Customer Relationship Management News


News items related to Customer Relationship Management as issued by the Send2Press Newswire service on behalf of the noted news source.


Mortgage Coach enhances integration with Black Knight’s Surefire to support lenders with mortgage education that helps convert borrowers at scale

IRVINE, Calif., March 1, 2022 (SEND2PRESS NEWSWIRE) — Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight’s customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.

Sales Boomerang teams up with OptifiNow to offer lenders an integrated experience for mortgage customer engagement

BALTIMORE, Md., Feb. 22, 2022 (SEND2PRESS NEWSWIRE) — Sales Boomerang, the mortgage industry’s top-rated automated borrower intelligence and retention system, today announced its application programming interface (API) integration with OptifiNow, a cloud-based sales, marketing and customer relationship management (CRM) platform. The integration ensures accurate borrower data flows seamlessly and automatically between the two systems, giving lenders more time to focus on nurturing borrower relationships and exceeding sales goals.

Top of Mind Networks Director of Customer Growth Ryan Minard honored as 2021 HousingWire Rising Star

ATLANTA, Ga., June 2, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced its Director of Customer Growth Ryan Minard has been named a 2021 Rising Star by HousingWire. Now in its eighth year, the HousingWire (HW) Rising Star award program recognizes industry professionals who have become leaders in their respective fields.

Top of Mind Welcomes Former MonitorBase Chief Revenue Officer and Mortgage Industry Veteran Rick Webster as VP of Client Strategy

ATLANTA, Ga., April 13, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, announced it has added mortgage and marketing expert Rick Webster as VP of client strategy.

Top of Mind Debuts Bidirectional Connection Between Its Surefire Automated Mortgage Marketing Platform and Salesforce CRM

ATLANTA, Ga., April 6, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind) today announced the debut of a bidirectional data connection between Surefire, the number-one platform for automated mortgage marketing, and Salesforce, the world’s most popular enterprise CRM.

Top of Mind’s Power Video Helps Loan Originators Build Personal Connections with Clients, Prospects and Referral Partners – in Seconds

ATLANTA, Ga., March 18, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Power Video, a new toolset within Surefire CRM that makes it easy to record and send videos to clients, prospects and referral partners at scale.

Top of Mind Launches Mortgage Marketing University to Help Mortgage Professionals Expand Their Marketing Abilities

ATLANTA, Ga., Jan. 21, 2021 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced the launch of Mortgage Marketing University (MMU), a free program designed to help mortgage professionals take their marketing skills to the next level.

Top of Mind’s ‘Client for Life’ Workflow Selected as Finalist in International Content Marketing Awards

ATLANTA, Ga., Sept. 8, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has been named a finalist in the Content Marketing Institute’s (CMI) 2020 Content Marketing Awards.

Top of Mind Networks partners with MobilityRE to fuel mortgage loan officer/real estate agent collaboration through SurefireCRM

ATLANTA, Ga., July 28, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, has added game-changing real estate market intelligence, collaboration and analytics tools from MobilityRE to its flagship SurefireCRM.

Houston-Based RevSherpas LLC Announces New Strategic Consultancy for Small Business Owners

HOUSTON, Texas, May 20, 2020 (SEND2PRESS NEWSWIRE) — As many small businesses face uncertainty surrounding restructuring and are being forced into new operating paradigms like remote commerce, RevSherpas LLC aims to assist business owners by utilizing their deep experience in strategic customer relationship management (“CRM”) and customer experience (“CX”) transformation to deepen client loyalty and elevate business performance.

Top of Mind wins eight international Hermes Awards for SurefireCRM’s creative videos that help mortgage lenders engage prospects and customers

ATLANTA, Ga., May 12, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, was recognized with four platinum and four gold awards for outstanding corporate marketing in the 2020 Hermes Creative Awards.

Top of Mind Co-founder Sherwood Lawrence Steps into Dual Role as Chief Marketing Officer and Chief Creative Officer

ATLANTA, Ga., Jan. 29, 2020 (SEND2PRESS NEWSWIRE) — Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced Sherwood Lawrence will take on the role of chief marketing officer in addition to his current position as chief creative officer.

CardTapp and Top of Mind Offer Combined Solution Aimed at Improving Loan Officer Productivity and Lead Response Time

ATLANTA, Ga., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) — CardTapp, your always-on digital assistant, today announced an integration with Surefire by Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry. The integration brings together Surefire’s new Power Calls capability with CardTapp’s digital assistant solution to increase loan officer productivity and enable speedier borrower outreach.

Business Development and Relationship Management Specialist Julia Moore Joins EPIC in Sacramento CA

SACRAMENTO, Calif., July 12, 2018 (SEND2PRESS NEWSWIRE) — EPIC Insurance Brokers and Consultants announced today that new business sales and relationship management professional Julia Moore has joined the firm’s operations in Sacramento as Vice President, New Business Development.