Adopt My Mortgage Strategy
Step One: Review Adopt My Mortgage Online Form
Click CRM Launch Pad from the top
menu on your Surefire homepage or
the right sidebar menu.
Click Online Forms.
Click on the Surefire Public folder,
then click Preview next to Adopt My
Mortgage.
Review the form and consider
completing it as a test. It will ask for
Contact Info and Current Mortgage
information.
Upon submitting the form, your new
contact will see a thank you
message.
Step Two: Add Contact to Your Database
When a contact submits a form,
you’ll receive an email from the
Surefire Forms Engine. It will contain
all of the information your potential
client submitted.
When you receive a form
notification, log in to Surefire as
soon as possible.
Click on Form Data Manager in the
right side navigation bar.
Click Add Contact.
Existing contacts with similar
information, such as the same last
name, appear alongside the new
contact. If they are not the same,
click Add New Contact, then click
Okay on the pop up that appears.
If you believe they are the same,
click Compare, then follow the
prompts.
Type the new contact’s name into
the Quick Contact Search bar. Click
on the Loans tab and then the loan
link to review specific information.
Click on the Quick Look tab. Find the
client’s phone number and call to
introduce yourself.
Add information to the client’s
contact record, such as Referred by
and Co-Brand Marketing With
(these could be the same person).
Click on Details to edit additional
information, such as contact type or
co-borrower’s name.
Step Three: Maintain an Ongoing Relationship
Surefire will begin monitoring the
address and loan data. You will
receive an Opportunity Alert if the
borrower may be able to refinance
to a lower rate or if the borrower’s
home is listed for sale. Be sure to call
them to follow up!
Your new contact will also begin
receiving the monthly recurring
emails. With these 12 extra touches
each year, you’ll stay top of mind for
servicing their mortgage needs.
It’s that simple!