--- description: Review of Surefire CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Surefire CRM | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Mortgage Software](/directory/4208/mortgage/software) > [Surefire CRM](/software/233455/surefire-crm) # Surefire CRM Canonical: https://www.softwareadvice.ie/software/233455/surefire-crm Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.ie/software/233455/surefire-crm?page=2) > Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform. > > Verdict: Rated **4.5/5** by 55 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 55 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 4.4/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Top of Mind - **Founded**: 2003 ## Commercial Context - **Pricing model**: Flat Rate - **Pricing Details**: Contact Top of Mind for pricing information - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Activity Dashboard - Amortisation Schedule - CRM - Client Database - Compliance Management - Contact Management - Content Management - Customer Database - Customisable Branding - Customisable Forms - Document Management - Electronic Applications - Email Marketing - For Financial Institutions - Lead Capture - Lead Management - Marketing Automation - Monitoring - Pipeline Management ## Integrations (19 total) - Blend - BombBomb - BytePro - Calyx Point - Constellation Mortgage Solutions - Encompass - Experience.com - Fiserv - Floify - LendingPad - MeridianLink Consumer - MeridianLink Mortgage - MonitorBase - OpenClose Lending Solution - Originate Mortgagebot ... and 4 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Mortgage Software](https://www.softwareadvice.ie/directory/4208/mortgage/software) ## Related Categories - [Mortgage Software](https://www.softwareadvice.ie/directory/4208/mortgage/software) - [Marketing Automation Software](https://www.softwareadvice.ie/directory/1686/automation/software) - [Financial CRM Software](https://www.softwareadvice.ie/directory/3247/financial/software) - [All-in-One Marketing Platforms](https://www.softwareadvice.ie/directory/4065/all-in-one/software) ## Alternatives 1. 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The system is customizable to the point where each Loan Officer could have their own rules and workflows if you choose to. the number of rules you can generate for specific needs it endless; from pre-qual and in process to post closing follow up and Lead generation. We have individual branches using some rules that suit their geography and ways they do business, and other branches with a different set of rules based on their needs. Their customer service is also top notch. > > **Cons**: Some things I feel are missing are a more intuitive self service reporting feature. I can request almost any report I want, but the self service module lacks the customization we have come to need. There are a couple of other simple things that can be improved on, such as a more customizable permissions module. They offer a great deal here, but there are one or two options we'd like added based on the role of the individual and how they use the system. > > We've used Surefire since 2013. In the beginning we opted for SF over Salesforce because we believe the ease of adoption would be greater. Back then, the set it and forget it model was what we were looking for, plus it was an easy to use intuitive system. In 2018 when we were making the decision to move to the new 3.0 platform or stay with SF we looked at a few options. We knew the transition would be hard for the LO's either way but Surefire seemed to have more freedom with what we could customize and their roadmap for development was impressive. We use Surefire for our databases, lead generation, email marketing, in process touchpoints, flyers and social media deployment. We have also just finalized integrations with BombBomb, Mortgage Coach, Monitorbase and others. We know there are major improvements coming and we are excited to see them. ----- ### "The best marketing automation software out there for the mortgage industry\!" — 5.0/5 > **Cheri** | *2 June 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: When searching for a marketing automation software solution, it was critical for our company that we be able to have control over designing, approving, and implementing the marketing content on behalf of our Loan Officers. Surefire has enabled us to do just that, and more\! The ease of use, combined with the wealth of existing content and amazing tools has exceeded our expectations\! > > **Cons**: We made some errors with initial data import due to lack of knowledge about how the system worked, and that caused us to have to do some data clean-up. In some cases, the team at Surefire was able to assist us with the clean-up, but in other cases we had to do it ourselves and that was a time-consuming project. > > We have a unique situation in that we use a customized version of Salesforce as our database of record, and Surefire as our marketing automation platform. We created our own integration between Salesforce and Surefire which has enabled us to keep our LOs working out of Salesforce only for their data management, which is exactly what we needed. Because of this, we have found Surefire to be a fantastic solution for our unique needs. The support team has been amazing with helping me to troubleshoot and work through different scenarios and create business rules to automate our marketing. ----- ### "My Honest Review of Surefire CRM for the Mortgage Industry" — 2.0/5 > **Ron** | *13 March 2024* | Real Estate | Recommendation rating: 3.0/10 > > **Pros**: I liked how the system was extremely customizable, and came with a preset of campaign templates that were easy to edit. > > **Cons**: The lack of support, lack of value, lack of updates, and poor connectivity to other third party applications that are needed for the mortgage industry, such as an LOS or POS. > > My overall expiernce with Surefire was horrible. It has a very corporate structure that is more of an assembly line for their sales people, rather than a CRM company designed to help their clients grow and retain clients. Its expensive nature limits user growth, and is not designed for a large scale operation, or medium to small scale operation like ours. ----- ### "No Customer Service" — 4.0/5 > **Jason** | *17 August 2022* | Financial Services | Recommendation rating: 0.0/10 > > **Pros**: The software is good. Like any CRM it takes time and in some cases some expertise if tech is not your thing. > > **Cons**: Reporting is not good or easy to produce. Also the powercalls is a pain to use in all ways. It's supposed to be a dialer system similar to phone burner or mojo, but you have to create essentially a marketing campaign to use it. It would be way better if you could just select a list and dial. Additionally, setting up the pre-recorded voicemail is another time consuming task. While cheaper than its competitors it loses when it comes to ease of use. > > This company has the worst customer service. My account rep disappeared shortly after bringing me on and I've only been able to reach him a couple of times when I had a question. The help email does not work whatsoever, so if you need a little help with something you're totally screwed. You also cannot speak to anyone at the company if you call. No one answers their phone and you have to get to the executive level to receive a return call. If you don't have an internal team member to manage the crm for you and you're not a tech savvy person or just too busy of a sales person to deal with it you're going to hate this system. The lack of support is honestly unbelievable. I had to email the accounting department for help getting to speak with someone for small things and we're 26 days with still no name, phone, or email address of anyone who will be there when I need them. ----- ### "Every Feature Has Value\!" — 5.0/5 > **Brittany** | *2 June 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Every feature has value in some way\! By far, the best features are the weekly Markets in a Minute videos, interactive videos/calculators (especially around the neighborhood), opportunity alerts and single property sites. The integration with LinkedIn and Facebook is also a great avenue for us to post valuable content that we otherwise wouldn't have had readily available to us. Top of Mind is always working on new updates and features to help make users successful and competitive against other, similar products. > > **Cons**: Integrating with our LOS system was a challenge but only b/c our system is older and doesn't connect with a direct API. While there are a ton of great features, if you don't have a dedicated admin or team member to stay on top of everything that is available then adoption/utilization of the software could be overwhelming to a user and therefore not used. The flyers section of the system is also a bit difficult to navigate and use, especially if you are looking to create your own flyers. > > Before using Surefire, our company did not have a dedicated CRM to help us stay in touch with past customers as well as stay in front of prospects. Using Surefire has 100% helped us generate new business that we wouldn't have gotten otherwise. The use of single property sites, interactives, and calculators has been well received by our staff and referral partners and our team loves the opportunity alerts\! The support staff is also AMAZING\! No other vendor I've worked with has a team that will respond as quickly and efficiently as Top of Mind's staff does. You can tell they are invested in making their customers successful. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.ie/software/233455/surefire-crm?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/233455/surefire-crm) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data