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Surefire CRM

5.3/10

Surefire is a mortgage-industry CRM and marketing automation platform that lets loan officers and lenders run automated campaigns, calls, texts and video outreach to borrowers.

Data last updated November 2026 · Our methodology

Overview

Surefire was built by Top of Mind Networks, an Atlanta company founded in 2003, and is used only in mortgage lending. Black Knight bought Top of Mind in 2021 in a deal reported at about 250 million dollars, and Black Knight later became part of ICE. The product is aimed at loan officers and at consumer-direct, retail, wholesale/TPO and cross-selling lenders. Its tools include Power Calls, which queues borrower calls and drops prerecorded voicemails, Power Messaging for texting, Power Video for personal video messages, and a post-close campaign called Client for Life that combines media, texts, printed postcards and gifts. Surefire Content generates personalized postcards, emails and flyers, and workflows trigger campaigns and distribute leads. The platform connects to loan origination, point-of-sale and pricing engine systems, and it has an API and mobile apps. Pricing is not published on the vendor site. The vendor asks for a demo, and third-party listings cite a single custom-priced plan, plus an AIME-member promotion of about 150 dollars per seat per month with a setup fee. The main limitation is that it only suits mortgage businesses. Reviewers also report a learning curve, reliance on self-service help, and uneven phone support.

Our Rating

5.3
out of 10

CRM5.3/10

Customization
6
Analytics
5
Integration
6
Support
4
Ease of Use
5
Security
6
Cost
4
Scalability
6

Marketing5.3/10

Scalability
6
Ease of Use
5
Customization
6
Security
6
Support
4
Cost
4
Integration
6
Analytics
5

Who Surefire CRM is best for

Best software for Financial Services

Good fit

  • It is built specifically for mortgage lenders and loan officers.

  • A large content library and automated multi-channel campaigns serve lender marketing teams.

  • Power calls, texting and lead distribution support loan officer sales teams.

Less suited

  • It serves large retail and wholesale lenders and is owned by ICE, but it fits only the mortgage sector.

Pros & Cons

Pros

  • Built for mortgage work, with campaigns and content designed for borrowers and referral partners
  • Power Calls queues outbound calls and leaves prerecorded voicemails, and the vendor claims it cuts calling time
  • Client for Life automates post-close retention across texts, printed postcards and gifts
  • Connects with LOS, POS and pricing engine systems, and has an API

Cons

  • Only useful to mortgage businesses
  • No public pricing, and third-party listings cite a setup fee
  • Reviewers report a steep learning curve and reliance on self-service help
  • Support by phone can be slow, according to reviews

Key Features

Marketing Automation
Built-in Calling
Lead Management
Integrations
Sales Automation
Opportunity Management
Contact Management
Reporting & Analytics
Mobile Access

Surefire CRM Pricing

Basic

Contact for pricing
  • Custom quote via demo request
  • Power Calls, Messaging and Video
  • Marketing automation and content library
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Frequently Asked Questions

The vendor does not publish prices and asks prospects to request a demo. Third-party listings mention an AIME-member promotion of about 150 dollars per seat per month plus a one-time setup fee of 197 dollars.

Black Knight acquired its developer, Top of Mind Networks, in 2021. Black Knight was later acquired by ICE.

Yes. It connects to LOS, POS and pricing engine software, and listings say it has an API.

Software directories list iPhone, iPad and Android apps alongside the web version.

No. Its content, workflows and integrations are designed for mortgage professionals.

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Surefire CRM is #349 in CRM by our score.

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