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Capture Leads, Streamline CRM, and Nurture Clients Automatically

Mortgage Broker Marketing & Automation Software

For mortgage brokers, every lead counts— but managing forms, client communication, and follow-upscan be overwhelming. Surge by Thrivehelps you capture inquiries with smart forms, integrate them directly into your CRM, and nurture leads with automated SMS flowsthat keep you top of mind until closing.

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Screenshot of a digital funnel builder interface showcasing landing page creation features, with text highlighting ease of use for real estate services and a contact form for potential clients.

The Challenges Mortgage Brokers Face

Mortgage professionals juggle heavy paperworkand fast-moving leads.Without a smooth intake process, important details get lost, slowing down approvals and frustrating clients. Staying on top of follow-ups is just as critical— a missed call or delayed response often pushes borrowers to competitors.

On top of that, building strong client relationships requires consistent communication.But without automation, brokers spend too much time chasing documents and sending remindersinstead of focusing on securing the best deals.

How Surge Helps Mortgage Brokers Grow

Surge brings everything into one streamlined system— from lead capture to ongoing client nurturing.With seamless CRM integrationsand automated SMS campaigns,you’ll never lose track of a prospect or miss an opportunity to connect.

With Surge, you can:

  • Collect borrower details instantly through Custom Forms integrated with your CRM
  • Keep prospects engaged with SMS nurture flows and timely follow-ups
  • Simplify client management by centralizing communication and tracking in one dashboard
Chat interface showing two-way SMS messaging for scheduling appointments, featuring conversation snippets about eye exams, insurance inquiries, and appointment confirmations, emphasizing quick responses and customer engagement.
Dashboard displaying sales opportunities metrics, including graphs and status breakdowns for automated lead nurturing and conversion tracking.

Why Mortgage Brokers Choose Surge

Surge is built for brokers who need powerful yet simple toolsto compete in a fast-moving market.It’s more affordable than adding staff, scales easily as your pipeline grows, and works seamlessly across desktop, tablet, and mobile.

Onboarding is quick too:we’ll set up your forms, CRM connections, and nurture flows so you’re ready in days.

Real Outcomes for Mortgage Brokers

Brokers using Surge see better lead managementand stronger client pipelines.

  • Faster intake with forms connected directly to CRM systems
  • More engaged prospects through consistent SMS follow-ups
  • Streamlined workflows that save hours of manual admin each week
  • Higher closing rates from leads nurtured until they’re ready to commit

With Surge, mortgage brokers can reduce paperwork, strengthen client communication, and keep every lead movingtoward a successful closing.

Visual representation of Surge by Thrive's digital solutions, featuring icons for appointment reminders, lead tracking, and communication tools, emphasizing streamlined processes for surveys and document management.

Join 2,300 + Surge by Thrive Customers!

Christian Kuzdub
Christian Kuzdub
Kuzdub HVAC Solutions
Surge by Thrive

I would give Surge by Thrive a 5 out of 5 stars! It's extremely easy to use even if you're not tech-savvy, it's effective and I highly recommend it!

Janiece Nicolette
Janiece Nicolette
Komo Roofing
Surge by Thrive

I have used different marketing automation platforms and this is now the best one I can recommend for beginners and SME.

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Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone
  • Chat with your clients & leads right from the app

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Image of a mobile app interface showcasing Surge by Thrive's sales and marketing tools for small businesses, emphasizing real-time notifications and client communication features.

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