CardTapp recently announced an integration with Surefire by Top of Mind Networks, a provider of 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.
CardTapp’s digital assistant technology is designed to connect loan officers, referral partners and borrowers as a way to simplify communications and deliver services quickly, according to a press release. Surefire’s new Power Calls feature is intended to enable lenders to convert more leads into loans by improving the speed and ease with which loan officers communicate with borrowers.
“The integration between CardTapp and Top of Mind exemplifies the passion both our companies have for exceeding customer expectations and equipping loan officers with tools that both maximize conversion in the short term and contribute to repeat business and referrals for higher lifetime customer value,” Top of Mind Chief Product Officer David Orisini said in the release.
Surefire’s software uses automated delivery functionality to deliver a loan officer’s personal CardTapp app to potential borrowers as leads arrive in Surefire.
The integration also supports CardTapp’s simplified referral system. Referrals generated in CardTapp are automatically incorporated into Surefire, eliminating the time and potential for error associated with manual data entry.
“Understanding borrower behavior prior to any mortgage transaction is at the heart of CardTapp,” CardTapp CEO Ben Brashen said. “Our integration with Surefire by Top of Mind allows companies to leverage that understanding to create more meaningful interactions between consumers and loan officers, ultimately improving the customer experience and closing more deals.”