mloflo + Surefire CRM
Create new Surefire CRM contacts from new mloflo leads
Streamline your lead management process with this efficient workflow. When you gain a new lead in the mloflo app, a contact will be promptly created in your Surefire CRM. This translates into quicker, more organized responses to potential clients, improving your marketing effectiveness and accelerating business growth.
Streamline your lead management process with this efficient workflow. When you gain a new lead in the mloflo app, a contact will be promptly created in your Surefire CRM. This translates into quicker, more organized responses to potential clients, improving your marketing effectiveness and accelerating business growth.
- When this happens...New Lead
Triggers when a new lead is added in mloflo.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
- Free forever for core features
- 14 day trial for premium features & apps
Add Borrower Contacts
Triggers when a new borrower contact is added.
Try ItBorrower First Name
Borrower Last Name
Borrower Email
Borrower Home Phone
Borrower Work Phone
Borrower Cell Phone
Borrower DOB
Co-Borrower First Name
Co-Borrower Last Name
Co-Borrower Email
Co-Borrower Home Phone
Co-Borrower Cell Phone
Co-Borrower DOB
Scheduled Closed Date
Loan Type
Loan Purpose
Occupancy
Loan Amount
Source
ReferredBy First Name
ReferredBy Last Name
Note Rate
Loan Term
Sales Price
Appraised Value
Subject Property Street
Subject Property City
Assigned To
Subject Property State
Subject Property Zip Code
Loan Number
Buyers Realtor Name
Buyers Realtor Phone
Buyers Realtor Email
Buyers Realtor Company
Seller Realtor Name
Seller Realtor Phone
Seller Realtor Email
Seller Realtor Company
Try ItBorrower First Name
Borrower Last Name
Borrower Email
Borrower Home Phone
Borrower Work Phone
Borrower Cell Phone
Borrower DOB
Try ItEmail
Contact First Name
Id
Phone
Contact Last Name
Source
