# BNTouch Mortgage CRM vs Surefire CRM Comparison | | BNTouch Mortgage CRM | Surefire CRM | |---|---|---| | **Star Rating** | 4.5 out of 5 | 4.0 out of 5 | | **Total Reviews** | 68 | 20 | | **Largest Market Segment** | Small-Business (73.5% of reviews) | Mid-Market (75.0% of reviews) | | **Entry Level Price** | $165.00 Per Month | No pricing available | --- ## Ratings Comparison | Rating | BNTouch Mortgage CRM | Surefire CRM | |---|---|---| | **Meets Requirements** | 8.9 (57 reviews) | 7.9 (13 reviews) | | **Ease of Use** | 8.4 (58 reviews) | 6.7 (14 reviews) | | **Ease of Setup** | 8.6 (40 reviews) | 7.0 (9 reviews) | | **Ease of Admin** | 8.4 (15 reviews) | 7.0 (10 reviews) | | **Quality of Support** | 9.2 (55 reviews) | 7.3 (14 reviews) | | **Has the product been a good partner in doing business?** | 9.2 (15 reviews) | 7.3 (10 reviews) | | **Product Direction (% positive)** | 9.0 (56 reviews) | 7.3 (13 reviews) | --- ## Pricing ### BNTouch Mortgage CRM #### Entry-Level Pricing Plan: Individual Price: $165.00 Per Month Description: 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 Key Features: - 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 [Browse all 3 editions](https://www.g2.com/products/bntouch-mortgage-crm/pricing) #### Free Trial No ### Surefire CRM #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Mortgage CRM | Product | Score | Reviews | |---|---|---| | **BNTouch Mortgage CRM** | 8.8/10 | 50 | | **Surefire CRM** | 7.5/10 | 13 | #### Loan Services | Feature | BNTouch Mortgage CRM | Surefire CRM | |---|---|---| | **LOS Integration - Mortage CRM** | 8.7 (44 reviews) | 6.5 (12 reviews) | | **Alerts - Mortgage CRM** | 9.0 (45 reviews) | 7.9 (12 reviews) | | **Lender Relationship - Mortgage CRM** | 8.6 (44 reviews) | 7.9 (11 reviews) | | **Compliance - Mortgage CRM** | 9.0 (42 reviews) | 7.1 (11 reviews) | #### Client Management | Feature | BNTouch Mortgage CRM | Surefire CRM | |---|---|---| | **Contact Management - Mortgage CRM** | 9.1 (47 reviews) | 8.1 (13 reviews) | | **Real Estate CRM - Mortgage CRM** | 8.9 (39 reviews) | 6.9 (8 reviews) | | **Email Marketing Automation - Mortgage CRM** | 8.9 (47 reviews) | 7.8 (13 reviews) | #### Agentic AI - Mortgage CRM | Feature | BNTouch Mortgage CRM | Surefire CRM | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | | **Multi-step Planning** | Not enough data | Not enough data | | **Cross-system Integration** | Not enough data | Not enough data | | **Adaptive Learning** | Not enough data | Not enough data | | **Proactive Assistance** | 8.3 (5 reviews) | Not enough data | | **Decision Making** | Not enough data | Not enough data | ### Mortgage Point of Sale (POS) | Product | Score | Reviews | |---|---|---| | **BNTouch Mortgage CRM** | 7.1/10 | 6 | | **Surefire CRM** | N/A | N/A | #### Borrower Tools | Feature | BNTouch Mortgage CRM | Surefire CRM | |---|---|---| | **Borrower Portal** | 5.6 (6 reviews) | Not enough data | | **Comparison** | 6.9 (6 reviews) | Not enough data | #### Lender Tools | Feature | BNTouch Mortgage CRM | Surefire CRM | |---|---|---| | **Loan Pipeline** | 9.4 (6 reviews) | Not enough data | | **Credit Pull** | 5.3 (5 reviews) | Not enough data | | **Workflows** | 7.2 (6 reviews) | Not enough data | | **Mobility** | 7.2 (6 reviews) | Not enough data | #### Core Functionality | Feature | BNTouch Mortgage CRM | Surefire CRM | |---|---|---| | **Integrations** | 6.7 (6 reviews) | Not enough data | | **Customization** | 8.3 (6 reviews) | Not enough data | | **Document Management** | 7.5 (6 reviews) | Not enough data | --- ## Categories **Shared Categories (1):** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) **Unique to BNTouch Mortgage CRM (1):** [Mortgage Point of Sale (POS) Software](https://www.g2.com/categories/mortgage-point-of-sale-pos) --- ## Reviewer Demographics ### By Company Size | Segment | BNTouch Mortgage CRM | Surefire CRM | |---|---|---| | **Small-Business** | 73.5% | 20.0% | | **Mid-Market** | 17.6% | 75.0% | | **Enterprise** | 8.8% | 5.0% | ### By Industry #### BNTouch Mortgage CRM - **Financial Services:** 49.2% - **Real Estate:** 30.8% - **Banking:** 12.3% - **Wholesale:** 3.1% - **Consumer Services:** 3.1% - **Accounting:** 1.5% #### Surefire CRM - **Financial Services:** 50.0% - **Real Estate:** 30.0% - **Insurance:** 5.0% - **Information Technology and Services:** 5.0% - **Education Management:** 5.0% - **Consumer Services:** 5.0% --- ## Alternatives ### Alternatives to BNTouch Mortgage CRM - [Shape Mortgage Software](https://www.g2.com/products/shape-mortgage-software/reviews) — 4.9/5 stars (98 reviews) - [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) — 4.5/5 stars (20 reviews) - [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) — 4.2/5 stars (61 reviews) - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) — 4.9/5 stars (95 reviews) - [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (157 reviews) - [Floify](https://www.g2.com/products/floify/reviews) — 4.8/5 stars (57 reviews) - [Aidium Mortgage](https://www.g2.com/products/aidium-mortgage/reviews) — 3.9/5 stars (7 reviews) - [Insellerate](https://www.g2.com/products/insellerate/reviews) — 4.6/5 stars (25 reviews) - [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) — 4.7/5 stars (25 reviews) - [Firepoint](https://www.g2.com/products/firepoint/reviews) — 3.9/5 stars (14 reviews) ### Alternatives to Surefire CRM - [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (157 reviews) - [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) — 4.5/5 stars (20 reviews) - [Shape Mortgage Software](https://www.g2.com/products/shape-mortgage-software/reviews) — 4.9/5 stars (98 reviews) - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) — 4.9/5 stars (95 reviews) - [Insellerate](https://www.g2.com/products/insellerate/reviews) — 4.6/5 stars (25 reviews) - [Aidium Mortgage](https://www.g2.com/products/aidium-mortgage/reviews) — 3.9/5 stars (7 reviews) - [MLO Shift](https://www.g2.com/products/mlo-shift/reviews) — 5.0/5 stars (1 reviews) - [eClosing by Snapdocs](https://www.g2.com/products/eclosing-by-snapdocs/reviews) — 4.6/5 stars (28 reviews) - [Unify CRM](https://www.g2.com/products/unify-crm/reviews) — 4.4/5 stars (4 reviews) - [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) — 4.7/5 stars (25 reviews) --- ## Top Discussions ### BNTouch Mortgage CRM - Title: [What is the best way to set up the SPF in the DNS section?](https://www.g2.com/discussions/40475-what-is-the-best-way-to-set-up-the-spf-in-the-dns-section) — 1 comment, 1 upvote > **Top comment:** "Comment deleted by user." ### Surefire CRM No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/bntouch-mortgage-crm-vs-surefire-crm)