Blend Agent vs Sure Send CRM

Blend Agent is an app for real estate agents to manage their buyers. Receive real-time status updates regarding your buyers’ mortgage applications during their home-buying journey, allowing you to close faster and better collaborate with your lender partners. AUTOMATIC STATUS UPDATES Receive status updates (application completed, pre-approved, appraisal ordered, etc.) for your buyers’ mortgage application, automatically pushed to your phone in real time for lenders with status updates turned on in Blend. DYNAMIC PRE-APPROVALS You can have immediate access to custom Pre-Approval or Pre-Qualification letters generated by the lender through the Blend Agent app. Your buyer’s loan officer sets a max pre-approval amount, then you can adjust downward to generate a new PDF whenever needed for different properties. INVITE LEADS If you have a new lead that you want to get pre-approved, you can immediately invite them to fill out an online application with a lender through Blend. ABOUT BLEND Blend is on a mission to bring simplicity and transparency to consumer lending. Our core product powers 25% of the U.S. mortgage market, and now we want to build technology to power agents. Disclaimer: Not all lending partners have all features enabled. A lending partner must be a customer of Blend Labs, Inc.

The CRM Your Team Will Actually Use — Now in Your Pocket Sure Send brings your full CRM to your phone so you can move faster, work smarter, and show up hungrier — wherever the day takes you. Built for sales teams, real estate pros, and any business that lives on the phone, Sure Send Mobile keeps every contact, conversation, and deal one tap away. RUN YOUR DAY FROM THE HOME SCREEN • See today’s tasks and upcoming appointments the moment you open the app • Jump straight into whatever needs you next • Stay on top of support tickets and team activity in real time MESSAGE FROM ANYWHERE • Send and receive SMS and email from your business numbers • Live conversation sync — texts and threads update instantly across the team • Group conversations so multi-party threads stay together • Schedule sends for the perfect moment, even when you’re off the clock CALL LIKE A PRO • Make and take HD voice calls right from the app • Incoming calls ring through the native iPhone call screen — pick up like any normal call • Voicemail playback and call recordings tied to the right contact, every time • Full call history per person, so you always know where you left off • Multiple phone numbers and teams supported on one device AN AI ASSISTANT THAT KNOWS YOUR PIPELINE • Ask questions about your contacts, companies, and deals in plain English • Multi-turn conversations that remember what you’re working on • Get summaries, answers, and ideas without digging through screens AUTOMATIONS THAT DO THE FOLLOW-UP FOR YOU • Enroll contacts in workflows from any screen • Watch every step play out with full execution history • Stop chasing the busywork — let your sequences run it TASKS, CALENDAR, AND APPOINTMENTS • Create tasks with priorities, due dates, and assignees • See your day across tasks and appointments in a single calendar • Two taps to mark a task done — never lose a follow-up again DEAL FLOW IN YOUR POCKET • Track contracts from open to close with full details • Capture commissions, closing dates, property details, and milestones • Notes, documents, and activity all attached to the deal SMART LISTS THAT KEEP UP • Filter contacts by stage, tag, owner, and more • Lists stay current as your data changes • Act on the right people at the right time THE FULL ACTIVITY PICTURE • Every call, text, email, note, and task on a single timeline per contact • Upload documents straight from your phone • Tags, stages, and assignments synced live with your team WORKS WHERE YOU DO • Cached data keeps you moving on weak connections • Push notifications for new texts, calls, voicemails, and assignments • Real-time sync the moment you’re back online Sign in with your existing Sure Send account to get started. New to Sure Send? Visit suresend.ai to learn more. Move faster. Work smarter. Show up hungrier.