Freedom251 › Financial Services CRM Software
SurefireCRM
What SurefireCRM is
SurefireCRM is a cloud CRM and marketing automation platform for mortgage lenders and loan officers. It automates borrower communications from lead nurturing through post-close follow-up, including a Client for Life workflow. Users can work with branded marketing content and campaigns across email, text, video, print and social channels. Power Messaging supports tailored texts with links, videos, compliance disclaimers and automatic opt-in confirmation. Power Calls lets users queue borrower calls, leave prerecorded voicemails and move on to dial the next number. Surefire includes opportunity management, a client portal, audit trail and compliance workflows. For connections to other systems, it offers native links for mortgage loan origination, point-of-sale and pricing engine platforms, plus open APIs and a Salesforce Lightning connector. Other listed integrations cover major loan origination, pricing engine and point-of-sale systems, sales accelerators, lead sources, recruiting tools, office tools and Zapier. The mobile experience is accessible on iOS and Android through mobile.surefirecrm.com without an app store download. The maker says its customers range from individual brokers to organizations with more than 1,000 users. Pricing depends primarily on group size and is available on request; optional use-based components may have separate fees.
Who it suits
SurefireCRM suits mortgage lenders and loan officers who want to manage borrower relationships and automate marketing communications. The maker describes a customer range from individual brokers to organizations with more than 1,000 users.
What it does well
- Automates borrower communications through post-close follow-up.
- Provides campaigns across email, text, video, print and social.
- Power Messaging supports disclaimers and automatic opt-in confirmation.
- Power Calls queues calls and prerecorded voicemails.
- Connects with mortgage systems, open APIs and Salesforce Lightning.
- Mobile access works on iOS and Android without an app store download.
What to know first
- Pricing is available on request and depends primarily on group size.
- Optional use-based components may have separate fees.
- Production support is limited to application help desk assistance and remote diagnostics.
Limits
The Surefire CRM plan has no listed price; pricing depends primarily on group size. Optional use-based components may have separate fees.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Surefire CRM | per account · CRM for mortgage professionals · marketing campaigns · customer and agent updates | $91 a month |
As surefirecrm.com lists them, read 21 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the SurefireCRM website.
- Request a demo to discuss pricing.
- Access the platform on the web or through mobile.surefirecrm.com on iOS or Android.
- Ask about professional services for marketing administration, strategy, data cleanup or borrower list consolidation.
Verdict
Choose SurefireCRM if your mortgage business needs borrower communication automation, marketing campaigns and mortgage system connections. Look elsewhere if you need a price before discussing group size or production support beyond application assistance.
Questions
How much does SurefireCRM cost?
Pricing is available on request and depends primarily on the size of the group using the software. Optional use-based components may have separate fees.
Which platforms does SurefireCRM support?
It lists web, iOS, Android and API. Its mobile experience is available through mobile.surefirecrm.com without an app store download.
What integrations does SurefireCRM offer?
It offers native connections for mortgage loan origination, point-of-sale and pricing engine platforms, plus open APIs and a Salesforce Lightning connector. Other listed integrations include sales accelerators, lead sources, recruiting and office tools, and Zapier.
Who makes SurefireCRM?
Top of Mind Networks makes Surefire. The company was founded in 2003 and is described as Atlanta-based.
Who is SurefireCRM for?
It is a mortgage industry CRM and marketing automation platform for lenders and loan officers. The maker says customers range from individual brokers to organizations with more than 1,000 users.
What support is included?
Production support is described as remote diagnostics and help desk assistance limited to application support.
Facts from SurefireCRM's own pages
- Additional integrations
- The maker lists integrations with major LOS, pricing engine, and POS systems, as well as sales accelerators, lead sources, recruiting tools, office tools, and Zapier. · topofmind.com, 8 Oct 2026
- Administration
- Published feature material lists content approval, configurable roles and permissions, reporting dashboards, tags, labels and custom fields. · kybanks.com, 21 Oct 2026
- API
- SourceForge states that Surefire CRM has an API for integrations. · sourceforge.net, 21 Oct 2026
- Audience and scale
- The maker says customers range from individual brokers to organizations with more than 1,000 users. · topofmind.com, 8 Oct 2026
- Audit reporting
- The compliance system includes audit-ready reporting and assistance services. · mortgagetech.ice.com, 21 Oct 2026
- Automated workflows
- The platform automates borrower communications from lead nurturing through post-close follow-up, including a Client for Life workflow. · topofmind.com, 8 Oct 2026
- Borrower nurturing
- The system automates borrower communications from initial interest through application, funding and post-close engagement. · mortgagetech.ice.com, 21 Oct 2026
- Company
- Top of Mind Networks, the maker of Surefire, was founded in 2003 and is described as Atlanta-based. · topofmind.com, 8 Oct 2026
- Company facts
- LinkedIn lists Jacksonville, Florida headquarters, 51–200 employees and a 2003 founding year. · linkedin.com, 21 Oct 2026
- Company identity
- LinkedIn identifies the business as Surefire CRM by Black Knight, a privately held advertising-services company. · linkedin.com, 21 Oct 2026
- Compliance
- The maker says Surefire’s Power Messaging supports compliance disclaimers and automatic opt-in confirmation for text messages. · topofmind.com, 8 Oct 2026
- Compliance controls
- Official product material says its content-compliance system supports RESPA, TCPA and CCPA requirements. · mortgagetech.ice.com, 21 Oct 2026
- ICE integrations
- ICE reported integrating Surefire with its Empower LOS, MSP servicing system and Capture pricing-and-eligibility solution after acquiring it in 2021. · sec.gov, 21 Oct 2026
- Industry awards
- ICE says Surefire received 2025 dotCOMM and Hermes Creative awards and 2023 AVA Digital Awards. · mortgagetech.ice.com, 21 Oct 2026
- Integration catalog
- SourceForge lists integrations including TrustEngine, Azure, Blend, BombBomb, BytePro, Calyx Point, Encompass, Floify, LendingPad, Salesforce, SimpleNexus, Microsoft Exchange and Zapier. · sourceforge.net, 21 Oct 2026
- Integrations
- Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector. · topofmind.com, 8 Oct 2026
- Lead capture
- Listed marketing tools include landing pages, lead forms and surveys for collecting prospects. · kybanks.com, 21 Oct 2026
- Limit: bugs and implementation
- Reviewers report implementation problems, glitches and features that sometimes do not behave as expected. · g2.com, 21 Oct 2026
- Limit: cost and contracts
- Independent reviews describe the product as expensive and include complaints about annual commitments, cancellation handling and continued billing. · getapp.com, 21 Oct 2026
- Limit: support responsiveness
- G2 and GetApp reviews include complaints about delayed or unanswered support requests and difficulty reaching support by phone. · g2.com, 21 Oct 2026
- LOS integrations
- The product is described as integrating with loan-origination systems including Encompass, LendingQB and Floify. · getapp.com, 21 Oct 2026
- Maker and ownership
- G2 lists Intercontinental Exchange as the seller, while ICE disclosures say the company acquired Surefire in 2021. · g2.com, 21 Oct 2026
- Marketing content
- Surefire provides branded marketing content and campaigns across email, text, video, print, and social channels. · topofmind.com, 8 Oct 2026
- Marketing library
- The product includes a creative library containing more than 1,000 marketing pieces. · mortgagetech.ice.com, 21 Oct 2026
Where SurefireCRM stands on Freedom251
- Financial Services CRM Software#23 of 28