Surefire CRM (ICE Mortgage Technology) review
Best-in-class for compliant marketing content and post-close engagement.
Top 11 rank
#3 of 11
Score
8.8/9.4
Pricing
$$$ ($150 to $300/mo est.)
HQ
Pleasanton, CA, USA
Verdict
Surefire CRM excels at marketing automation, providing an enormous library of award-winning, compliant content. It is the best option for teams who prioritize staying top-of-mind with clients and partners through dynamic flyers, videos, and multi-year campaigns.
What customers praise
The integration with ICE Mortgage Technology's Encompass LOS is the deepest on the market, allowing for real-time, two-way data synchronization.
What customers criticise
The core CRM and pipeline management features are less robust than dedicated platforms like BNTouch; it is more of a marketing platform with CRM capabilities.
Best for
Lenders and large brokerages focused on content marketing and maintaining client relationships post-close.
At a glance
- Integrations: Encompass, Optimal Blue, Mortgage Coach, Homebot, Zillow
- Compliance: RESPA, TILA, TRID, ECOA
- Regions served: USA
- Typical onboarding: 14 days
Red flags
Public risk signals as of June 2026: none. No material public risk signals as of 2026-06-29. See the full red-flag report.
Alternatives
See alternatives to Surefire CRM (ICE Mortgage Technology), or compare against the next-ranked entry: Surefire CRM (ICE Mortgage Technology) vs Velocify (ICE Mortgage Technology).
Source: Top 11 The 11 Best CRM Software for Mortgage Brokers (2026), verified June 29, 2026 — no paid placement.