Surefire CRM Integration Partner


Benefits of Using Mortech and Surefire Together

Integrating Mortech’s PPE (product & pricing engine) within Surefire CRM enables all Surefire seats to retrieve live mortgage rates and loan programs from Mortech’s PPE directly within the Surefire platform. The Surefire and Mortech integration enhances every loan officer’s toolkit by increasing the efficiency in sharing rate information with borrowers.

Mutual Surefire and Mortech PPE users can share live mortgage rate & loan program information with borrowers on single property listing websites, open house flyers, rate alerts, calculators, and more. Loan officers can quickly create these assets in Surefire CRM and share them with referral partners and individual borrowers.

Mutual clients leveraging this integration can benefit from a seamless and connected experience using an API. There is no additional work necessary on the client’s behalf.

Key Features

  • Seamless connection (API) in Surefire dashboard; plug and play in just a few clicks.
  • Sophisticated and intuitive user interface allows configuration of  Mortech’s PPE platform within Surefire and accommodates your custom fields 
  • Choice and control of your pricing scenarios
  • Quickly see loan programs available to the borrower


Mortech® supplies thousands of mortgage professionals with a number of services and tools, such as all-on-one pricing, predictive analytics for customer retention, online rate quoting, API services, custom rate sheets, and loan product eligibility. Founded in 1987, Mortech is based in Lincoln, Neb. and is owned and operated by Zillow Group (NASDAQ:ZG).

By incorporating Mortech’s suite of mortgage software offerings into your lending strategy, you’ll be able to automate your day-to-day workflow – giving you more time to focus on the customer and grow your business.

Contact Details

Founded in 1987

Located in Lincoln, NE

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