BESTX vs. Surefire CRM Comparison


BESTX Optimal Blue	Surefire CRM Top of Mind Networks	+	+
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About Win more business by providing borrowers the right product at the best price for any mortgage financing scenario. Our product and pricing solution delivers the most comprehensive functionality, enhances workflow efficiencies, and enables lenders to stay competitive and confidently execute profitable lending strategies. Accurately quote the absolute best mortgage pricing each and every time. With Optimal Blue's BESTX™ pricing capabilities, lenders can customize their BESTX™ to their unique business need. Compete and differentiate your mortgage operation like never before. Leverage Optimal Blue to gain access to hundreds of investors offering thousands of mortgage products. Create new efficiencies and save valuable time by automating key workflows within your lock desk. There are several ways to automate, all of which can be tailored to your specific operational processes. Exceed consumer expectations by providing them the lowest mortgage insurance premiums across all six MI providers.	About Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Mortgage lenders who need a solution for product and pricing to enhance their quoting	Audience Mortgage lenders and mortgage professionals
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.7 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.3 / 5 support 4.0 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Optimal Blue Founded: 2002 United States www2.optimalblue.com/product-and-pricing-for-mortgage-lenders/	Company Information Top of Mind Networks Founded: 2003 United States www.topofmind.com
Alternatives LoanTek Bankrate	Alternatives Shape Software
Fiserv Mortgage Director Fiserv	Mortgage Quest Market Focus
Finmo Lendesk	Jungo Mortgage CRM Jungo
Maxwell	Unify CRM Unify
Lender Optimus Lender Software Solutions View All	Pipedrive View All
Categories Mortgage and Loans	Categories CRM Customer Communications Management Customer Engagement Customer Experience Email Marketing Financial CRM Lead Nurturing Loan Origination Mortgage and Loans Social Media Management Social Media Marketing
	Mortgage and Loans Features Amortization Schedule Client Database Closing Documents Commercial Mortgages Contact Management Credit Reporting Customer Statements Document Management Electronic Applications Government Loans Loan Origination Loan Servicing Pipeline Management Pre-Qualification Refinance Management Residential Mortgages Show More Features CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Customer Communications Management Features Batch Communications Chat / Messaging Content Management Email Distribution Interactive Content Multi-Channel Communications On-Demand Communications Personalization Print Management Template Management Video Content Customer Engagement Features Analytics Churn Management Communication Management Community Management Content Syndication Feedback Collection Gamification Live Chat Video Content Customer Experience Features Action Management Analytics Customer Segmentation Dashboard Feedback Management Knowledge Management Multi-Channel Collection Sentiment Analysis Survey Management Text Analysis Trend Analysis Email Marketing Features A/B Testing Artificial Intelligence Auto-Responders CAN SPAM Compliance Customer Surveys Drip Campaigns Dynamic Content Event Triggered Email Image Library Landing Pages/Web Forms Mailing List Management Mobile Optimized Emails Reporting/Analytics Subscriber Management Template Management WYSIWYG Email Editor Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Lead Nurturing Features A/B Testing Campaign Management Drip Campaigns Lead Capture Lead Notifications Lead Scoring Lead Segmentation Performance Metrics Personalization Pipeline Management Loan Origination Features Amortization Schedule Audit Trail Closing Documents Compliance Management Customer Database Digital Signature Document Management Fee Management Loan Processing Online Application Social Media Management Features Automated Publishing Brand Tracking Content Management Customer Engagement Multi-Account Management Multi-User Collaboration Post Scheduling Reporting/Analytics Social Media Monitoring Social Media Marketing Features Analytics Automated Publishing Contact Management Content Management Conversion Tracking Customer Targeting Keyword Filtering Multi-Account Management Post Scheduling
Integrations BombBomb BytePro Calyx Point Chat Agents Cyclr Encompass Facebook Fiserv Mortgage Director Floify LinkedIn Microsoft Azure Microsoft Exchange MonitorBase MortgageHippo OpenClose Salesforce SimpleNexus Mortgage Platform TrustEngine Wufoo Zapier Show More Integrations View All 1 Integration	Integrations BombBomb BytePro Calyx Point Chat Agents Cyclr Encompass Facebook Fiserv Mortgage Director Floify LinkedIn Microsoft Azure Microsoft Exchange MonitorBase MortgageHippo OpenClose Salesforce SimpleNexus Mortgage Platform TrustEngine Wufoo Zapier Show More Integrations View All 22 Integrations
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