Surefire
Click on the title of any tutorial below to open the dedicated page for that tutorial with more detailed information. Or you can watch the video on this page by clicking the play button. Videos are better viewed in full screen mode by clicking the full screen button (
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- • Realtor Drip Email Blast
- • Replay – In Process Video Training
- • Pipeline
- • Creating In-Process CRM Campaigns
- • Dynamic Videos
- • Custom Loan Processes
- • Custom Loan Statuses
- • Adding Pictures for Contacts
- • Creating the Encompass Report
- • Running the Encompass Report
- • Basic Forms
- • Power Calls
- • Using the Surefire Calendar
- • Custom Web Forms
- • Creating a Basic Campaign
- • Understanding Open Rates
- • Subject Line Best Practices
- • Running the Calyx Point Report
- • Installing the Calyx Point Report
- • Point Data Server Reporting Error
- • Signature/Profile Blocks
- • Working With Templates
- • Custom Fields
- • Email Content Best Practices
- • Surefire Content Editor
- • Contact Types
- • Groups vs Contact Types
- • Static and Dynamic Groups
- • Email Blast
- • Surefire Demo (1.0)
- • Fix a database of names in Excel
- • Importing FNM File Into Point
Realtor Drip Email Blast
How to implement the Surefire monthly realtor drip email campaign.
Replay - In Process Video Training
This 45 minute video is a replay of a live webinar recorded 7/31/12. Shows Surefire users how to implement In Process Videos, the Surefire Pipeline, etc.
Pipeline
This tutorial walks you through how to process your loans using the Surefire Pipeline and implement the in-process CRM campaigns as well.
Creating In-Process CRM Campaigns
This tutorial walks you through how to create In-Process CRM campaigns in Surefire.
Dynamic Videos
This tutorial walks you through the dynamic video library in Surefire, how to view samples of the videos, and how to incorporate these videos into email templates.
Custom Loan Processes
This tutorial walks you through how to create and modify loan processes for use with the Surefire In-Process CRM and loan processing functionality. These processes are made up of your loan statuses.
Custom Loan Statuses
This tutorial walks you through how to setup your own custom loan statuses (or milestones) in Surefire for use with our In-Process CRM and loan processing functionality.
Adding Pictures for Contacts
This tutorial shows you how to add images to your contacts. This is how you can have your realtor’s picture show up on co-branded material, but you can add a picture to any contact in your database.
Creating the Encompass Report
This video demonstrates how to create the Top of Mind report within Encompass. Please click the title above to view full page video where you can download the referenced files.
Running the Encompass Report
How to run the Top of Mind Networks report in Encompass and submit closings for Surefire.
Basic Forms
Your Lenderama website uses lead capturing web forms that integrate directly into your Surefire System. Please see this tutorial on how to setup your contact forms once your new site is setup.
Power Calls
This short video walks you through the concept of "Power Calls" and how they tie into your Calendar, Campaigns, and overall Surefire System.
Using the Surefire Calendar
This 8 minute tutorial walks you through set up and day-to-day use of your Surefire Calendar. We also introduce the concept of “Power Calls” and how they’ll integrate into your day.
Custom Web Forms
Watch this tutorial to learn all of the ins and outs of our custom forms engine (also includes information on 1003 loan application settings).
Creating a Basic Campaign
A campaign is a predetermined and finite schedule of events (letters, cards, emails, phone calls) that you can setup in Surefire and associate with a contact in your database. This is a quick tutorial on how to create a basic campaign with only emails and reminders.
Understanding Open Rates
Open Rates are not an exact science, far from it actually. This statistic can be so misleading and is, by nature, flawed and inaccurate. Read this tutorial to learn how this information is gathered and what it means for your email marketing efforts.
Subject Line Best Practices
It is widely accepted in the email marketing world that shorter subject lines yield higher open rates, and most consider 50 characters to be a good cap. Also avoid using SPAM keywords and bad capitalization and punctuation to avoid ending up in the junk mail folder.
Running the Calyx Point Report
How to run the Top of Mind Networks report in Point and submit closings for Surefire.
Installing the Calyx Point Report
How to install the Top of Mind Networks report in Calyx Point.
Point Data Server Reporting Error
Look familiar? “Errors were detected. Would you like to view the error report?” Sometimes when running our report in Point, the Point Data Server can cause an error. Watch this video to learn how to fix the problem.
Signature/Profile Blocks
The area on all of your letters, cards, and emails that is personalized with your contact information is referred to as a signature block. This is where your name, company, title, licensing info, and contact information goes. These signature blocks can be edited on a user by user level, or admins can customize the look and feel for the entire company.
Working With Templates
In Surefire you can create templates for emails, cards, and letters. You can create new templates and modify existing templates. So if you want to change the verbiage of your thank you card, add a question to your survey, or add a new email template for a new campaign; all of which can be done within the Surefire CRM Launch Pad.
Custom Fields
If you ever need to capture specific pieces of data for your contacts that Surefire does not have fields for, this can be accommodated using custom fields.
Email Content Best Practices
Generally speaking you can expect 10-20% of all emails to get filtered and not reach their intended destination. Read this article to learn some best practices to optimize your deliverability rates.
Surefire Content Editor
You will use the Surefire Content Editor when creating and modifying templates for your emails, cards, letters, and even your Address Stamper. Basically anywhere you can customize content you will see this editor. This tutorial covers everything you can do with this editor.
Contact Types
Using Contact Types in Surefire is a great way to very generally identify who a person is in your database. Each Surefire account comes with 5 system default Contact Types, and account administrators can add Custom Contact Types under each of the 5 system defaults to more specifically identify who a contact is.
Groups vs Contact Types
Many of the same database segmentation goals can be achieved by using either Contact Types or Groups. At the end of the day, the goal is to have your database segmented in a way that makes sense so you can send targeted marketing messages to the right people. Read this article to see some key points to consider when deciding if you want to use a Group or Contact Type to achieve a specific goal.
Static and Dynamic Groups
Static groups are groups where you manually move people in and out of them. And dynamic groups are basically saved searches where contacts move in and out of a group based on data stored in their contact record within Surefire.
Email Blast
This tutorial covers the basics of how to send an email blast to your database (or a sub-section of your database) using Surefire. You can created targeted messages to send to specific sets of people.
Surefire Demo (1.0)
Top of Mind's patented Surefire System incorporates Postal Follow Up, Email Follow Up, and our Database Tracking System.
Fix a database of names in Excel
This is a short video detailing how to take a list of first and last names stored in a single column in an Excel spreadsheet and separate first and last name into different columns.
Importing FNM File Into Point
Once you get email notification that a loan application is complete (please note you cannot download incomplete applications), login to your Surefire account. Click "New Loan Applications", which is near the top right. Click on the name of the person who completed the application and save the FNM file to your desktop. Open your LOS and import the file.
