Select Page

Training Resources for Surefire CRM

Adding Contacts To Workflows

Workflows help to automate your marketing process delivering emails, videos, and other creative contact based on different triggers you set.  In this video you’ll be introduced to the basics of marketing workflows. 

What’s Available in Your Media Library?

Surefire CRM has an extensive media library housing videos, flyers, emails, forms and so much more.  This video will introduce you to all of the available deployments in the library.  

The Media Library and Deployment Center

Surefire’s media library is full of different creative assets that you can update with your company branding and deploy across different channels.  

Distributing Contact Forms

Contact forms are a tool in the Surefire system that help your new and existing customer submit their information directly into your contact database.  

Deploying Flyers and Single Property Sites

Single Property Sites and flyers help loan officers work with their real estate partners to co-market listings.  These tools are great for building out referral partner networks.    

Find and Download a Flyer in the Media Library

With the Surefire platform, you have the ability to download and send flyers to your customers.  In this video you’ll discover where flyers are housed and how to deploy them in the platform. 

Need more help? Visit our help center or contact