SurefireCRM

Spec sheet

What it does

Surefire is a mortgage CRM and marketing automation platform for lenders, loan officers, brokers and related mortgage teams.Read 21 Oct 2026 · mortgagetech.ice.com

Purpose

Surefire is a mortgage industry CRM and marketing automation platform for mortgage lenders and loan officers.Read 8 Oct 2026 · topofmind.com

API

SourceForge states that Surefire CRM has an API for integrations.Read 21 Oct 2026 · sourceforge.net

Integrations

Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector.Read 8 Oct 2026 · topofmind.com

Compliance

The maker says Surefire’s Power Messaging supports compliance disclaimers and automatic opt-in confirmation for text messages.Read 8 Oct 2026 · topofmind.com

Support

Surefire enrollment terms describe production support as remote diagnostics and help desk assistance limited to application support.Read 8 Oct 2026 · topofmind.com

Company

Top of Mind Networks, the maker of Surefire, was founded in 2003 and is described as Atlanta-based.Read 8 Oct 2026 · topofmind.com

Additional integrations

The maker lists integrations with major LOS, pricing engine, and POS systems, as well as sales accelerators, lead sources, recruiting tools, office tools, and Zapier.Read 8 Oct 2026 · topofmind.com

Administration

Published feature material lists content approval, configurable roles and permissions, reporting dashboards, tags, labels and custom fields.Read 21 Oct 2026 · kybanks.com

Audience and scale

The maker says customers range from individual brokers to organizations with more than 1,000 users.Read 8 Oct 2026 · topofmind.com

Audit reporting

The compliance system includes audit-ready reporting and assistance services.Read 21 Oct 2026 · mortgagetech.ice.com

Automated workflows

The platform automates borrower communications from lead nurturing through post-close follow-up, including a Client for Life workflow.Read 8 Oct 2026 · topofmind.com

Borrower nurturing

The system automates borrower communications from initial interest through application, funding and post-close engagement.Read 21 Oct 2026 · mortgagetech.ice.com

Company facts

LinkedIn lists Jacksonville, Florida headquarters, 51–200 employees and a 2003 founding year.Read 21 Oct 2026 · linkedin.com

Company identity

LinkedIn identifies the business as Surefire CRM by Black Knight, a privately held advertising-services company.Read 21 Oct 2026 · linkedin.com

Compliance controls

Official product material says its content-compliance system supports RESPA, TCPA and CCPA requirements.Read 21 Oct 2026 · mortgagetech.ice.com

ICE integrations

ICE reported integrating Surefire with its Empower LOS, MSP servicing system and Capture pricing-and-eligibility solution after acquiring it in 2021.Read 21 Oct 2026 · sec.gov

Industry awards

ICE says Surefire received 2025 dotCOMM and Hermes Creative awards and 2023 AVA Digital Awards.Read 21 Oct 2026 · mortgagetech.ice.com

Integration catalog

SourceForge lists integrations including TrustEngine, Azure, Blend, BombBomb, BytePro, Calyx Point, Encompass, Floify, LendingPad, Salesforce, SimpleNexus, Microsoft Exchange and Zapier.Read 21 Oct 2026 · sourceforge.net

Lead capture

Listed marketing tools include landing pages, lead forms and surveys for collecting prospects.Read 21 Oct 2026 · kybanks.com

Limit: bugs and implementation

Reviewers report implementation problems, glitches and features that sometimes do not behave as expected.Read 21 Oct 2026 · g2.com

Limit: cost and contracts

Independent reviews describe the product as expensive and include complaints about annual commitments, cancellation handling and continued billing.Read 21 Oct 2026 · getapp.com

Limit: support responsiveness

G2 and GetApp reviews include complaints about delayed or unanswered support requests and difficulty reaching support by phone.Read 21 Oct 2026 · g2.com

LOS integrations

The product is described as integrating with loan-origination systems including Encompass, LendingQB and Floify.Read 21 Oct 2026 · getapp.com

Maker and ownership

G2 lists Intercontinental Exchange as the seller, while ICE disclosures say the company acquired Surefire in 2021.Read 21 Oct 2026 · g2.com

Marketing content

Surefire provides branded marketing content and campaigns across email, text, video, print, and social channels.Read 8 Oct 2026 · topofmind.com

Marketing library

The product includes a creative library containing more than 1,000 marketing pieces.Read 21 Oct 2026 · mortgagetech.ice.com

Milestone workflows

Automated workflows send timely outreach tied to loan milestones and customer interactions.Read 21 Oct 2026 · topofmind.com

Mobile access

Surefire provides a mobile web experience at mobile.surefirecrm.com for iOS and Android users, with no app-store installation required for that experience.Read 21 Oct 2026 · media.trustradius.com

Omnichannel marketing

Campaigns can use email, text messaging, social media, video and printed materials.Read 21 Oct 2026 · mortgagetech.ice.com

Partner marketing

The platform supports co-branded marketing with real-estate agents and other referral partners.Read 21 Oct 2026 · kybanks.com

Post-close engagement

Surefire supports long-term post-close outreach intended to generate repeat and referral business.Read 21 Oct 2026 · mortgagetech.ice.com

Power Calls

Power Calls lets users queue borrower calls and leave prerecorded voicemails while dialing the next number.Read 8 Oct 2026 · topofmind.com

Power Messaging

Power Messaging supports tailored text messages with links, videos, compliance disclaimers, and automatic opt-in confirmation.Read 8 Oct 2026 · topofmind.com

Praise: customizable marketing

Reviewers praise the customizable system and editable campaign templates, along with a substantial marketing-content library.Read 21 Oct 2026 · getapp.com

Praise: usability and speed

Some G2 reviewers describe a lightweight interface that loads quickly and offers many email and text-marketing options.Read 21 Oct 2026 · g2.com

Professional services

The maker offers help with marketing administration, marketing strategy, data cleanup, and borrower list consolidation.Read 8 Oct 2026 · topofmind.com

Rating on Capterra

4.5 out of 5 from 55 reviewsRead 21 Oct 2026 · capterra.com

Rating on G2

4.0 out of 5 from 20 reviewsRead 21 Oct 2026 · g2.com

Rating on GetApp

4.5 out of 5 from 55 reviewsRead 21 Oct 2026 · getapp.com

Sales tools

Published collateral lists single-property sites, loan calculators, lead scoring, calendars, tasks, click-to-call, rate alerts and power calls.Read 21 Oct 2026 · kybanks.com

SDKs and API documentation

The public SourceForge listing confirms an API but does not identify an SDK or provide endpoint-level developer documentation.Read 21 Oct 2026 · sourceforge.net

Training and support

Listed support and training options include phone, chat, email/help desk, knowledge base, documentation, webinars, live online sessions, in-person training and videos.Read 21 Oct 2026 · getapp.com

Plans and prices

Every SurefireCRM plan and price →

Where Specifiction places it

• Financial Services CRM Software#14 of 288.1