SurefireSurefire CRM is a marketing CRM designed for loan officers and mortgage professionals.
Surefire's Uploader API enables the automated upload of Loan Files & Loan Data to Surefire.
When using the Surefire connector, the first thing you will have to do is click on 'New Authentication' in the step editor:
In order to create a new authentication two keys are required. An APIKey and a ClientKey. Instructions on how to create an API key and Client Key for your account can be found here:
You can then enter your Surefire credentials to link to your account:
- Upload file
The maximum file size that can be uploaded using the Upload file operation is 990MB.
This short example will demonstrate the Upload file operation.
Create a file object using the File Helper connector. Note- A file object can also be created by other connectors available at Tray.io
Upload the file to the Surefire account.
A new file object is created here using an URL.
File object is inputted to the "Upload file" operation of the Surefire connector using the json path ready to be uploaded to the Surefire account.