Here's How You Can Register for a Webinar
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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Surefire Showcase This is the perfect starting point for anyone who needs to get a better overall understanding of Surefire. This live webinar highlights all that Surefire has to offer and gives each participant a better understanding of what Surefire is, what it does, and how it will keep your team and company Top of Mind for repeat and referral business. *Attendees receives a certificate via email 1 day after the event completion |
Every |
1-1:30pm ET / Start Oct 27 Ends June 1, 2023 |
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Loan Officer / User Training 101 - Surefire’ s Blueprints for Success + Best Practices This 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. It then moves to cover best practices for using Surefire, to help Loan Officers and Users get the most out of Surefire and their database. *Attendees receives a certificate via email 1 day after the event completion + PDF reference packet |
Every |
3-3:30pm ET / Start Nov 1 - End June 6, 2023 |
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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 |
1-1:30pm ET/ |
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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 |
1-1:30pm ET / Start Nov 9
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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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1-1:30pm ET / Start Nov 16
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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 |
1-1:30pm ET / Start Nov 23 End June 28, 2023
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Surefire Monthly Admin Update (Option 1) 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 |
1-1:45 pm ET
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Surefire Monthly Admin Update (Option 2) 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 |
Fourth Wednesday of each month |
2-2:45pm ET / Start Oct 26-End June 28, 2023
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