In-Process CRM
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.
