List of Top of Mind Surefire CRM Customers
Atlanta, 30339-4191, GA,
United States
Since 2010, our global team of researchers has been studying Top of Mind Surefire CRM 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 Surefire CRM for Customer Support 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 Surefire CRM for Customer Support include: SecurityNational Mortgage Corporation, a United States based Banking and Financial Services organisation with 1040 employees and revenues of $350.0 million, Sundt Mortgage At Vip Mortgage, a United States based Banking and Financial Services organisation with 17 employees and revenues of $1.0 million, First Equity Mortgage Bankers, 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 Surefire CRM, 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 Surefire CRM 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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First Equity Mortgage Bankers | Banking and Financial Services | 10 | $1M | United States | Top of Mind Networks | Top of Mind Surefire CRM | Customer Support | 2020 | n/a |
In 2020, First Equity Mortgage Bankers implemented Top of Mind Surefire CRM to run bilingual Spanish and English marketing across the borrower lifecycle. Top of Mind Surefire CRM, categorized as Customer Support, was used to centralize automated borrower communications and campaign orchestration for mortgage origination and post close engagement.
The implementation configured core CRM capabilities including automated campaign workflows, bilingual content libraries, and borrower segmentation to support loan officer outreach and lifecycle marketing. Specific module use is inferred to include Client for Life and post close campaign templates and automation consistent with the case detail provided by the vendor and lender site.
Operational coverage targeted U.S. mortgage marketing and borrower engagement, with deployment supporting loan officers and marketing staff responsible for acquisition and retention campaigns. The vendor case highlights use of bilingual content and scheduled automated campaigns to sustain communications from origination through post close stages of the borrower lifecycle.
Governance and process changes emphasized embedding automated campaign workflows into loan officer activity and marketing operations, reducing manual follow up through scheduled bilingual outreach. The lender reported significant growth tied to CRM driven engagement, including a 35 percent headcount increase in the second half of 2020, underscoring the operational role of Top of Mind Surefire CRM in scaling borrower engagement.
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SecurityNational Mortgage Corporation | Banking and Financial Services | 1040 | $350M | United States | Top of Mind Networks | Top of Mind Surefire CRM | Customer Support | 2020 | n/a |
In 2020, SecurityNational Mortgage Corporation implemented Top of Mind Surefire CRM to centralize mortgage marketing and automate workflows across its U.S. retail mortgage operations. The Top of Mind Surefire CRM deployment is cataloged under the Customer Support category and was positioned to consolidate campaign execution and post-close engagement into a single platform.
Configuration focused on campaign orchestration and marketing automation capabilities typical of a CRM for mortgage retail operations, including automated lead nurturing, templated campaign libraries, and lifecycle marketing workflows. Implementation narratives describe the use of Client-for-Life post-close campaigns inferred from the documented focus on retention and post-closing engagement, with system configuration oriented toward recurring campaign schedules and borrower segmentation.
The case study documents administrative-led deployments and explicit integrations with loan origination and point-of-sale systems, enabling data flows between LOS and Top of Mind Surefire CRM for campaign triggering and client data synchronization. Operational coverage targeted U.S. retail mortgage teams, connecting marketing and origination touchpoints to support automated post-close and borrower outreach processes.
Governance was centralized under administrative control, with administrators responsible for template provisioning, campaign governance, and workflow standardization across retail branches. Rollout emphasized centralized configuration of templates and automated sequences to reduce local variability in marketing execution while enabling consistent post-close communication.
Vendor-reported outcomes in the case study indicate that SecurityNational reached 10 times as many customers with 10 times fewer resources in its U.S. retail mortgage operations, a claim attributed to Top of Mind in the source material. The documentation frames this as an operational benefit tied to centralized campaign automation and integrations with LOS and POS systems.
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Sundt Mortgage At Vip Mortgage | Banking and Financial Services | 17 | $1M | United States | Top of Mind Networks | Top of Mind Surefire CRM | Customer Support | 2020 | n/a |
In 2020 Sundt Mortgage At Vip Mortgage deployed Top of Mind Surefire CRM in the Customer Support category to support mortgage origination and refinance prospecting activities within the U.S. mortgage CRM process area. The deployment centered on using Top of Mind Surefire CRM to operationalize outreach to refinance prospects and align customer support and origination touchpoints with targeted messaging workflows.
The implementation explicitly used the Power Messaging module within Top of Mind Surefire CRM, as documented in the vendor case material, to orchestrate targeted outbound communications and campaign sequencing for identified refinance leads. Broader Surefire CRM workflow usage is inferred from the case material, indicating integration of campaign lists, segmentation logic, and automated messaging cadence consistent with Customer Support and CRM process practices.
Operational coverage focused on origination and customer support functions responsible for refinancing pipelines, with internal campaign governance and messaging cadence adopted to manage outreach. The deployment delivered documented originations outcomes in Q2 2020, driving 332 deals with a 38.6% conversion rate and an average loan size of $303,000, demonstrating Top of Mind Surefire CRM Power Messaging driving measurable CRM driven origination activity in the U.S. mortgage context.
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