BNTouch vs Jungo vs Surefire CRM: which mortgage CRM is best for loan officers and brokers in 2026?

Every price and fact below was checked on each company's own website on October 11, 2026. Sources are listed at the bottom. No company pays to appear.

The short answer

BNTouch is the best fit for most loan officers and brokers who want a full mortgage CRM with a published price, from $95 per user a month for 2 to 10 users on a month-to-month plan. Jungo suits teams that want LOS sync, a lead round robin and texting in one bundle, from $96 per user a month billed annually, on a minimum one-year contract. Surefire is the choice if the main job is compliant, ready-made marketing content, but ICE does not publish a price, so you need a quote.

Side by side

BNTouchJungoSurefire CRM (ICE Mortgage Technology)
Top 11 rank#1#2#3
Best forLoan officers and brokers who want a full mortgage CRM with published pricing and no contractTeams that want LOS sync, lead round robin and texting bundled togetherLenders that mainly want automated, compliance-checked marketing content
Published price$95 per user a month for 2 to 10 users. $165 a month for a single user. Custom pricing for 10+ usersAnnual billing: Jungo Lite $96 and Bundle $125 per user a month. Monthly billing: Mortgage App $119 and Bundle $149 per user a month. Enterprise on requestNot published. The product page gives no price
Contract and setup feeStandard plan is month-to-month, no contract. A 12-month prepay earns the 13th month freeAnnual contract for a minimum of 1 year. One-time setup fee of $249 to $299 depending on planNot mentioned on the product page
What the entry plan coversMortgage, partner and recruiting pipeline automation, email and social marketing, SMS and voice automation, online 1003 and portals, 400+ pre-built campaigns, Mortgage AIMarketing library of drip campaigns, property listing sites, flyers, QR codes, daily rate drop, refinance opportunities, lead intake form, agent portal. No LOS sync, texting or lead round robinMilestone-based marketing automation, a creative library of 1,000+ pieces, centralised and loan-officer-led marketing, co-branded partner campaigns
LOS integrationTwo-way sync with Calyx Point/Path, Encompass, LendingPad, Meridian Mortgage and ByteProLOS Sync is in the Bundle. Listed LOS partners include Encompass, Velocity, LendingPad and ByteNot mentioned on the product page
TextingTwo-way SMS and MMS included. 100 segments or minutes a month, then $0.03 eachJungo SMS is in the Bundle, with A2P 10DLC approval help and automated opt-outsText messaging is listed as a channel. Limits and pricing not published
Lead routingLead capture with round-robin and rules-based routing includedLeads App in the Bundle: round robin by loan type, interest rate or custom fieldNot mentioned on the product page
Record limits5,000 records per user, then $5 per extra 1,000. Unlimited with your own SMTP server, with restrictionsNot mentioned on the pricing pageNot mentioned on the product page
Compliance featuresCredit Check Alerts available where permitted by law. Compliance reporting is part of the feature listNot mentioned on the pricing pageContent compliance system covering RESPA, TCPA and CCPA, with audit-ready reporting
Published numbersMortgage-only since 2004. 7,000+ mortgage companies. 800+ reviews as of September 2026Not mentioned on the pricing page1,000+ piece creative library. Says thousands of mortgage professionals use it

The winner, by what you need

Solo loan officers and small teams that want a published price

BNTouch

It is the only one of the three that publishes a month-to-month price with no contract, at $95 per user for 2 to 10 users or $165 for a single user.

Teams that need LOS sync, lead round robin and texting together

Jungo

Its Bundle puts LOS Sync, the Leads App and Jungo SMS into one plan, at $125 per user a month billed annually.

Lenders that mainly want ready-made marketing content with compliance checks

Surefire CRM (ICE Mortgage Technology)

Surefire offers a 1,000+ piece content library and a content compliance system covering RESPA, TCPA and CCPA.

Brokers who want someone else to run the CRM

BNTouch

BNTouch sells a White Glove service where its team builds and runs the CRM for you. Pricing is quoted on a call.

Buyers who want to avoid a long contract

BNTouch

BNTouch is month-to-month, while Jungo contracts are annual for a minimum of 1 year and Surefire's terms are not published.

Worth knowing

  • Jungo's pricing page shows two sets of prices depending on billing. Annual billing lists Jungo Lite at $96 and Bundle at $125 per user a month. Monthly billing lists the Mortgage App at $119 and Bundle at $149. All Jungo contracts run a minimum of 1 year.
  • BNTouch's New Loan Opportunity Mining module and White Glove service are priced on a call. Credit Check Alerts and Equity Alerts are excluded from the base plan for an extra fee.
  • ICE Mortgage Technology does not publish Surefire pricing, trial terms or LOS integration details on its product page. Ask for a quote.
  • Prices are US list prices as shown on each vendor's own site on 11 October 2026 and can change at any time.

See all eleven in the full ranking: BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026.

Sources

  1. BNTouch plan price, single-user price, record limits, SMS allowance, month-to-month terms, Opportunity Mining and White Glove add-ons: https://bntouch.com/pricing/
  2. BNTouch LOS integrations, mortgage-only since 2004, 7,000+ mortgage companies, 800+ reviews, 400+ campaigns, White Glove service: https://bntouch.com/
  3. Jungo plans, annual and monthly prices, setup fees, minimum one-year contract, Bundle contents (LOS Sync, Leads App, Jungo SMS) and Lite contents: https://www.ijungo.com/pricing/
  4. Jungo starting price of $96 a month billed annually, and LOS partner names (Encompass, Velocity, LendingPad, Byte): https://www.ijungo.com/
  5. Surefire marketing automation, 1,000+ piece creative library, text messaging channel, co-branded campaigns, RESPA, TCPA and CCPA compliance system, no price shown: https://mortgagetech.ice.com/products/surefire-mortgage-crm