Surefire CRM (by Black Knight)
The #1 CRM & Marketing Engine for the Mortgage Industry.
Overview
Surefire CRM, part of the Black Knight ecosystem, is a highly-regarded customer relationship management and marketing automation platform designed exclusively for the mortgage industry. It helps lenders attract, engage, and retain clients throughout the homeownership lifecycle. While its core is CRM, it facilitates the borrower journey through automated in-process updates, interactive content, and integrations with POS systems, effectively serving as a key communication layer of the borrower experience.
✨ Key Features
- Mortgage-specific CRM
- Dynamic marketing content and campaigns
- Automated in-process loan status updates
- Lead management and distribution
- Co-marketing with partners
- Post-close and repeat business campaigns
🎯 Key Differentiators
- Deeply embedded in the mortgage industry with extensive content libraries
- Integration with the Black Knight ecosystem of products
- Proven track record and large user base
Unique Value: Surefire CRM provides mortgage lenders with a powerful engine to automate communication and marketing across the entire homeownership lifecycle, helping them close more loans and create customers for life.
🎯 Use Cases (4)
✅ Best For
- Trusted by thousands of loan officers and hundreds of lending institutions to automate their marketing and improve client retention.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies needing a transactional portal for secure document exchange, as Surefire is primarily a communication and marketing platform.
🏆 Alternatives
Surefire's deep mortgage focus provides an unmatched library of pre-built, compliant content and workflows, allowing lenders to deploy sophisticated marketing campaigns much faster than with generic CRM platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
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