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. From individuals to enterprise lenders, Top of Mind’s Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. Today, the company is recognized as the mortgage industry’s most-relied-upon provider of marketing automation and creative content solutions. In June, Top of Mind placed among the world’s top creators of video content in the 41st Annual Telly Awards, and in August, its Surefire CRM was named Product of the Year, Small Company division by Business Intelligence Group’s (BIG) Sales and Marketing Technology Awards, also known as “The Sammys.”įounded in 2003, Atlanta-based Top of Mind Networks ( ) started as a bootstrapped direct-mail marketing company. Top of Mind went on to earn eight more platinum and gold awards for outstanding content at the 2020 Hermes Creative Awards in May. In March, the company’s creative marketing campaigns took home platinum and gold in the 2020 AVA Digital Awards competition. This award comes on the heels of other prominent industry recognition for Top of Mind. “We look forward to continuing our innovative momentum by strengthening partnerships and updating our platform with features that truly deepen the relationship between borrower and loan officer.” Request a Demo Trusted by leading businesses of all sizes Our customers experience > 90 reduction in project email clutter 10x faster onboarding 18 increase in Net Promoter Score 3x transaction throughput Accelerate your business with modern client project portals. “ Surefire CRM’s recognition at this year’s Digital Mortgage demo competition further confirms that Top of Mind’s features resonate with on-the-ground mortgage executives and technology experts,” said Top of Mind CEO Bill Hayes. Participants were ranked in order from highest- to lowest-scoring. Each judge scored participants on a ten-point scale. The competition was judged by Will Adams, head of sales at LendingTree Julian Hebron, founder of The Basis Point and Austin Kilgore, director of digital lending at Javelin Strategy and Research. Top of Mind tied with fintech Blend as second runner up HouseCanary was named runner up and Moxtra earned the $5,000 grand prize. In todays mobile world, your business needs its own app, under your brand, to engage your. In all, twenty-two companies entered the competition, including Black Knight, Salesforce and Radian. Moxo is available for mobile devices via iOS and Android apps.Top of Mind demonstrated how its Surefire CRM integrates with mortgage point-of-sale (POS) systems to improve loan application completion rates with features such as Power Calls and Power Messaging. With integrated Webhooks, Moxo is able to integrate with external systems for document management, CRM and more to streamline existing workflows. Using Moxo's task management system, users are able to track the progress of any task with to-do lists and designated binders. Additionally, businesses can manage all interactions taking place between internal teams and clients across all social channels such as WhatsApp and WeChat. Schedule a demo, to find out how the Moxtra to Zoho CRM integration helps boost your business’ efficiency. For advanced collaboration, users can communicate digitally using screen-sharing capabilities to focus on issues or tasks at-hand. Integrate Moxtra with Zoho CRM to automate your tasks, leaving you more time to focus on business-critical processes. Users can create illustrative visual, video, and vocal annotations to any file shared for precise communication. Business documents can be securely stored in the cloud, categorized and organized with virtual data rooms, and electronically signed with e-signing capabilities. With Moxo, businesses can provide continuous customer service in a branded OneStop portal using integrated video conferencing and secure messaging. Features include secure messaging, video conferencing, eSignature capabilities, virtual data rooms, task management, screen sharing, transaction processing, visual annotations, social app connectors, and more. Designed for virtual workplaces, Moxo ensures business continuity by providing connected experiences for all users with a suite of collaboration tools. 6 minutes to read 15 contributors Feedback In this article Prerequisites Scenario description Add Moxtra from the gallery Configure and test Azure AD SSO for Moxtra Show 4 more In this tutorial, you'll learn how to integrate Moxtra with Azure Active Directory (Azure AD). Engaging end-users with a one-stop digital experience, Moxo is a cloud-based business interaction management solution that enables businesses to create a branded portal to maintain continuous connection with internal teams and external clients.
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