Surefire CRM vs. Union | platform Comparison


Surefire CRM Top of Mind Networks	Union \| platform Union Financial Technologies	+	+
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About Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems	About Union \| platform provides a digital core which supports smart automation, innovation and transformation. Modules including client records, messaging, deal management, payments, accounting and reporting allow you to manage critical business processes. Agile architecture which is open to API, customizable and Cloud hosted allows you to deliver effective operations. Union \| platform supports a range of financial services including Banking, Credit Unions and Lending. Digital core provides fully integrated front-to-back infrastructure upon which financial services can be delivered. Cutting-edge technology means that your business will be flexible, scalable and efficient without sacrificing reliability. Financial Services is changing fast, from client requirements to market forces and technology the speed and scale of change are huge. Providers with legacy systems struggle while the digitally advanced gain competitive edge by delivering immediate and long-term benefits.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Mortgage lenders and mortgage professionals	Audience Financial companies and enterprises looking for a finance system solution to improve their management and decision analysis
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
Reviews/Ratings Overall 4.7 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.3 / 5 support 4.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Top of Mind Networks Founded: 2003 United States www.topofmind.com	Company Information Union Financial Technologies Founded: 2012 Estonia www.unionfintech.com/union-platform/
Alternatives Shape Software	Alternatives Fintech Market
Mortgage Quest Market Focus	MeridianLink One MeridianLink
Jungo Mortgage CRM Jungo	FPS GOLD Banking Software FPS GOLD
Unify CRM Unify	SBS Banking Platform SBS
Pipedrive View All	QBS Core Banking QBS View All
Categories CRM Customer Communications Management Customer Engagement Customer Experience Email Marketing Financial CRM Lead Nurturing Loan Origination Mortgage and Loans Social Media Management Social Media Marketing	Categories Banking Currency Exchange Financial CRM Loan Origination
Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Loan Origination Features Amortization Schedule Audit Trail Closing Documents Compliance Management Customer Database Digital Signature Document Management Fee Management Loan Processing Online Application Show More Features CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Customer Communications Management Features Batch Communications Chat / Messaging Content Management Email Distribution Interactive Content Multi-Channel Communications On-Demand Communications Personalization Print Management Template Management Video Content Customer Engagement Features Analytics Churn Management Communication Management Community Management Content Syndication Feedback Collection Gamification Live Chat Video Content Customer Experience Features Action Management Analytics Customer Segmentation Dashboard Feedback Management Knowledge Management Multi-Channel Collection Sentiment Analysis Survey Management Text Analysis Trend Analysis Email Marketing Features A/B Testing Artificial Intelligence Auto-Responders CAN SPAM Compliance Customer Surveys Drip Campaigns Dynamic Content Event Triggered Email Image Library Landing Pages/Web Forms Mailing List Management Mobile Optimized Emails Reporting/Analytics Subscriber Management Template Management WYSIWYG Email Editor Lead Nurturing Features A/B Testing Campaign Management Drip Campaigns Lead Capture Lead Notifications Lead Scoring Lead Segmentation Performance Metrics Personalization Pipeline Management Mortgage and Loans Features Amortization Schedule Client Database Closing Documents Commercial Mortgages Contact Management Credit Reporting Customer Statements Document Management Electronic Applications Government Loans Loan Origination Loan Servicing Pipeline Management Pre-Qualification Refinance Management Residential Mortgages Social Media Management Features Automated Publishing Brand Tracking Content Management Customer Engagement Multi-Account Management Multi-User Collaboration Post Scheduling Reporting/Analytics Social Media Monitoring Social Media Marketing Features Analytics Automated Publishing Contact Management Content Management Conversion Tracking Customer Targeting Keyword Filtering Multi-Account Management Post Scheduling	Show More Features Banking Features ATM Management Compliance Tracking Corporate Banking Credit Card Management Credit Union Investment Banking Multi-Branch Online Banking Private Banking Retail Banking Risk Management Securities Management Transaction Monitoring
Integrations BeSmartee Blend BombBomb BytePro Calyx Point Chat Agents Cyclr Encompass Facebook Fiserv Mortgage Director LendingPad LinkedIn Microsoft Azure Microsoft Exchange MonitorBase OpenClose Salesforce SimpleNexus Mortgage Platform TrustEngine Zapier Show More Integrations View All 22 Integrations	Integrations BeSmartee Blend BombBomb BytePro Calyx Point Chat Agents Cyclr Encompass Facebook Fiserv Mortgage Director LendingPad LinkedIn Microsoft Azure Microsoft Exchange MonitorBase OpenClose Salesforce SimpleNexus Mortgage Platform TrustEngine Zapier Show More Integrations
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