Surefire CRM Overview

Surefire CRM

By Top of Mind

4.9★★★★★(108 Ratings)Write review

What is Surefire CRM?

Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.

Who is Surefire CRM best for?

Mortgage Professionals and Mortgage Brokers

Surefire CRM Details

Surefire CRM Platforms supported

Cloud, SaaS, Web-Based

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

Desktop Chromebook

Desktop Linux

On-Premise Linux

On-Premise Windows

Surefire CRM Support options

Chat

Email Help Desk

FAQ Forum

Knowledgebase

Phone Support

Surefire CRM Training options

Documentation

In-Person

Live Online

Videos

Webinars

Surefire CRM Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

Surefire CRM Pricing

Contact Top of Mind for pricing information

Surefire CRM Features

Most valued Surefire CRM features by users

Document Management

Contact Management

Customer Statements

Pipeline Management

Amortization Schedule

Client Database

Closing Documents

Commercial Mortgages

Credit Reporting

Electronic Applications

Government Loans

Loan Origination

Loan Servicing

Pre-Qualification

Refinance Management

Residential Mortgages

Top Surefire CRM Alternatives & Competitors

1

LendingPad

By LendingPad Corp

4.5★★★★★(83 Ratings)

LendingPad is a leading web-based mortgage loan origination system (LOS). Secure, compliant, efficient & well-priced. Be URLA Ready! Read More

2

Bryt

By Bryt Software

4.9★★★★★(35 Ratings)

FULL FEATURED LOAN MANAGEMENT SOFTWARE: Intuitive and Easy to Use. 20 minute implementation. Cloud Based. Simple, competitive pricing. Read More

3

Mortgage Automator

By Mortgage Automator

5★★★★★(117 Ratings)

North American private lenders, Mortgage Automator is the most advanced end-to-end loan origination and servicing software for you. Read More

4

BNTouch Mortgage CRM

By BNTouch

4.6★★★★★(85 Ratings)

Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one central hub. Read More

5

The Mortgage Office

By Applied Business Software

4.9★★★★★(511 Ratings)

Loan servicing software that's powerful, flexible, and easy to use. Read More

6

LendingWise

By The LoanPost

4.5★★★★★(46 Ratings)

Finally, a robust CRM & LOS system designed for private & hard money lenders. Read More

7

FileInvite

By FileInvite

4.8★★★★★(212 Ratings)

Automate the process of collecting loan/mortgage initiations and documents from your clients with our simple, secure interface. Read More

8

LoanAssistant

By Integrated Accounting Solutions

4.9★★★★★(30 Ratings)

Automate accounting for and servicing of loans and various credit lines with this application. QuickBooks integration included. Read More

9

PhoneBurner

By PhoneBurner

5★★★★★(343 Ratings)

Boost sales team productivity 4x with our top-rated Power Dialing and Sales platform. Blend phone/email/SMS and close deals faster. Read More

10

SimpleNexus

By SimpleNexus

4.8★★★★★(170 Ratings)

SimpleNexus is a homeownership platform uniting people, systems and stages of the mortgage process into a seamless, end-to-end solution Read More