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🔧 Surefire CRM

Surefire CRM

The #1 Marketing Solution for the Mortgage Industry.

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Overview

Surefire CRM, now part of ICE Mortgage Technology, is a leading customer relationship management (CRM) and marketing automation platform built specifically for the mortgage industry. It helps loan officers and lenders to generate leads, automate marketing campaigns, and maintain relationships with clients and partners. With a vast library of award-winning content and 'set-it-and-forget-it' workflows, Surefire aims to keep LOs top-of-mind with their database throughout the entire homeownership lifecycle.

✨ Key Features

  • Mortgage-Specific CRM
  • Marketing Automation Workflows
  • Large Library of Pre-built Marketing Content (videos, flyers, emails)
  • Multi-Channel Campaigns (Email, SMS, Print, Social Media)
  • "Client for Life" Post-Close Nurturing Campaigns
  • Lead Capture and Distribution
  • Database Monitoring and Opportunity Alerts (e.g., credit triggers, listings)
  • Co-branded Marketing with Referral Partners
  • Power Dialer and Power Messaging

🎯 Use Cases (5)

Automating marketing to new leads Nurturing past clients for repeat and referral business Executing co-branded marketing campaigns with real estate agents Managing and distributing inbound leads Monitoring client databases for new loan opportunities

✅ Best For

  • Automating 'Client for Life' campaigns to generate repeat business
  • Providing relevant, milestone-based content to in-process borrowers

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Users looking for a full Loan Origination System (LOS)
  • Companies outside of the mortgage and real estate industries

💻 Platforms

Web iOS Android API

🔌 Integrations

Encompass LendingQB Calyx Point BytePro Zapier Various lead sources via Open API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ SSO ✓ Marketing content is reviewed for general compliance

💰 Pricing

Contact for pricing
Visit Surefire CRM Website →

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