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Surefire CRM

Surefire CRM is a mortgage-faced CRM that helps lenders and loan officers win new business, earn repeat business, and gain referral business.

What can you do with Capacity and Surefire CRM?

  • See lead details
  • See my tasks
  • Lookup contacts
  • Lookup calendar events

Surefire CRM Features:

  • Create workflows
  • Access content library
  • Measure goals with reporting