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Attend any of our free training webinars to take your Surefire game to the next level.
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| New User Orientation (1hr) Learn everything you will need to know to get started using Surefire including:
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Every Thursday |
3:00p ET Register |
| Media Library & Deployment Center (30min) Discover how to navigate the Media Library and Deployment Center, including:
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Every
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2:00p ET Register |
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Loan Officer Training 101 - Set Yourself Up for Success with Surefire Offered weekly, Tuesdays at 3pm ET. This 45-minute course kicks off by showing Surefire' s basic automation tools (our Blueprints for Success) and why they play an important role in maintaining and bringing repeat and referral business. We do a quick walk through the system sharing best practices and where everything is located. Our goal...to help Loan Officers get the most out of Surefire and their database from day 1. * Perfect for New Users |
Every |
3:00-3:45p ET |
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Admin Training 101: Using the 5 W’s and One H approach to Mastering Surefire - The Basics The admin role has a few baseline responsibilities that are very important to the role, and all are covered here. From adding a new user, deactivating them, general system navigation, troubleshooting, and understanding the 5W+1H approach to mastering the system, this is the place to start when trying to Master Managing Surefire for your Company. *Attendees receives a certificate via email 1 day after the event completion + PDF reference packet |
Every 4 weeks on Wednesday |
1:00-1:45pm ET |
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Loan Officer Training 102 - Beyond the Basics Class starts July 13th Offered weekly on Thursdays at 1pm ET, this 50 min course is for loan officers who are ready to dive deeper into Surefire. Customizing your “views’ , utilizing tags, and using the search feature to mine your database of opportunities.
Attendance provides the opportunity to register to receive a monthly touch that outlines recommendations on what to send each month beyond the blueprints. *Prerequisite: Must have taken either the New User Orientation or LO Training 101 prior to attending this course |
Every Thursday |
1:00 - 1:50pm ET Start July 13th, 2023
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Admin Training 102: At the Heart of it all - The Media Library Many things set Surefire apart from our competitors, but the most unique aspect is the content. No other Mortgage Marketing Platform offers new omni channel content, monthly at no additional charge. Our Award-Winning Content is at the heart of what has kept Surefire Top of Mind with the leaders in the industry for over 18 years. How many other mortgage CRM’s can you name that have stood the test of time? Learn more about our Award-winning content, how to best navigate the media library, and how we determine what makes the cut. *Attendees receive a certificate via email 1 day after the event completion + PDF reference packet |
Every 4 weeks on Wednesday |
1:00-1:30p ET / Start June 21
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Admin Training 103: Workflows vs. Milestones + the Rules that Automate Them The final piece of the puzzle – Mastering the Settings in Surefire is a key factor that Admins occasionally overlook when administrating their account. This final element is the Missing Link for many Surefire Admins. *Attendees receive a certificate via email 1 day after the event completion |
Every 4 weeks on Wednesday
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1:00-1:30pm ET /
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Admin Training 104: Putting it All Together - Master Settings The final piece of the puzzle – Mastering the Settings in Surefire is a key factor that Admins occasionally overlook when administrating their account. This final element is the Missing Link for many Surefire Admins. *Attendees receives a certificate via email 1 day after the event completion |
Every 4 weeks on Wednesday |
1:00-1:30pm ET
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Surefire Monthly Admin Update This session is for Admins who manage Surefire for their company. Each month we review the new content calendar, go over any notable enhancements, and cover a new strategy to help your company or users get more out of Surefire. Topics are selected each month based on questions or requests from the prior month to ensure they are timely topics. Each participant will receive a PDF booklet at the end of the meeting to refer to if needed. *This registration will auto register you for the meeting each month |
Second Tuesday of each month |
1:00-1:45 pm ET
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