Mortgage Coach enhances integration with Black Knight’s Surefire

IRVINE, Calif, March 2, 2022 – Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight’s customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry. The enhancement enables lenders to execute marketing campaigns that help convert borrowers at scale with Mortgage Coach Total Cost Analysis (TCA)-embedded marketing content.

Surefire is Black Knight’s CRM and mortgage marketing engine that helps lenders of all sizes win new business, earn repeat business and generate referral business. Through Surefire’s integration with Mortgage Coach, TCA-enriched, text- and email-marketing content that engages borrowers with interactive loan comparisons is now available to mutual customers in Surefire’s creative asset library. The integration also enables lenders to leverage Surefire’s marketing automation capabilities to build TCA-enriched content into prospect, nurture and Client for Life workflows, as well as deploy targeted campaigns on a one-off basis.

“Combining Mortgage Coach’s TCAs with Surefire’s intelligent marketing workflows equips lenders to engage borrowers at any stage in the homeownership lifecycle with the education they crave via their communication channel of choice,” said Mortgage Coach President Joe Puthur. “Empowering borrowers to compare the merits of multiple financial products positions loan originators as highly trusted advisors that can provide counsel, not just pricing.”

“Our integration with Mortgage Coach allows Surefire users to seamlessly engage prospects with valuable education on how the type of loan they select impacts their financial outcome — information they may not have seen before,” said Erik Enright, Managing Director of Surefire CRM and Mortgage Marketing for Black Knight. “We are excited about this integration that makes it easy for loan officers to provide personalized lending education.”

The release of TCA-enriched creative content builds upon Mortgage Coach’s existing integration with Surefire, which enables lenders to generate TCAs prefilled with borrowers’ current loan and financial data from Surefire’s dashboard. Currently, lenders can generate seven types of TCA comparisons in Surefire, including the purchase power analysis, move-up analysis and annual mortgage review.


About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks to connect borrowers with the right loan at the right time.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company’s intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry’s #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. The company’s side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

Learn more about Sales Boomerang and Mortgage Coach here!

@SalesBoomerang @MortgageCoach @HousingWire #HWVanguard
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Leslie Colley
DepthPR for Sales Boomerang
Leslie@DepthPR.com
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