List of Top of Mind Client For Life Customers
Atlanta, 30339-4191, GA,
United States
Since 2010, our global team of researchers has been studying Top of Mind Client For Life customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Top of Mind Client For Life for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Top of Mind Client For Life for Marketing Automation include: SecurityNational Mortgage Corporation, a United States based Banking and Financial Services organisation with 1040 employees and revenues of $350.0 million, NFM Lending, a United States based Banking and Financial Services organisation with 1100 employees and revenues of $300.0 million, Buford Financial Servic..., a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Top of Mind Client For Life, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Top of Mind Client For Life customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Buford Financial Servic... | Banking and Financial Services | 10 | $1M | United States | Top of Mind Networks | Top of Mind Client For Life | Marketing Automation | 2004 | n/a |
In 2004, Buford Finance & Mortgage implemented Top of Mind Client For Life to automate post-close borrower nurture and retention. The deployment focused on servicing borrowers in north Georgia and applied Top of Mind’s Surefire marketing automation capabilities to maintain ongoing lender to borrower engagement over many years.
The implementation centered on the Client for Life workflow within the Marketing Automation category, configuring automated nurture sequences, lifecycle segmentation, and retention orchestration to drive repeat business. Top of Mind Client For Life was used to standardize post-close communications and referral solicitation flows, aligning marketing automation with lending operations for borrower lifecycle management.
Operational coverage emphasized post-close lending functions and borrower retention, with the platform serving as the primary mechanism for centralized follow up and repeat customer outreach. The Top of Mind case study reports the lender generated nearly $43 million in additional volume from repeat customers, a result attributed to sustained use of the Client for Life workflow.
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NFM Lending | Banking and Financial Services | 1100 | $300M | United States | Top of Mind Networks | Top of Mind Client For Life | Marketing Automation | 2022 | n/a |
In 2022 NFM Lending implemented Top of Mind Client For Life as part of a Marketing Automation initiative to scale influencer marketing and video outreach across prospects and referral partners in the United States. The implementation targeted post-close engagement and prospect nurturing using the Top of Mind Client For Life application, aligning automated journeys to lending relationship workflows. The deployment emphasized the Top of Mind Client For Life application within the Marketing Automation stack to expand outreach channels beyond email and standard nurture programs.
NFM Lending activated Top of Mind’s Surefire capabilities, explicitly using the Client for Life workflow and Power Video module to create automated post-close journeys and video outreach sequences. Configuration focused on templated video touchpoints, sequenced nurture steps, and Client for Life style lifecycle workflows to operationalize influencer and referral partner messaging at scale. Module usage is described in the vendor write-up as combining Client for Life workflow orchestration with Power Video asset delivery.
Operational scope covered marketing-led prospecting and referral partner engagement across the United States, with programs designed to feed originations pipelines and referral channels. The program orchestrated lead nurturing and referral engagement workflows, extending marketing automation into post-close relationship management and prospecting activities. These activities emphasized automated outreach cadence and video-enabled touchpoints to influence referral behaviors and prospect conversion.
Top of Mind reports the program generated thousands of leads and NFM Lending closed nearly 50 deals approximately fifteen million dollars in a single month attributable to those video and automated outreach efforts. The implementation therefore links Top of Mind Client For Life and Power Video usage to measurable lead generation and closed deal outcomes as reported by the vendor.
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SecurityNational Mortgage Corporation | Banking and Financial Services | 1040 | $350M | United States | Top of Mind Networks | Top of Mind Client For Life | Marketing Automation | 2020 | n/a |
In 2020, SecurityNational Mortgage Corporation implemented Top of Mind Client For Life as part of its Marketing Automation stack. The deployment leveraged Top of Mind’s Surefire CRM capabilities to run mortgage email marketing and automated workflows across the company’s branch network in the United States.
Implementation emphasized administrative led deployments and centralized campaign provisioning, enabling branches to execute co branded campaigns with realtors while maintaining corporate control over templates and messaging. Functional configuration included CRM driven contact segmentation, automated drip sequences aligned to a reported five year post close engagement cadence, and campaign co branding capabilities used by branch marketing teams.
Operational coverage explicitly spanned SecurityNational’s branch network in the United States and impacted mortgage marketing, branch operations, realtor partnership outreach, and post close client engagement functions. Integrations with other systems are not detailed in the source, the implementation narrative therefore focuses on internal workflow automation, CRM to email orchestration, and branch level campaign execution.
The case study reports that Surefire’s marketing automation helped SecurityNational achieve roughly ten times the customer reach with far fewer resources, and module usage of post close Client for Life workflows is inferred from the described five year drip and automated workflows. Top of Mind Client For Life, operating within the Marketing Automation category, served as the platform for shifting post close communications to automated, CRM driven lifecycle programs.
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