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Surefire CRM

Surefire Mortgage Coach Integration

Role: UX Architect, UX/UI Designer

Industry:

FinTech, Mortgage, Real Estate

Design Applications:

Adobe XD, Adobe Photoshop, Adobe Illustrator, Microsoft VS Code

Target Audience:

Mortgage Brokers, Mortgage Loan Officers, Mortgage Marketers

Surefire was and still is the premier CRM for mortgage professionals. One of the advantages of Surefire was it’s seamless integration with a variety of other mortgage applications. One of these integrations was Mortgage Coach, a platform designed to help you better understand the options you have when buying a home. By integrating Mortgage Coach into our platform, we were able to bring key buyer information into the deals with Surefire to help you make decisions about communicating directly with your borrowers.

As a mortgage loan officer, their primary focus is on helping buyers find the best opportunity when purchasing a home. They understand that buying a home is one of the most significant financial decisions people make, and they are dedicated to guiding them through the mortgage process with expertise and care. Leveraging their knowledge of the mortgage industry, current market trends, and loan products, they strive to provide buyers with comprehensive information and options tailored to their unique circumstances. They take the time to understand their clients’ financial goals, preferences, and constraints to offer personalized advice and recommendations. Whether it’s explaining different loan programs, assisting with pre-approval, or navigating the complexities of mortgage terms and conditions, they are committed to ensuring buyers have the tools and support they need to make informed decisions. Their ultimate satisfaction comes from seeing buyers secure a mortgage that aligns with their needs and enables them to achieve their homeownership dreams with confidence.

Gallery of Project Images

Thomas Rowley | Your Creative Partner

Office

433 Bishop Road, Highland Heights OH 44143

Phone Number

(951) 318-8790

Business Hours

24/ 7 / 365

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