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Black Knight integrates Surefire and Capture solutions to help initiators improve retention through automated and personalized outreach


Today’s competitive, equity-focused refinancing market will derive substantial value from this latest integration of Black Knight Solutions

– A new integration of Capture, Black Knight’s core analytics platform, and Surefire, Black Knight’s marketing automation tool, enables lenders to maximize and streamline outreach efforts by generating borrower-specific pricing and eligibility opportunities and automating recurring consumer contact

– Originators using Optimal Blue PPE, Black Knight’s product and pricing engine, can now automatically gather and curate qualified, actionable leads based on their lending criteria, and export those leads to loan officers at for awareness purposes

– Black Knight will host a free webinar on Thursday March 24to give an overview of the powerful new features available through this integration

JACKSONVILLE, Florida., March 22, 2022 /PRNewswire/ — Today, Black Knight, Inc. (NYSE: BKI) announced a new integration between its lead analysis solutions Capture and Surefire marketing automation. This integration enables customers using Optimal Blue PPE – the industry’s leading product, pricing and eligibility engine – to streamline retention efforts. This seamless process begins in Capture, where leads are automatically collected based on a lender’s criteria and Optimal Blue PPE’s live pricing. Once the best loan product for a client is identified, it is uploaded to Surefire, where loan officers can raise awareness with personalized offers.

The integration of these two solutions comes at a critical time given the highly competitive refinancing market. According to Black Knight’s Mortgage Monitor, rising rates have impacted refinancing incentives, accelerating the shift to an equity-focused refinance market. Year-to-date, the market has seen the pool of high-quality refinance applicants shrink by 45%, highlighting the importance of maintaining strong retention strategies in the lending and servicing spaces. In an environment where consumers expect personalized offers, originators and providers can maximize and streamline outreach efforts by identifying refinance candidates, generating borrower-specific pricing and eligibility opportunities, and automating regular contact with consumers.

“The ability to provide consumers with timely, relevant and specific offers through their preferred digital channels creates a significant advantage in today’s competitive marketplace,” said Scott Happ, president of Optimal Blue, a division of Black Knight. “Successful lenders are meeting these expectations and keeping their brand in front of their customers and prospects in a meaningful way. With homeowners removing home equity at the highest rate in 16 years, this integration between Capture and Surefire can serve as a differentiator. competitive for our customers.”

Capture helps lenders and managers identify specific loans in their servicing portfolio or prospect database that could benefit from refinancing based on current equity positions and/or prime rates. Capture can help improve recovery rates for lenders and departments by automating lead generation and calculating near real-time pricing scenarios through Optimal Blue EPI. Scenario calculations include borrower-specific attributes and current lender pricing – including the most recent market and margin structure – to provide highly accurate results.

Surefire is the most widely used marketing automation and creative content solution in the mortgage industry. From individuals to business lenders, Surefire helps thousands of mortgage professionals win new customers, retain customers and earn referrals. With intuitive, automated workflows and award-winning content relevant to borrowers, mortgage professionals can effortlessly maintain and deepen their connection with clients for life.

Black Knight will host a free webinar on Thursday March 24, to provide more information about Capture and Surefire functionality, as well as detailing the added value and automation available through this integration. Register for the webinar today.

About the Dark Knight

Black Knight, Inc. (NYSE: BKI) is an award-winning software, data and analytics company that drives innovation in the mortgage and real estate lending and servicing industries, as well as in capital markets and secondary. Businesses leverage our robust integrated solutions across the homeownership lifecycle to help retain existing customers, win new customers, mitigate risk and operate more efficiently.

Our customers rely on our proven, comprehensive, and scalable products and our unwavering commitment to providing superior customer support to achieve their strategic goals and better serve their customers. For more information about Black Knight, please visit www.blackknightinc.com.

For more information:

michelle kersch
Dark Knight, Inc.
[email protected]

Mitch Cohen
Dark Knight, Inc.
[email protected]

SOURCEBlack Knight, Inc.