OPINATOR

OPINATOR

Innology Ventures
Surefire CRM

Surefire CRM

Top of Mind Networks
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About

Bring the human touch to CX! Boost response rates in VoC, NPS, and CX Management programs with highly engaging and fully customized interactions (e.g. surveys, forms, etc.) that become an extension of your brand. OPINATOR enables you to act on feedback, reduce customer effort, and drive value in each touchpoint. Featuring Predictive, Prescriptive, and Text Analytics, Case Management system, and role-based dashboards. Generate remarkable interactions and turn customers into promoters. OPINATOR is self-manageable but also provides a Customer Success team to overview and guide your projects when you need it. Customers expect innovative and delightful interactions. Combine technology, creativity, and deep customer understanding to deliver those experiences and boost customer engagement. Companies will double down on their CX efforts during the following decade. Rather than old, inefficient surveys, captivate your customers with engaging and personalized UIs.

About

Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Businesses searching for a solution to improve their customer interactions

Audience

Mortgage lenders and mortgage professionals

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.3 / 5
support 4.0 / 5

Pros & Cons from Real Users

Pros

  • 1. I liked the updated content the Surefire Top of Mind. New developments and materials have been rolling out about every month as far as content goes. 2. Surefire allows for some integration with other platforms for automation 3. Mostly ready out of the box just need some honing to match your company's processes
  • Flexible platform equipped with features to generate excitement for all levels of use and approaches to technology-enabled marketing. The turnkey creative content, especially for timely news, helps eliminate delays in getting relevant content out to contacts. Customer support is the best I've come across and you're always guaranteed some form of a response to your inquiries on the same day you've submitted a ticket.
  • Ease of automation so the LO can focus on their primary role. Plenty of features to accommodate the majority of users. Fantastic support from Top of Mind. Great content to use or modify to company preferences. Features are constantly improved on while other features are released to keep the CRM current with user and company needs.

Cons

  • 1. There is a learning curve. For me it seem a bit longer as the onboarding person did not cover the structure of the platform well. It becomes easy once you figure this out 2. Support responses can be slow at times and no phone number to reach someone. 3. Surefire is not big on reports.
  • Learning the system can be a little overwhelming at first, especially on an individual, loan officer level. Recommend having a team of admins who will be subject matter experts on the system and can troubleshoot as needed.
  • In some areas, the CRM could be more intuitive but Top of Mind continues to improve so this has addressed in most areas.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Innology Ventures
Founded: 2011
Spain
www.opinator.com

Company Information

Top of Mind Networks
Founded: 2003
United States
www.topofmind.com

Alternatives

Delighted

Delighted

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Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
Heyday AI

Heyday AI

Hootsuite
Unify CRM

Unify CRM

Unify
ReFrame Engage

ReFrame Engage

WSD Digital

Categories

Categories

Customer Communications Management Features

Batch Communications Not Supported
Chat / Messaging Not Supported
Content Management Not Supported
Email Distribution Supported
Interactive Content Supported
Multi-Channel Communications Supported
On-Demand Communications Supported
Personalization Supported
Print Management Not Supported
Template Management Supported
Video Content Supported

Customer Engagement Features

Analytics Supported
Churn Management Not Supported
Communication Management Supported
Community Management Not Supported
Content Syndication Not Supported
Feedback Collection Supported
Gamification Supported
Live Chat Not Supported
Video Content Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Supported
Multi-Channel Collection Supported
Sentiment Analysis Supported
Survey Management Supported
Text Analysis Supported
Trend Analysis Supported

Customer Communications Management Features

Batch Communications Supported
Chat / Messaging Not Supported
Content Management Supported
Email Distribution Supported
Interactive Content Supported
Multi-Channel Communications Supported
On-Demand Communications Supported
Personalization Supported
Print Management Supported
Template Management Supported
Video Content Supported

Customer Engagement Features

Analytics Supported
Churn Management Not Supported
Communication Management Supported
Community Management Not Supported
Content Syndication Supported
Feedback Collection Supported
Gamification Supported
Live Chat Supported
Video Content Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Supported
Multi-Channel Collection Supported
Sentiment Analysis Not Supported
Survey Management Supported
Text Analysis Not Supported
Trend Analysis Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Not Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Not Supported
Template Management Supported
WYSIWYG Email Editor Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Lead Nurturing Features

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

Loan Origination Features

Amortization Schedule Supported
Audit Trail Supported
Closing Documents Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Not Supported
Document Management Supported
Fee Management Not Supported
Loan Processing Not Supported
Online Application Not Supported

Mortgage and Loans Features

Amortization Schedule Supported
Client Database Supported
Closing Documents Not Supported
Commercial Mortgages Not Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Document Management Supported
Electronic Applications Not Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Not Supported
Pipeline Management Supported
Pre-Qualification Not Supported
Refinance Management Not Supported
Residential Mortgages Not Supported

Social Media Management Features

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

Social Media Marketing Features

Analytics Supported
Automated Publishing Supported
Contact Management Supported
Content Management Supported
Conversion Tracking Supported
Customer Targeting Supported
Keyword Filtering Not Supported
Multi-Account Management Supported
Post Scheduling Supported

Integrations

BeSmartee Not Supported
Blend Not Supported
BombBomb Not Supported
Calyx Point Not Supported
Chat Agents Not Supported
Cyclr Not Supported
Encompass Not Supported
Facebook Not Supported
Fiserv Mortgage Director Not Supported
Floify Not Supported
LendingPad Not Supported
LinkedIn Not Supported
Microsoft Azure Not Supported
Microsoft Exchange Not Supported
OpenClose Not Supported
Salesforce Not Supported
SimpleNexus Mortgage Platform Not Supported
TrustEngine Not Supported
Wufoo Not Supported
Zapier Not Supported

Integrations

BeSmartee Supported
Blend Supported
BombBomb Supported
Calyx Point Supported
Chat Agents Supported
Cyclr Supported
Encompass Supported
Facebook Supported
Fiserv Mortgage Director Supported
Floify Supported
LendingPad Supported
LinkedIn Supported
Microsoft Azure Supported
Microsoft Exchange Supported
OpenClose Supported
Salesforce Supported
SimpleNexus Mortgage Platform Supported
TrustEngine Supported
Wufoo Supported
Zapier Supported
Claim OPINATOR and update features and information
Claim OPINATOR and update features and information
Claim Surefire CRM and update features and information
Claim Surefire CRM and update features and information