Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Surefire integration
Answer borrower questions in Tidio with the Surefire contact and campaign in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Surefire
Answer with the record in view
The Surefire contact and assigned loan officer mean the borrower is not re-explaining who they are.
Avoid a duplicate touchpoint
Campaign history stops an agent repeating what Surefire already sent this week.
Respect an opt-out
A stop request in chat is applied in Surefire, which matters for compliance.
Route to the loan officer
The assignment in Surefire decides who should pick the conversation up.
Overview
Surefire keeps the borrower relationship for mortgage teams: the contact, the campaigns, the scheduled touchpoints, the opt-out status. Borrowers ask questions at odd hours and expect a fast answer, which is what chat is for. Reading Surefire into Tidio gives whoever replies the contact record and what has already been sent, and a conversation can enroll or remove somebody from a campaign without breaking the compliance rules.
Key features
- Borrower record in the chat The Surefire contact and their loan officer.
- Campaign history See which touchpoints have already gone out.
- Opt-out status respected Surefire suppression is visible before you send.
- Enrollment from a conversation The right campaign starts when it makes sense.
Surefire
CRM
Tags
CRM
Contact Sync
How it works
Connect Surefire in minutes
1
Connect Surefire and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and the Surefire API talk directly.
2
Keep the field list narrow
Contact, officer, campaign state and opt-out. Loan and financial detail stay out.
3
Apply opt-outs immediately
A stop request updates Surefire before any further contact happens.
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Frequently asked questions
Common questions about the Surefire integration
What borrower data should a chat show?
Contact detail, the assigned loan officer and campaign state. Loan amounts, credit information and application detail should stay in the systems built for them, with their own access controls. Decide the field list with your compliance team before connecting anything.
How quickly must an opt-out apply?
Immediately. Mortgage marketing is a regulated area, and a borrower who asks you to stop and then receives a scheduled Surefire touchpoint is a complaint with rules attached. Push the suppression the moment the request is made.
Is the Surefire integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Surefire integration.