Average Ratings 3 Ratings
Average Ratings 0 Ratings
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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
Description
WeLevel is a comprehensive platform that utilizes AI to enhance marketing and customer relationship management, enabling businesses to transform prospects into dedicated customers through an efficient and automated process. The platform includes various tools for lead capture, such as managing social media, a website chat widget, forms and surveys, and options for online appointment scheduling. It further engages leads with automated nurturing sequences, marketing via email and SMS, a consolidated inbox, a phone system equipped with an autodialer, and streamlined task automation. When it comes to closing deals, users have access to a CRM that provides visibility into the sales pipeline, facilitates invoicing and payment handling, manages reputation and reviews, and offers built-in reporting and analytics. Additionally, the platform includes features for creating websites and funnels, all aimed at eliminating workflow interruptions and enhancing operational efficiency. With such a robust set of tools, WeLevel not only helps businesses grow but also supports them in building lasting relationships with their clients.
API Access
Has API
Yes
API Access
Has API
No
Integrations
BeSmartee
Yes
Blend
Yes
BombBomb
Yes
BytePro
Yes
Calyx Point
Yes
Chat Agents
Yes
Cyclr
Yes
Encompass
Yes
Facebook
Yes
Fiserv Mortgage Director
Yes
Integrations
BeSmartee
No
Blend
No
BombBomb
No
BytePro
No
Calyx Point
No
Chat Agents
No
Cyclr
No
Encompass
No
Facebook
No
Fiserv Mortgage Director
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$999 per month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
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
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Top of Mind Networks
Founded
2003
Country
United States
Website
www.topofmind.com
Vendor Details
Company Name
WeLevel
Country
United States
Website
welevel.net
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
Product Features
Business Management
Billing & Invoicing
No
CRM
No
Employee Management
No
Financial Management
No
Inventory Management
No
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
No
Time & Expense Tracking
No
Training Management
No
Vendor Management
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
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
