---
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: '2026-07-07'
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=2026-08-04+01%3A48%3A55+-0500&secure%5Bsession_id%5D=0d72aee1-0afd-41ff-8004-317e3ea4505c&secure%5Btoken%5D=0dea6a1eb7e3ac4da40f61330aa0357c2c4b4c9c03857acb764c1a10aed28479&format=llm_user)

## Surefire CRM Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM

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

## 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)