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BNTouch Mortgage CRM vs Surefire CRM Comparison (2026)

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Good recommendations?

BNTouch Mortgage CRM

Surefire CRM

Overview

Your Mortgage CRM & Marketing Tools Anywhere. Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 700+ five star reviews.

Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

Pricing

Starting from

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

No pricing info

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.5

Value for money

Ease of use

Features

Customer support

72%

would recommend this app

4.5

Value for money

Ease of use

Features

Customer support

82%

would recommend this app

Pros

“My overall experience with BNTouch Mortgage CRM is that it is a highly effective tool for mortgage professionals who want a comprehensive, industry-specific platform to automate their marketing and streamline their loan process.”

Mark D.

Loan Officer

“It has been nothing short of amazing, the follow ups that this system sends has completely changed the way I do my job for the better”

Ciara T.

Loan Processor

“Save your money and find another platform that lets you actually test it first to make sure it's a fit.”

Gregory V.

Loan Originator

Pros

“I liked how the system was extremely customizable, and came with a preset of campaign templates that were easy to edit.”

Ron G.

Operations Manager

“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.”

Lloyd A.

Owner

“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.”

Lloyd A.

Owner

Cons

“I onboarded, imported data, and within three days it was clear the system was not a fit for my mortgage business because of how clunky and outdated it felt to use.”

Gregory V.

Loan Originator

“The interface feels outdated, unintuitive, and slow for modern mortgage workflows.”

Gregory V.

Loan Originator

“I ended up out $290 for a product I stopped using almost immediately.”

Gregory V.

Loan Originator

Cons

“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)!”

Lloyd A.

Owner

“We finally demanded a cancelation in January which was ignored until we demanded again after a week of being ignored.”

Lloyd A.

Owner

“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. ”

Jason W.

Owner