From Surefire to BNTouch:
The Independent Mortgage CRM
Surefire pioneered marketing automation for loan officers. After the ICE Mortgage Technology acquisition, the platform priorities shifted. If your office feels like a second-class customer in a system built for enterprise lenders, here is what an independent, mortgage-only CRM looks like.
Book a Live DemoSee the Full ComparisonWhy mortgage offices leave Surefire
Surefire was built specifically for mortgage from the start, and it deserves credit for that. The reason customers leave is rarely the product itself. It is what happened around it.
Vendor concentration
ICE Mortgage Technology owns Surefire. ICE also owns Encompass. Concentrating your CRM and your LOS under the same parent company reduces your leverage at renewal time.
Enterprise-first focus
Post-acquisition, Surefire’s product roadmap and account-management attention has tilted toward larger lenders. Independent LOs, brokers, and mid-size offices feel the difference.
Slower iteration
Smaller, independent CRMs ship features faster because they only have one customer to serve. BNTouch ships AI Sales Assistant, native LOS integrations, and TCPA-compliance updates without an enterprise change-control process.
What you get with BNTouch instead
- An independent vendor. BNTouch has been mortgage-only since 2003. No parent company, no enterprise distraction, no concentration risk with your LOS.
- Native LOS integrations across the major US stack. Encompass, Calyx Point, BytePro, and LendingPad. Pick the LOS that works for you, not the LOS that shares a logo with your CRM.
- White Glove managed onboarding included. A specialist imports your contacts, rebuilds your campaigns, configures your LOS sync, and trains your team. Included on every plan, not a paid add-on.
- 400+ pre-built mortgage marketing campaigns. Drip sequences, post-close, anniversary follow-up, RateWatch alerts, recruitment workflows, all written for the mortgage workflow and ready to activate.
- Dynamic Groups. Contact groups that update themselves based on loan status, behavior, or LOS milestones. No manual list management.
Side-by-side comparison
| Feature | BNTouch | Surefire |
|---|---|---|
| Mortgage-only since | 2003 | Founded as Top of Mind, now part of ICE |
| Independent vendor | Yes | Owned by ICE Mortgage Technology |
| Encompass integration | Native | Native (same parent) |
| Calyx Point, BytePro, LendingPad | Native | Limited |
| Solo LO entry plan | $165/mo | Quote-based |
| Pre-built mortgage campaigns | 400+ | Yes |
| White Glove managed onboarding | Included on every plan | Add-on |
| AI Sales Assistant | Included | Roadmap |
| TCPA 2026 compliance baked in | Yes | Yes |
What the migration looks like
Switching CRMs sounds painful, and we know it is the single biggest reason mortgage offices stay on a platform that no longer fits the work. Our White Glove team handles the entire migration on every plan.
Day 1 — Kickoff
Your White Glove specialist scopes your contact list, your campaigns, and your LOS connection. No DIY required.
Week 1 — Data Migration
We import your contacts, history, and pipeline into BNTouch. We rebuild your active drip sequences against the new platform.
Week 2 — LOS & Templates
We connect Encompass, Calyx, BytePro, or LendingPad. We rebuild your templates and dynamic groups.
Week 3 — Training & Go-Live
You and your team get trained inside the platform. Old CRM gets paused. New CRM goes live with no gap in your follow-up.
What you keep
- Your full contact list, with notes, tags, and history.
- Your active pipeline, mapped to the new system’s loan statuses.
- Your existing email templates, rebuilt against BNTouch’s editor.
- Your LOS connection. Encompass, Calyx Point, BytePro, or LendingPad.
- Your sender reputation. We warm up your sending domain through the migration so deliverability does not drop.
See BNTouch in 15 minutes.
White Glove migration is included on every plan. Plans from $165/mo for solo loan officers.
Book a Live Demo See Pricing & PlansFAQ
Will I lose my contact history when I switch from Surefire?
No. White Glove imports your full contact list, notes, tags, and pipeline history into BNTouch as part of the migration. You keep everything that mattered on Surefire.
Does BNTouch still integrate with Encompass if Surefire is owned by ICE?
Yes. BNTouch’s Encompass integration is native and has been live for years. Your Encompass workflow is unchanged.
How much does BNTouch cost compared to Surefire?
BNTouch plans start at $165/mo for solo loan officers, with team and enterprise plans available. Surefire is quote-based, so direct comparison depends on your account. Most offices that switch to BNTouch report a meaningful cost reduction.
How long does the migration take?
Three to four weeks from kickoff to go-live for most offices. Larger lending teams take longer. White Glove runs the timeline, you get a weekly status update.
Can I keep my current LOS?
Yes. BNTouch is LOS-agnostic. We have native integrations with Encompass, Calyx Point, BytePro, and LendingPad, and we can support most other LOS systems through API connections.
