---
title: Surefire CRM Reviews
meta_title: 'Surefire CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 20 reviews by the users' company size, role or industry to
  find out how Surefire CRM works for a business like yours.
aggregate_rating:
  rating_value: 4.0
  review_count: 20
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---

# Surefire CRM Reviews
**Vendor:** Intercontinental Exchange  
**Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 20
## About Surefire CRM
From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage lenders and mortgage loan officers win new business, earn repeat business and gain referral business with intuitive, “set it and forget it” workflows and award-winning content that inspires emotional connections with customers.





## Surefire CRM Discussions
  - [What is Surefire CRM used for?](https://www.g2.com/discussions/what-is-surefire-crm-used-for)

- [View Surefire CRM pricing details and edition comparison](https://www.g2.com/products/surefire-crm/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-05+15%3A01%3A06+-0500&secure%5Bsession_id%5D=ab908422-aa27-433a-b117-71524ae765c8&secure%5Btoken%5D=3daa31453335e6b2eb245ecf3a40e3a7eff56b41ab5a515fdac12ea69d179556&format=llm_user)

## Surefire CRM Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM
- Commercial Mortgages
- Third-Party Integrations

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM
- Workflow Management
- Loan Management
- Document Management
- Escrow Management
- Property Tax Management
- Lead Management
- Borrower Management
- Pricing Management
- Pipeline Management
- Refinance Management
- Task Management
- Compliance Management
- Residential Mortgages

**Agentic AI - Mortgage CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

****
- Third Party Loan Origination
- Loan Servicing
- Outsource Processing
- Pre-Qualification
- Loan Origination
- Visual Presentation
- Accounting
- Activity Dashboard
- For Brokers
- Credit Reporting
- Generative AI
- API
- Client Database
- HUD Settlement Statements
- Search/Filter
- Government Loans
- For Borrowers
- Promissory Notes
- Multi-Branch
- AI Copilot
- Lender Search
- Reporting & Statistics
- Document Storage
- Marketing Automation
- Contact Management
- Amortization Schedule
- Customer Statements
- Electronic Applications
- Payment Tracking

## Top Surefire CRM Alternatives
  - [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) - 4.5/5.0 (68 reviews)
  - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - 4.5/5.0 (156 reviews)
  - [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews) - 4.5/5.0 (20 reviews)