Surefire CRM Review 2026: Marketing Automation for Mortgage
Updated February 2026
Overview
Surefire by Top of Mind Networks is a mortgage CRM known for its award-winning marketing content library and automation engine. It specializes in automated co-branded marketing with real estate agents and borrower nurture campaigns.
Best for: Loan officers and teams who want done-for-you marketing content and automated co-branded campaigns with real estate partners.
Key Features
- ✓Award-winning content library
- ✓Co-branded marketing with Realtors
- ✓Automated drip campaigns
- ✓LOS integration
- ✓Compliance-reviewed content
- ✓Referral partner portal
- ✓Analytics & ROI tracking
Pricing
Surefire pricing is typically $99-149/user/month. Custom enterprise pricing available for large teams.
Pros
- +Best-in-class marketing content
- +Compliance-reviewed materials
- +Strong co-branded marketing
- +Good LOS integrations
- +Excellent drip campaign engine
Cons
- –Less customizable than Jungo
- –Content library may feel generic
- –Mobile app is basic
- –Limited funnel building capabilities
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Alternatives to Surefire by Top of Mind Networks
Jungo
Larger teams and branch managers who want the power of Salesforce with mortgage-specific features and don't mind the learning curve.
GoHighLevel
Marketing-focused loan officers who want an all-in-one platform for lead generation, nurturing, and client communication at an aggressive price point.
Velocify by ICE Mortgage Technology
Large lending operations with 20+ loan officers that process high volumes of leads and need intelligent distribution and prioritization.
Whiteboard CRM
Individual loan officers and small teams who want a simple, affordable CRM without the complexity of enterprise platforms.