Advanced and Strategic - Go to the Market with Confidence

At Assurance Financial, the future is now!

We make sure you are equipped with everything you need to go to market with confidence. Come on board to let us do what we do best, so you can spend all your time doing what you do best: working with partners and clients.

Our advancements have earned Total Expert's 2022 award for "The Tech Trendsetter". This award celebrates high-achieving companies and applauds ingenuity, technology innovation, and customer-centric strategies. Join us to gain access to some of the best sales support and technology in the business!

Integrated Marketing CRM

With Total Expert's integrated platform, you can expect automated communications to your past and existing clients, and leads. All with little effort on your part.

#1 Loan Origination Software & POS

As a leading loan origination software, Encompass allows you and your support team to effectively close loans on time, every time. With Encompass Consumer Connect, our clients can easily apply for a loan in 15 minutes.

Optimized Pricing Engine

Accurate pricing, lock desk management, and margin management at your fingertips.

Advanced Analytics

We run a data-driven business at Assurance Financial. With Domo, we can accurately analyze data across every department and technology to optimize our ROI.

Lightning Fast Closings

Your clients can sign most of their documents online before the closing table. Goodbye 2-hour closings!

Turn-key Social Media

Don't have time to run your own social media? Hootsuite allows us to post relevant content on your behalf to your business pages. Amplify allows you to post ready-made content in seconds any time of day!

Front and Center Customer Reviews

Do your clients love your service? The world should know! With Experience.com, your great reviews are automatically shared to your social media platforms.

Cutting-Edge Intranet

AF-Hub, our advanced employee intranet, is integrated with the most high-tech help desk and AI technologies on the market. AF-Hub makes our company's internal communication effortless so our sales team can serve their clients better.

Ready to talk?

Connect with us! We’d love to help you decide if Assurance Financial is the right move for you.