--- description: Discover the benefits and disadvantages of Surefire CRM. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Surefire CRM Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Mortgage Software](/directory/30038/mortgage-and-loans/software) > [Surefire CRM](/software/202529/surefire-crm) # Surefire CRM Canonical: https://www.capterra.co.uk/software/202529/surefire-crm Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/202529/surefire-crm?page=2) > Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. > > Verdict: Rated **4.5/5** by 55 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Surefire CRM? Mortgage Professionals and Mortgage Brokers ## 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 - Activity Dashboard - Amortisation Schedule - CRM - Client Database - Compliance Management - Contact Management - Customer Database - Document Management - Email Marketing - For Financial Institutions - Lead Management - Marketing Automation - Pipeline Management - Third-Party Integrations ## 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.capterra.co.uk/directory/30038/mortgage-and-loans/software) ## Related Categories - [Mortgage Software](https://www.capterra.co.uk/directory/30038/mortgage-and-loans/software) - [Financial CRM Software](https://www.capterra.co.uk/directory/30562/financial-crm/software) - [All-in-One Marketing Platform Software](https://www.capterra.co.uk/directory/32155/all-in-one-marketing/software) - [Marketing Automation Software](https://www.capterra.co.uk/directory/6/marketing-automation/software) ## Alternatives 1. 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[Keap](https://www.capterra.co.uk/software/76390/infusionsoft) — 4.1/5 (1298 reviews) ## Reviews ### "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. ----- ### "SureFire Review" — 5.0/5 > **Cody** | *10 July 2020* | Real Estate | Recommendation rating: 7.0/10 > > **Pros**: The new 3.0 system is easy to navigate around. It took some time getting used to but I like it. It's easy to change settings for the entire company and deploy content for the whole company at the click of a button. > > **Cons**: Buggy. Lots of bugs. When editing someones profile, if you need to switch between screens/tabs to type in a phone \#, the phone \# disappears if you have only typed it part of it. Then you need to keep retyping. Glitchy at times but they eventually fix the bugs. > > Very good. Loving the text blast features and upcoming features. Always seems to be updating the system and rolling out new things. \[SENSITIVE CONTENT HIDDEN\] are awesome to work with\! Rockstars\! ----- ### "Great CRM\!" — 5.0/5 > **David** | *17 September 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: Surefire provides almost instant plug and play for loan originators to market to leads, prospects, and clients. The campaigns are built for you and are customizable. Their are different type of campaigns depending your style or the image you wish to represent to the public. > > **Cons**: I wish the software had an Realtor portal. Where we could jointly manage leads with Realtors, sharing not only lead data but contextual notes back and forth. Also the integration with Mortgage Coach was a big deal for us. However, you have to be an enterprise user with Mortgage Coach (10 paid licenses) before Mortgage Coach will make the integration. That seems like something Surefire and Mortgage Coach should work out. Don't advertise it integrates, without the disclosure. > > The support they provide the user is the best I have found. The people truly care and they are responsive. \#1 by far of any CRM we have used. ----- ### "Your money is their only consideration\!" — 1.0/5 > **Lloyd** | *20 March 2023* | Construction | Recommendation rating: 0.0/10 > > **Pros**: Broken promises, dishonesty, and flat out no customer consideration\! This company is impossible to work with. They made a false claim that they would have a website built in a month but it took them nearly 3 months to go live. When you request changes they take weeks to respond if at all. The nifty little review link they set up for us was never even completed so our customers were receiving requests for reviews to a broken link. When this was brought to their attention they said it was our responsibility to program the links for reviews. They are the software company hired to make our job easier and we have to do the programing? No one ever explained this in the onboarding process. > > **Cons**: When the customer contact email was broken for weeks our customers were unable to submit an online request and Surefire NEVER responded to this issue so we had to hire an outside agency to repair the most important part of a website.We finally demanded a cancelation in January which was ignored until we demanded again after a week of being ignored. The response was they will not be able to cancel, this is a year subscription and they will have to charge the full amount (not a prorated amount or an early termination amount, THE WHOLE AMOUNT)\! We responded with proof of their constant ignoring of our ongoing issues and lack of consideration for customer service. Always we are responded with we will have an internal discussion about your situation. Again we are forced to be the once that initiate the follow up after patiently waiting a week for a response. The answer is always "I just got an answer". They said they were discussing it at that very moment in the previous email a week earlier and only when we send the demand for a response do they suddenly "have the answer". > > Here it is March and after dozens of emails the dishonest sales has called last week to offer a reduction in our paid service to the basic plan for $499 a month for the remaining 3 months of our subscription. He has darted the question of whether or not we would be required to do another 1 year subscription if we agreed. Once again we are also waiting for a response to our last email confirming the offer of $499 a month for the remaining portion of our subscription without a renewal. We also requested a credit for the past months since we requested the cancelation in January. ----- ### "Easy to "Set and Forget"" — 4.0/5 > **Katie** | *21 July 2020* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: Surefire makes it easy enough for one person to admin an account for 100+ people. With relative ease, I am able to keep our company looking good and keep our leads, clients and past clients updated at every step of their Loan Process and in touch afterwards. They make it easy to customize and add our own images as well as provide emails which can be used "as is" or, more often than not, used as a spring board to create a more personalized message for our company. I get answers to inquiry emails generally within the day, my account reps are always willing to guide me and the help center has a lot of knowledge/training notes to peruse. > > **Cons**: There are some pieces that are not intuitive that make it hard for anyone but an admin to use. There are also software idiosyncrasies that can get a little annoying especially when trying to train our managers to utilize the system for their needs. There are issues with searches that make it hard to use the bulk deployment to its fullest, but that is also something that seems to be getting better. While I can request searches on many topics, such as use engagement, I should (as an admin) have the ability to create those searches within my own version of the platform. I'd like better ways of using our own video content as well as the provided video content in a more native way - auto play within the email and things like that since second "click-throughs" don't always happen. > > Overall the staff is personable, easy to get along with, and quick to respond to inquires. The software is good and getting better with each Tuesday release. ----- Page: 1 / 3\ Next: [Next page](https://www.capterra.co.uk/software/202529/surefire-crm?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/202529/surefire-crm) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | ----- ## Structured Data