Surefire CRM vs. leadpops Comparison


Surefire CRM Top of Mind Networks	leadpops rebel IQ	+	+
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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	About leadpops by rebel IQ develops lead generation technology and marketing solutions for mortgage brokers, loan officers, Realtors, and insurance agents that are sick and tired of spending money on marketing that doesn’t work like it should. While most other companies build websites and landing pages that serve as “online brochures” with little or no thought as to how to convert your traffic into leads, our team focuses on creating digital experiences and lead conversion tools that entice potential customers to take action. You can’t do business with clicks. Getting a bunch traffic without converting leads is like running the A/C and leaving all your windows down, but a LOT more costly. As the only Conversion as a Service (CaaS) platform serving the mortgage, real estate, and insurance industries, we help our clients increase sales by converting their anonymous web visitors and into tangible, qualified leads.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Mortgage lenders and mortgage professionals	Audience Real estate, mortgage, and insurance professionals that need an effective marketing solution
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
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	Reviews/Ratings Overall 1.8 / 5 ease 2.6 / 5 features 2.8 / 5 design 3.0 / 5 support 2.2 / 5 Read all reviews
Pros & Cons from Real Users Pros 1. I liked the updated content the Surefire Top of Mind. New developments and materials have been rolling out about every month as far as content goes. 2. Surefire allows for some integration with other platforms for automation 3. Mostly ready out of the box just need some honing to match your company's processes Flexible platform equipped with features to generate excitement for all levels of use and approaches to technology-enabled marketing. The turnkey creative content, especially for timely news, helps eliminate delays in getting relevant content out to contacts. Customer support is the best I've come across and you're always guaranteed some form of a response to your inquiries on the same day you've submitted a ticket. Ease of automation so the LO can focus on their primary role. Plenty of features to accommodate the majority of users. Fantastic support from Top of Mind. Great content to use or modify to company preferences. Features are constantly improved on while other features are released to keep the CRM current with user and company needs. Cons 1. There is a learning curve. For me it seem a bit longer as the onboarding person did not cover the structure of the platform well. It becomes easy once you figure this out 2. Support responses can be slow at times and no phone number to reach someone. 3. Surefire is not big on reports. Learning the system can be a little overwhelming at first, especially on an individual, loan officer level. Recommend having a team of admins who will be subject matter experts on the system and can troubleshoot as needed. In some areas, the CRM could be more intuitive but Top of Mind continues to improve so this has addressed in most areas.	Pros & Cons from Real Users Pros Their automated systems respond fast, and usually they get back to you within a day I made a HUGE mistake, and signed up with LeadPops. I'm an independent mortgage broker, and I was trying to find leads so I could refer pre-approved buyers to agents. I spent 8 months, and over $10,000 with nothing to show for it. The 'leads' I got were horrific. They were illegal, no money, no job, no credit, and they were calling me for a 0% down home loan from the wrong city!! I kept trying. They sent me 8hr long videos so that I could do these 'click funnels'. After 8 months, I escalated to the Director of Client Relations. He asked me if I'd considered stopping everything, and just calling realtors myself. He admitted to their fraud and failure in that one statement. They are NOT marketing experts. They don't even provide a service. They tricked me into thinking they were working on marketing my business, but they didn't. Then they sent an email saying they're changing to a 'more DIY journey'. The Dir wrote me an email saying we weren't going to be a good fit if "I'm not willing to put in the work". So they don't offer a service. They offer 'tools'. Useless, incredibly complicated 'tools' that they expect ME to learn and implement. That's not what I signed up for!!! This is 100% deceptive trade practices. I'm in the process of hiring an attorney to get my money back. Basic plan cost. Not much else is a positive here. The website and funnels are great but the same product is readily available with other vendors so nothing very unique. The LeadPops Team and specifically Remi Newman, in my case, are extremely knowledgeable when it comes to mortgage advertising and it really shines through during the whole setup process. Cons Unable to fulfill the requested task to set up google advertising, set up Facebook leads instead and overall the lead quality is terrible, tools 5 months to set up the campaign and luckily they did not charge for the whole time. If you're a loan originator looking for marketing assistance, stay far far aways from LeadPops. They are nothing but incompetent, uncaring crooks that are only out to upcharge their customers with bogus lies. Speed of service. No urgency. Focus is on new clients, not current ones. We paid them to get us leads....they completely failed..... total waste of our advertising dollar. Nothing at all. So far, so good with everything that I've gotten setup with LeadPops.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported
Company Information Top of Mind Networks Founded: 2003 United States www.topofmind.com	Company Information rebel IQ Founded: 2011 United States leadpops.com
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Pipedrive View All	StreamLoan View All
Categories CRM Supported Customer Communications Management Supported Customer Engagement Supported Customer Experience Supported Email Marketing Supported Financial CRM Supported Lead Nurturing Supported Loan Origination Supported Mortgage and Loans Supported Social Media Management Supported Social Media Marketing Supported	Categories Lead Generation Supported Mortgage and Loans Supported Real Estate Supported Real Estate Lead Generation Supported
Mortgage and Loans Features Amortization Schedule Supported Client Database Supported Closing Documents Not Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Not Supported Document Management Supported Electronic Applications Not Supported Government Loans Not Supported Loan Origination Not Supported Loan Servicing Not Supported Pipeline Management Supported Pre-Qualification Not Supported Refinance Management Not Supported Residential Mortgages Not Supported Show More Features CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Customer Communications Management Features Batch Communications Supported Chat / Messaging Not Supported Content Management Supported Email Distribution Supported Interactive Content Supported Multi-Channel Communications Supported On-Demand Communications Supported Personalization Supported Print Management Supported Template Management Supported Video Content Supported Customer Engagement Features Analytics Supported Churn Management Not Supported Communication Management Supported Community Management Not Supported Content Syndication Supported Feedback Collection Supported Gamification Supported Live Chat Supported Video Content Supported Customer Experience Features Action Management Supported Analytics Supported Customer Segmentation Supported Dashboard Supported Feedback Management Supported Knowledge Management Supported Multi-Channel Collection Supported Sentiment Analysis Not Supported Survey Management Supported Text Analysis Not Supported Trend Analysis Not Supported Email Marketing Features A/B Testing Supported Artificial Intelligence Not Supported Auto-Responders Supported CAN SPAM Compliance Supported Customer Surveys Supported Drip Campaigns Supported Dynamic Content Supported Event Triggered Email Supported Image Library Supported Landing Pages/Web Forms Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Not Supported Template Management Supported WYSIWYG Email Editor Supported Financial CRM Features Account Alerts Supported Asset Management Supported Expense Tracking Not Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Supported Lead Nurturing Features A/B Testing Supported Campaign Management Supported Drip Campaigns Supported Lead Capture Supported Lead Notifications Supported Lead Scoring Supported Lead Segmentation Supported Performance Metrics Supported Personalization Supported Pipeline Management Supported Loan Origination Features Amortization Schedule Supported Audit Trail Supported Closing Documents Supported Compliance Management Supported Customer Database Supported Digital Signature Not Supported Document Management Supported Fee Management Not Supported Loan Processing Not Supported Online Application Not Supported Social Media Management Features Automated Publishing Supported Brand Tracking Supported Content Management Supported Customer Engagement Supported Multi-Account Management Supported Multi-User Collaboration Supported Post Scheduling Supported Reporting/Analytics Supported Social Media Monitoring Supported Social Media Marketing Features Analytics Supported Automated Publishing Supported Contact Management Supported Content Management Supported Conversion Tracking Supported Customer Targeting Supported Keyword Filtering Not Supported Multi-Account Management Supported Post Scheduling Supported
Integrations BombBomb Supported Salesforce Supported Wufoo Supported Zapier Supported BytePro Supported CINC Not Supported Chat Agents Supported Cyclr Supported Follow Up Boss Not Supported Gmail Not Supported Google Sheets Not Supported Knack Not Supported Lendware Not Supported Lofty Not Supported Microsoft Exchange Supported Real Geeks Not Supported Slybroadcast Not Supported Smartsheet Not Supported Show More Integrations View All 22 Integrations	Integrations BombBomb Supported Salesforce Supported Wufoo Supported Zapier Supported BytePro Not Supported CINC Supported Chat Agents Not Supported Cyclr Not Supported Follow Up Boss Supported Gmail Supported Google Sheets Supported Knack Supported Lendware Supported Lofty Supported Microsoft Exchange Not Supported Real Geeks Supported Slybroadcast Supported Smartsheet Supported Show More Integrations View All 37 Integrations
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