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Description

Khoros enables seamless interaction with your customers from the initial offer through to the final sale and beyond. Engage with your audience across their preferred channels, including messaging, chat, social media, email, SMS, and on both external and your own branded communities — we ensure you remain continuously connected. Our platform, powered by AI, is a reliable ally during both your peak successes and challenging crises. With Khoros, you benefit from enterprise-level workflows designed to manage complex deployments, accommodate high traffic, and fulfill the security and brand protection requirements of top global brands, all supported by an award-winning services team dedicated to your success. We go beyond being just a technology provider; Khoros offers exceptional services, coaching, and extensive industry knowledge, making us the ideal partner for your sustained growth and success in the long run. Together, we can foster enduring relationships and drive meaningful engagement with your customers.

Description

Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Acquia DAM (Widen) Yes 
BL.INK Yes 
Bazaarvoice Yes 
Beckon Yes 
Bitly Yes 
Calyx Point No 
Common Room Yes 
Cyclr No 
Encompass No 
Fiserv Mortgage Director No 
InboxCRM by AppEQ Yes 
Khoros CX Insights Yes 
Khoros Community Yes 
MonitorBase No 
SearchUnify Yes 
SimpleNexus Mortgage Platform No 
Tableau Yes 
Wufoo No 

Integrations

Salesforce Yes 
Acquia DAM (Widen) No 
BL.INK No 
Bazaarvoice No 
Beckon No 
Bitly No 
Calyx Point Yes 
Common Room No 
Cyclr Yes 
Encompass Yes 
Fiserv Mortgage Director Yes 
InboxCRM by AppEQ No 
Khoros CX Insights No 
Khoros Community No 
MonitorBase Yes 
SearchUnify No 
SimpleNexus Mortgage Platform Yes 
Tableau No 
Wufoo Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Khoros

Founded

2008

Country

United States

Website

khoros.com

Vendor Details

Company Name

Top of Mind Networks

Founded

2003

Country

United States

Website

www.topofmind.com

Product Features

Audience Intelligence

AI / Machine Learning No 
Audience Segmentation No 
Competitive Intelligence No 
Content Tracking No 
Data Visualization No 
Data-Driven Insights No 
Filters / Search No 
Image Recognition No 
Sentiment Analysis No 
Social Listening No 
Social Media Analytics No 
Trend Tracking No 

Chatbot

Call to Action No 
Context and Coherence No 
Human Takeover No 
Inline Media / Videos No 
Machine Learning No 
Natural Language Processing No 
Payment Integration No 
Prediction No 
Ready-made Templates No 
Reporting / Analytics No 
Sentiment Analysis No 
Social Media Integration No 

Customer Engagement

Analytics No 
Churn Management No 
Communication Management No 
Community Management No 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat No 
Video Content No 

Live Chat

Canned Responses No 
Customizable Branding No 
Geo Targeting No 
Offline Form No 
Proactive Chat No 
Screen Sharing No 
Third Party Integration No 
Transfers / Routing No 
Website Visitor Tracking No 

Reputation Management

Campaign Management No 
Gamification No 
Response Management No 
Review Generation No 
Review Monitoring No 
Sentiment Analysis No 
Social Media Metrics No 
Social Media Monitoring No 
White Label No 

Social Media Management

Automated Publishing No 
Brand Tracking No 
Content Management No 
Customer Engagement No 
Multi-Account Management No 
Multi-User Collaboration No 
Post Scheduling No 
Reporting/Analytics No 
Social Media Monitoring No 

Social Media Marketing

Analytics Yes 
Automated Publishing Yes 
Contact Management Yes 
Content Management Yes 
Conversion Tracking Yes 
Customer Targeting Yes 
Keyword Filtering Yes 
Multi-Account Management Yes 
Post Scheduling Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Customer Communications Management

Batch Communications Yes 
Chat / Messaging No 
Content Management Yes 
Email Distribution Yes 
Interactive Content Yes 
Multi-Channel Communications Yes 
On-Demand Communications Yes 
Personalization Yes 
Print Management Yes 
Template Management Yes 
Video Content Yes 

Customer Engagement

Analytics Yes 
Churn Management No 
Communication Management Yes 
Community Management No 
Content Syndication Yes 
Feedback Collection Yes 
Gamification Yes 
Live Chat Yes 
Video Content Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management Yes 
Multi-Channel Collection Yes 
Sentiment Analysis No 
Survey Management Yes 
Text Analysis No 
Trend Analysis No 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management Yes 
WYSIWYG Email Editor Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Lead Nurturing

A/B Testing Yes 
Campaign Management Yes 
Drip Campaigns Yes 
Lead Capture Yes 
Lead Notifications Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Performance Metrics Yes 
Personalization Yes 
Pipeline Management Yes 

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management No 
Loan Processing No 
Online Application No 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements No 
Document Management Yes 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Social Media Management

Automated Publishing Yes 
Brand Tracking Yes 
Content Management Yes 
Customer Engagement Yes 
Multi-Account Management Yes 
Multi-User Collaboration Yes 
Post Scheduling Yes 
Reporting/Analytics Yes 
Social Media Monitoring Yes 

Social Media Marketing

Analytics Yes 
Automated Publishing Yes 
Contact Management Yes 
Content Management Yes 
Conversion Tracking Yes 
Customer Targeting Yes 
Keyword Filtering No 
Multi-Account Management Yes 
Post Scheduling Yes 

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