Surefire CRM vs. myView Comparison


Surefire CRM Top of Mind Networks	myView UniTrust	+	+
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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 UniTrust has developed the unique myView platform. By using myView you are able to save a lot of time in both your mortgage administration and the development of your mortgage advice. In short: less administration and more time for your customer. Within the myView platform, with myView MidOffice the entire administrative process from mortgage application to passing through at the notary can be handled. This includes a comprehensive overview of your file, digital file creation regarding the required documents, online status information and communication (whether or not via HDN) with all parties involved - customers, companies, financial advisers, service provider and civil-law notaries. Related products that belong to the mortgage process can also be fully administered and monitored in the mortgage file. Think of risk insurance, bank guarantees and valuations. In short: with myView Midoffice you have a clear mortgage file and all timelines within your file are automatically monitored
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 and mortgage professionals	Audience Dutch financial advisory companies
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 No images available
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
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 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
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Top of Mind Networks Founded: 2003 United States www.topofmind.com	Company Information UniTrust Founded: 2005 Netherlands unitrust.nl/
Alternatives Shape Software	Alternatives Twenty7tec
Mortgage Quest Market Focus	Stavvy
Jungo Mortgage CRM Jungo	iZone
Unify CRM Unify	Unify CRM Unify
Pipedrive View All	Telemetry BI 5X Solutions View All
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	Categories Financial Services
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 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 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	Show More Features Financial Services Features Analytics Branch Optimization Channel Management Compliance Management Customer Engagement Performance Management Risk Management
Integrations BeSmartee Blend BombBomb BytePro Calyx Point Chat Agents Cyclr Encompass Facebook Fiserv Mortgage Director Floify LendingPad LinkedIn Microsoft Azure Microsoft Exchange MonitorBase OpenClose Salesforce TrustEngine Zapier Show More Integrations View All 22 Integrations	Integrations BeSmartee Blend BombBomb BytePro Calyx Point Chat Agents Cyclr Encompass Facebook Fiserv Mortgage Director Floify LendingPad LinkedIn Microsoft Azure Microsoft Exchange MonitorBase OpenClose Salesforce TrustEngine Zapier Show More Integrations
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