Work smarter, maximize efficiency, and convert more borrowers with the Mortgage Coach and Surefire CRM integration


With a single sign-on, the Mortgage Coach and Top of Mind’s Surefire CRM integration, allows a lender to seamlessly move back and forth between the two systems. Lenders can create the loan comparison in the CRM contact record to streamline work, increases efficiency, and share expert advice with borrowers as they look for the best loan option to fit their financial needs and goals.










David Orsini, Founder and Chief Product Officer

“Mortgage Coach allows mortgage lenders using our Surefire CRM platform to seamlessly provide their prospects with information on their mortgage loan while educating them about the process. Mortgage Coach helps loan officers become highly trusted advisors by helping them to provide advice, not just pricing.”

Resources

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View the highlights of the integration
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Watch this video to see how it works!
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Download the How-To Manual
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