Surefire CRM (by Black Knight)
The #1 CRM & Marketing Engine for the Mortgage Industry.
Overview
Surefire CRM, part of the Black Knight ecosystem, is a highly-regarded customer relationship management and marketing automation platform designed exclusively for the mortgage industry. It helps lenders attract, engage, and retain clients throughout the homeownership lifecycle. While its core is CRM, it facilitates the borrower journey through automated in-process updates, interactive content, and integrations with POS systems, effectively serving as a key communication layer of the borrower experience.
✨ Key Features
- Mortgage-specific CRM
- Dynamic marketing content and campaigns
- Automated in-process loan status updates
- Lead management and distribution
- Co-marketing with partners
- Post-close and repeat business campaigns
🎯 Key Differentiators
- Extensive library of award-winning, compliant marketing content.
- Focus on 'Client for Life' workflows to drive repeat business.
- Backed by the resources and integrations of Black Knight.
Unique Value: Provides a vast library of ready-to-use, compliant marketing content combined with powerful automation to help lenders build and maintain relationships.
🎯 Use Cases (4)
✅ Best For
- Trusted by thousands of loan officers and hundreds of lending institutions to automate their marketing and improve client retention.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies needing a transactional portal for secure document exchange, as Surefire is primarily a communication and marketing platform.
🏆 Alternatives
Offers a larger and more professionally produced content library than many competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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