Surefire CRM introduces online storefront for originators to curate a rules-based, automated retention gift experience for clients
(ATLANTA, Ga.) NEWS: Top of Mind Networks (Top of Mind), a leader in customer relationship management (CRM) and marketing automation software for the mortgage lending industry, today announced it has launched the Surefire CRM Retention Center to help loan originators (LOs) foster loyalty among their clients.
The Retention Center is an online retention gift store that enables loan originators (LOs) to curate a gift-receiving experience for clients in lieu of or in addition to corporate-level client retention initiatives. Within the Retention Center, LOs can build automated retention gift campaigns based on rules such as loan type (refinance or purchase), loan amount and occasion. Once a retention gift campaign has been activated, Top of Mind dynamically customizes, professionally packages and ships the retention gift to its recipient. Retention Center
Top of Mind launches Retention Center to help loan originators foster customer loyalty
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