Our Features

Surefire CRM provides users with the best-in-class features of a constantly growing mortgage technology tool.


Work with a suite of features designed specifically to help mortgage professionals market to their database, improve referral relationships, and close more loans.

Lead Generation

  • Fire up your pipeline with Power Calls
  • Unleash your potential with Power Messaging
  • Automate lead capture with forms
  • Mine your database with ease with Rate Alerts
  • Add and manage contacts from anywhere with Surefire Mobile

Point of Sale

  • Create dynamic single property sites in minutes with 650+ MLS boards and over 2 million listings
  • With just a few clicks, create an open house flyer (including rate table) for a partner’s home listing
  • Bring leads in from anywhere on the web through the use of custom forms, surveys and landing pages


    • Integrate with your LOS (Loan Operating System) in real-time to ensure that your client database is always up to date
    • We work with many partners to help you simplify processes. Take advantage of our Zapier integration to sync and send leads directly to your Surefire database and avoid unnecessary costs
    • Open APIs are included in your subscription and open to developers

Customer Relationship Management

  • Automate your marketing with email and print workflows
  • Stay connected after the close with our Client for Life workflow, including closing gifts
  • Don’t want to lift a finger? Set up recurring deployments at any time interval

Award-Winning Creative

  • Dazzle prospects, clients and partners with dynamic, relevant and fun interactives, video, calculators and games
  • Generate professional-quality flyers with the click of a button
  • Easily share updates and content to your social media pages directly from our Media Library
  • Choose from hundreds of email templates to send professional communications without having to spend an hour Googling and typing

Artificial Intelligence/Analytics

  • Automate database marketing
  • Benefit from constant, intelligent monitoring of your entire database
  • Receive notifications when a client’s home is listed or when they trigger a credit inquiry

Partner Management

  • Keep partners engaged with targeted campaigns and co-branded content so clients remember who to call for their lending or real estate needs for years to come
  • Build your own workflow or use an existing one to strengthen partner relationships
  • Align yourself with the industry’s most advanced compliance solution on the market with Surefire’s PartnerNetwork.
  • Personalized, exclusive digital and print marketing pieces to boost your co-branding efforts
  • Allow co-branded partners to participate and be billed directly, without having to create a log in

Give Surefire a Try!

The best way to find out what we offer is
to try it out yourself. We're confident that
you'll like what you see.

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