# BNTouch Mortgage CRM vs Surefire CRM Comparison

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## Frequently Asked Questions

### What is the difference between BNTouch Mortgage CRM vs Surefire CRM?

BNTouch Mortgage CRM stands out from Surefire CRM with higher reviewer ratings, stronger support, and a larger small-business presence.

| [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) | [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) |
| --- | --- |
| 4.5/5 (68 reviews) | 4.0/5 (20 reviews) |
| Small-Business | Mid-Market |
| 8.6 | 7.0 |
| 9.2 | 7.3 |
| User-friendly setup and responsive support | Robust marketing automation and content library |



### How do the pricing models of BNTouch Mortgage CRM and Surefire CRM compare?

BNTouch Mortgage CRM is rated higher for value than Surefire CRM, with a stronger Price/Cost satisfaction score.

- **BNTouch Mortgage CRM:** In recent reviews, many users highlight the platform as offering robust features for the price, though a few wish it were less expensive.
- **Surefire CRM:** Reviewers note satisfaction with the included marketing content but express frustration with support and billing experiences.
- **Switching reasons:** Recent reviewers cite BNTouch Mortgage CRM's ease of use and responsive support as key reasons for choosing it over alternatives.



### What are the best alternatives to BNTouch Mortgage CRM and Surefire CRM?

The top three alternatives to BNTouch Mortgage CRM and Surefire CRM are Shape Mortgage CRM, Jungo: The Mortgage App, and Total Expert.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) | 4.5/5 (68) | Small-Business | In recent reviews, many users highlight strong value for the feature set | User-friendly setup and responsive support |
| [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) | 4.0/5 (20) | Mid-Market | Reviewers note satisfaction with included marketing content | Robust marketing automation and content library |
| [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) | 4.9/5 (100) | Small-Business | — | High reviewer satisfaction and feature depth |
| [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) | 4.5/5 (20) | Small-Business | — | Mortgage-specific workflows and integrations |
| [Total Expert](https://www.g2.com/products/total-expert-lead-management/reviews) | 4.5/5 (157) | Mid-Market | — | Comprehensive lead management and marketing automation |



### Which Mortgage CRM features should I prioritize when comparing BNTouch Mortgage CRM and Surefire CRM?

Buyers comparing BNTouch Mortgage CRM and Surefire CRM should prioritize Contact Management, Ease of Setup, Quality of Support, Marketing Automation, and Integrations.

- **Contact Management:** BNTouch Mortgage CRM scores 8.4 and Surefire CRM scores 6.7 on Ease of Use, with reviewers highlighting BNTouch's organizational tools.
- **Ease of Setup:** BNTouch Mortgage CRM scores 8.6, Surefire CRM 7.0, with many reviewers citing BNTouch's quick and easy implementation.
- **Quality of Support:** BNTouch Mortgage CRM scores 9.2, Surefire CRM 7.3, with BNTouch reviewers consistently praising responsive support.
- **Marketing Automation:** Surefire CRM is frequently cited for its robust marketing automation and content library, while BNTouch is noted for customizable campaigns and automation tools.
- **Integrations:** BNTouch Mortgage CRM is mentioned for its integration with Lending Pad and Calyx, while Surefire CRM reviewers discuss API and LOS integrations.



### What are the pros and cons of BNTouch Mortgage CRM vs Surefire CRM?

BNTouch Mortgage CRM's headline strength is user-friendly setup and responsive support, while Surefire CRM excels in marketing automation and content library.

- **BNTouch Mortgage CRM strengths:** Reviewers highlight intuitive setup, strong customer support, robust automation, and effective contact management.
- **BNTouch Mortgage CRM trade-offs:** Some reviewers mention a steep learning curve for advanced features and a desire for more integrations and improved mobile functionality.
- **Surefire CRM strengths:** Reviewers praise the platform's marketing automation, content library, and customizable workflows.
- **Surefire CRM trade-offs:** Reviewers note delayed or limited support, integration challenges with some LOS platforms, and a learning curve for new users.



### Is BNTouch Mortgage CRM or Surefire CRM better for small businesses?

BNTouch Mortgage CRM is the better fit for small businesses, with a larger small-business segment and stronger reviewer sentiment.

- **BNTouch Mortgage CRM:** Largest segment is Small-Business, with reviewers consistently citing ease of use, quick setup, and strong support for small teams.
- **Surefire CRM:** Largest segment is Mid-Market, with reviewers noting robust marketing features but less emphasis on small-business needs.



### Which Mortgage CRM platform has better integrations?

BNTouch Mortgage CRM and Surefire CRM are at parity for integrations, with each platform supporting key mortgage industry tools.

- **BNTouch Mortgage CRM:** Reviewers mention integration with Calyx and Lending Pad, with positive sentiment for LOS connectivity.
- **Surefire CRM:** Reviewers cite API integrations and LOS connectivity, with some noting challenges depending on the LOS platform.



### How do BNTouch Mortgage CRM and Surefire CRM compare on customer support?

BNTouch Mortgage CRM outperforms Surefire CRM on Quality of Support by a margin of 1.9 points (9.2 vs 7.3).

- **BNTouch Mortgage CRM:** Reviewers consistently praise responsive, knowledgeable, and accessible support, with many citing quick resolutions and helpful onboarding.
- **Surefire CRM:** Reviewer sentiment is mixed, with some noting helpful support and others reporting delayed responses and limited live assistance.



### Which is easier to implement, BNTouch Mortgage CRM or Surefire CRM?

BNTouch Mortgage CRM is easier to implement than Surefire CRM, with a 1.6-point advantage in Ease of Setup (8.6 vs 7.0).

- **BNTouch Mortgage CRM:** Many reviewers describe quick, straightforward setup and onboarding, with support assisting throughout the process.
- **Surefire CRM:** Reviewers report a moderate learning curve and some implementation challenges, especially with integrations and initial configuration.



### Which product has better Contact Management?

BNTouch Mortgage CRM is favored for Contact Management, with higher Ease of Use and reviewer-cited organizational strengths.

- **BNTouch Mortgage CRM:** Scores 8.4 on Ease of Use, with reviewers highlighting robust contact organization, tagging, and tracking features.
- **Surefire CRM:** Scores 6.7 on Ease of Use, with reviewers noting effective contact storage and sorting but less emphasis on advanced organizational tools.



| | 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) | 
| **Commercial Mortgages** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 

#### 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) | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Loan Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Escrow Management** | Not enough data | Not enough data | 
| **Property Tax Management** | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 
| **Borrower Management** | Not enough data | Not enough data | 
| **Pricing Management** | Not enough data | Not enough data | 
| **Pipeline Management** | Not enough data | Not enough data | 
| **Refinance Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Residential Mortgages** | Not enough data | Not enough data | 

#### 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 | 

#### Additional Functionality

| Feature | BNTouch Mortgage CRM | Surefire CRM | 
|---|---|---|
| **Third Party Loan Origination** | Not enough data | Not enough data | 
| **Loan Servicing** | Not enough data | Not enough data | 
| **Outsource Processing** | Not enough data | Not enough data | 
| **Pre-Qualification** | Not enough data | Not enough data | 
| **Loan Origination** | Not enough data | Not enough data | 
| **Visual Presentation** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **For Brokers** | Not enough data | Not enough data | 
| **Credit Reporting** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Client Database** | Not enough data | Not enough data | 
| **HUD Settlement Statements** | Not enough data | Not enough data | 
| **Search/Filter** | Not enough data | Not enough data | 
| **Government Loans** | Not enough data | Not enough data | 
| **For Borrowers** | Not enough data | Not enough data | 
| **Promissory Notes** | Not enough data | Not enough data | 
| **Multi-Branch** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Lender Search** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 
| **Marketing Automation** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Amortization Schedule** | Not enough data | Not enough data | 
| **Customer Statements** | Not enough data | Not enough data | 
| **Electronic Applications** | Not enough data | Not enough data | 
| **Payment Tracking** | 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 CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) — 4.9/5 stars (101 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)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (158 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)
- [MeridianLink Mortgage](https://www.g2.com/products/meridianlink-mortgage/reviews) — 4.2/5 stars (43 reviews)

### Alternatives to Surefire CRM

- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (158 reviews)
- [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) — 4.5/5 stars (20 reviews)
- [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) — 4.9/5 stars (101 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)
- [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews) — 4.7/5 stars (25 reviews)
- [Unify CRM](https://www.g2.com/products/unify-crm/reviews) — 4.4/5 stars (4 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.

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/bntouch-mortgage-crm-vs-surefire-crm)