IMPLEMENTATION & MIGRATION
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Surefire CRM (Top of Mind)
HubSpot
Migrate from Surefire CRM to HubSpot with automated precision
Modernize your mortgage lending operations by moving your Top of Mind data into HubSpot's powerful growth platform. Our proprietary transformation layer handles complex loan-to-contact associations that standard imports simply cannot touch.
100%
Data Fidelity
72 hrs
Avg. Migration
500+
Schema Mappings
"How does SuprSwitch handle Surefire's complex co-borrower relationships?"
Our in-house engine identifies co-borrower links within Surefire and recreates them in HubSpot using advanced association labels, ensuring loan records remain tied to both parties.
"Will our custom mortgage 'Milestone' dates be preserved?"
Yes, our proprietary transformation layer automatically generates custom date properties in HubSpot to house every historical milestone from your Surefire environment.
"Can we migrate our Real Estate agent referral network accurately?"
Absolutely. We extract referrer data and map it as associated Contact or Company records, maintaining the 'Source' integrity essential for your purchase-business tracking.
Why SuprSwitch
Why Lenders Choose SuprSwitch Over DIY Exports
Surefire (Top of Mind) utilizes a mortgage-specific schema that doesn't align naturally with generic CRM structures. We bridge that gap automatically.
Relational Integrity
We preserve the critical link between Loan Officers, Borrowers, and their specific Loan Folders without manual spreadsheet manipulation.
Automated Schema Build
Our engine automatically builds out 100+ mortgage-specific properties in HubSpot so your team doesn't have to.
Workflow Continuity
We translate your Surefire 'Blueprints' logic into HubSpot Workflows, ensuring your automated marketing doesn't miss a beat.
Zero Down-Time
While the proprietary transformation layer runs, your LOs can continue working in Surefire until the final cutover.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Full-Spectrum Mortgage Data Coverage
We ensure every data point from your Top of Mind environment finds its perfect home in HubSpot.
Persons/Contacts
All records
Persons/Contacts
HubSpot Contacts
💡 Includes co-borrower logic and primary LO assignment.
Deals/Loans
All records
Deals/Loans
HubSpot Deals
💡 Maps loan amount, rate, and mortgage type to deal stages.
Referrers
All records
Referrers
HubSpot Partners
💡 Maintains the connection between agents and their referred leads.
Notes & Histories
All records
Notes & Histories
HubSpot Timeline
💡 Injects historical interaction logs directly into the timeline.
Tasks & Reminders
All records
Tasks & Reminders
HubSpot Tasks
💡 Replicates follow-up schedules for active pipelines.
Media/Files
All records
Media/Files
HubSpot Attachments
💡 Migrates stored loan documents into the HubSpot File Manager.
Under the Hood
The Science of Mortgage Data Transformation
Our proprietary in-house engine is designed specifically for the nuances of financial services data.
Schema Intelligence
Native MappingSuprSwitch uses native schema mapping to identify Surefire-specific fields like NMLS IDs and Loan Purpose automatically.
In-House Engine
Direct ExtractWe utilize direct data extraction to pull deep-level records that standard user-level exports often overlook.
Field Fidelity
High FidelityOur proprietary transformation layer ensures data types (dates, picklists, currency) are formatted correctly for HubSpot.
Enterprise Security
Secure ShieldData is processed through an encrypted, proprietary layer ensuring PII and sensitive financial data remain protected.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture
A Proven Migration Framework
From initial Top of Mind audit to final HubSpot validation, our process is surgical and secure.
1
Discovery & Audit
We perform a deep scan of your Surefire custom fields and loan status milestones.
Day 1
2
Transformation Mapping
Our proprietary engine maps your mortgage data to the HubSpot CRM Hub architecture.
Day 2
3
Execution Phase
Direct data extraction begins, moving records into HubSpot with full relational integrity.
Day 3-4
4
Validation & Handover
We validate association labels, property values, and mortgage-specific reporting accuracy.
Day 5
Proprietary transformation layer avoids the limitations of standard sync tools.
Specific logic built for the Top of Mind relational database model.
Bank-grade data handling protocols for all mortgage borrower information.
The Human Element
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
FAQs
Common Questions About Migration
Data
Can you migrate specific loan-level data fields?
Yes, we map 'Loan Amount', 'Interest Rate', 'Loan Type', and 'LTV' directly into HubSpot Deal properties.
Structure
How do you handle co-borrower records?
SuprSwitch uses a proprietary transformation layer to create associated contact records for co-borrowers, linked via HubSpot's association labels.
Marketing
Will our automated marketing Blueprints still work?
While we cannot move the 'code' of a Blueprint, we replicate the logic by mapping your Surefire triggers to HubSpot Workflows.
Referrals
Is my real estate agent partner list included?
Absolutely. We map your Referrer database as a specific subset of Contacts or Companies, preserving their history with your Loan Officers.
Security
How secure is the SuprSwitch proprietary layer?
Our in-house engine operates as a secure transformation layer, using encrypted direct extraction rather than public third-party connectors.