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

Solutions that Scale for all Mortgage Lenders

No matter what your business role or company size, you’ll be able to get the job done with Surefire.

By Focus

Solutions by Business Role

Surefire offers features benefiting every business role in a mortgage organization.

By Team Size

Solutions by Company Size

Mortgage companies from a two-person shop to large mortgage banker can all use Surefire CRM to grow their business.


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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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