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Compare BNTouch Mortgage CRM and Surefire CRM 
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BNTouch Mortgage CRM
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At a Glance
Market Segments
Small-Business (74.2% of reviews)
Mid-Market (75.0% of reviews)
Entry-Level Pricing
$165.00 Per Month
No pricing available
BNTouch Mortgage CRM
Star Rating
(62)4.6 out of 5
Market Segments
Small-Business (74.2% of reviews)
Entry-Level Pricing
$165.00 Per Month
Browse all 3 pricing plansSurefire CRM
Star Rating
(20)4.0 out of 5
Market Segments
Mid-Market (75.0% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Surefire CRMSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that BNTouch Mortgage CRM excels in Loan Pipeline management with a score of 9.4, allowing for seamless tracking of loan progress, while Surefire CRM's score of 6.9 indicates a less robust pipeline feature.
- Reviewers mention that BNTouch offers superior Compliance tools with a score of 8.9, which helps users stay updated with regulatory requirements, whereas Surefire CRM falls short with a score of 7.1, leading to potential compliance risks.
- G2 users highlight the Quality of Support for BNTouch Mortgage CRM, scoring 9.1, which is significantly higher than Surefire CRM's 7.3, indicating that BNTouch users feel more supported in their operations.
- Users on G2 appreciate BNTouch's Customization capabilities, scoring 8.3, allowing for tailored solutions to fit specific business needs, while Surefire CRM's lower score of 6.7 suggests limited customization options.
- Reviewers say that BNTouch's Contact Management feature is highly rated at 9.0, providing effective tools for managing client relationships, compared to Surefire CRM's 8.1, which may not meet the same level of user expectations.
- Users report that BNTouch Mortgage CRM's Alerts feature, scoring 8.7, is particularly effective in keeping users informed about important updates, while Surefire CRM's score of 7.9 indicates a less effective alert system.
Pricing
Entry-Level Pricing
BNTouch Mortgage CRM
Individual
$165.00
Per Month
Record Capacity: 2500 records*Up to 2,500 contacts can be uploaded, managed and marketed to from your CRM at any time.
Unlimited Emails & Campaigns
Unlimited Video Marketing
Text and Voice Marketing***
Lead Conversion Marketing Platform
Digital Loan Platform
Post-Funded Follow Up Platform
Refinance Opportunities and Birthday Alerts
- Record Capacity: 2500 records*Up to 2,500 contacts can be uploaded, managed and marketed to from your CRM at any time. Unlimited Emails & Campaigns Unlimited Video Marketing Text and Voice Marketing*** Lead Conversion Marketing Platform Digital Loan Platform Post-Funded Follow Up Platform Refinance Opportunities and Birthday Alerts
Surefire CRM
No pricing availableFree Trial
BNTouch Mortgage CRM
No trial information availableSurefire CRM
No trial information availableRatings
Meets Requirements
8.9
54
7.9
13
Ease of Use
8.4
55
6.7
14
Ease of Setup
8.6
37
7.0
9
Ease of Admin
8.4
15
7.0
10
Quality of Support
9.1
52
7.3
14
Has the product been a good partner in doing business?
9.2
15
7.3
10
Product Direction (% positive)
8.9
53
7.3
13
Features by Category
Loan Services
8.7
44
6.5
12
9.0
45
7.9
12
8.6
44
7.9
11
9.0
42
7.1
11
Client Management
9.1
45
8.1
13
8.9
39
6.9
8
8.9
45
7.8
13
Agentic AI - Mortgage CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Borrower Tools
5.6
6
Not enough data
6.9
6
Not enough data
Lender Tools
9.4
6
Not enough data
5.3
5
Not enough data
7.2
6
Not enough data
7.2
6
Not enough data
Core Functionality
6.7
6
Not enough data
8.3
6
Not enough data
7.5
6
Not enough data
Categories
Categories
Shared Categories
BNTouch Mortgage CRM and Surefire CRM are categorized as Mortgage CRM
Unique Categories
BNTouch Mortgage CRM is categorized as Mortgage Point of Sale (POS)
Surefire CRM has no unique categories
Reviews
Reviewers' Company Size
BNTouch Mortgage CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Surefire CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
46.8%
Real Estate
32.3%
Banking
12.9%
Wholesale
3.2%
Consumer Services
3.2%
Other
1.6%
Financial Services
50.0%
Real Estate
30.0%
Insurance
5.0%
Information Technology and Services
5.0%
Education Management
5.0%
Other
5.0%
Alternatives
Discussions
What is the best way to set up the SPF in the DNS section?
1 Comment
CM
Hi Jeremy - it's Crystal Minter, Marketing Manager for BNTouch Inc.
The set up of the SPF record needs to be done where your domain is registered...Read more
BNTouch Mortgage CRM has no more discussions with answers
Surefire CRM has no discussions with answers
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