AgentLog
Surefire CRMMortgage

The voice-CRM layer your Surefire CRM setup is missing.

Top of Mind's CRM for mortgage marketing automation. Where it stops short: Discovery and partner calls don't get logged in real time. AgentLog closes that gap — every borrower call becomes a structured update inside Surefire CRM, no typing required.

MortgagePairs with Surefire CRMPWA — install to home screen

What Surefire CRM does well

  • Marketing automation
  • Realtor co-marketing
  • Drip campaigns

Where AgentLog fits

AgentLog logs borrower discovery and realtor partner calls into Surefire as activities + tasks.

Sample voice noteSpoke with Rachel — first-time buyer, pre-approved 480k, looking in Plano. Husband Tom is co-borrower, his W2 still pending. Realtor is Lisa Park at Keller Williams. Rate concern is the main blocker. Remind me Thursday to send updated rate sheet and follow up on Tom's W2.
PersonRachel Patel (Borrower)
CompanyRealtor partner: Lisa Park (Keller Williams)
OpportunityPlano FTHB — $480k pre-approval$480,000
StagePre-Approval — Awaiting Docs
Tasks1. Thursday — send updated rate sheet to Rachel2. Follow up with Tom for W23. Loop Lisa Park on rate lock options
Suggested textHi Rachel — Thursday I'll send a fresh rate sheet. Once Tom's W2 lands we can talk lock strategy. Looping Lisa so she's in the loop too.

Surefire CRM vs AgentLog at a glance

CapabilitySurefire CRMAgentLog
Lead routing / pipeline UIYes — its core strength.No — keep using Surefire CRM.
Post-call voice captureLimited or manual typing.Yes — one tap, structured output.
Speaker diarization (multi-voice transcripts)No.Yes (Deepgram nova-3).
Mortgage-aware CRM extractionGeneric notes.Yes — contacts, opportunities, stages, tasks.
Drafted follow-up textManual.Drafted from the parsed conversation.
Review-before-apply gateYes — nothing writes until you approve.

Frequently asked

Is AgentLog a full Surefire CRM replacement?

No — AgentLog is the voice-capture and CRM-update layer. Most teams keep Surefire CRM as their CRM and use AgentLog to remove the post-call typing that Surefire CRM doesn't solve.

What does AgentLog do that Surefire CRM doesn't?

Discovery and partner calls don't get logged in real time. AgentLog records, transcribes, extracts mortgage signals, and shows a review screen — then writes structured updates back to Surefire CRM.

Will it work with Surefire CRM integrations?

AgentLog produces structured contact, opportunity, task, and activity payloads designed to feed CRMs like Surefire CRM.

What does it cost compared to Surefire CRM?

AgentLog is priced per active user. It's designed to be additive to your existing CRM — pay for AgentLog for the voice layer, keep paying Surefire CRM for the CRM features you already use.

Other Mortgage CRM alternative pages

Keep Surefire CRM. Add the voice layer.

AgentLog is built to be the voice-capture front-end for the CRM you already pay for. Get the structured CRM updates you'd write — without writing them.