BNTouch vs Surefire CRM
Surefire by Top of Mind Networks is a marketing automation platform built for mortgage. Here’s how it stacks up against BNTouch as a full mortgage CRM and marketing solution.
| Feature | BNTouch | Surefire CRM |
|---|---|---|
| CRM | ||
| Full mortgage CRM | ✓ | ~ Marketing-first |
| Contact management | ✓ | ✓ |
| Deal pipeline | ✓ | ✗ |
| Team collaboration | ✓ | ~ |
| Marketing | ||
| Email campaigns | ✓ | ✓ |
| Text/SMS marketing | ✓ | ✓ |
| Video messaging | ✓ | ✗ |
| Social media posting | ✓ | ✓ |
| Pre-built content library | ✓ (180+) | ✓ (large library) |
| Lead Management | ||
| Multi-source lead capture | ✓ | ~ |
| Automated distribution | ✓ | ✗ |
| Lead scoring | ✓ | ✗ |
| Digital Lending | ||
| Built-in POS | ✓ | ✗ |
| E-signatures | ✓ | ✗ |
| Borrower portal | ✓ | ✗ |
| Other | ||
| Website builder | ✓ | ✗ |
| Live chat widget | ✓ | ✗ |
| LOS integrations | ✓ | ✓ |
| Surveys | ✓ | ✗ |
CRM vs Marketing Automation
Surefire is built as a marketing automation platform first. It excels at content delivery — emails, social posts, and drip campaigns. But it lacks core CRM features like deal pipeline tracking and lead scoring. BNTouch gives you the full CRM alongside the marketing tools, so you manage your contacts and your campaigns in one place.
Content Library
This is where Surefire shines. Their content library is extensive and well-designed, with mortgage-specific marketing materials ready to go. BNTouch offers 180+ pre-built templates of its own. Both platforms deliver on content — the difference is what surrounds it.
Digital Lending & POS
Surefire doesn’t include a point-of-sale system, e-signatures, or a borrower portal. BNTouch bundles all of these into the platform. If you need a complete digital lending workflow — from lead capture to loan application — BNTouch covers it without additional tools.
Lead Management
BNTouch includes automated lead distribution, lead scoring, and multi-source lead capture. Surefire’s lead management capabilities are limited — it’s designed to nurture contacts through marketing, not manage the full lead lifecycle.
The Bottom Line
Surefire is strong on marketing content — their library is extensive. But it’s primarily a marketing automation tool, not a full CRM.
BNTouch combines CRM, marketing, POS, and lead management in one platform. If your only need is marketing content delivery, Surefire competes. If you need the full stack, BNTouch wins.
Ready to Switch?
Choose the BNTouch plan that fits your business
Individual
For solo loan officers ready to grow
- ✓ Mortgage Lead Marketing Platform
- ✓ 180+ Pre-Built Marketing Campaigns
- ✓ Digital 1003 Loan Application
- ✓ Automated Drip Campaigns
- ✓ Text & Email Marketing
- ✓ Video Marketing Tools
- ✓ Personal Mortgage Website
- ✓ Lead Capture & Distribution
Team
For mortgage teams & brokerages
- ✓ Everything in Individual, plus:
- ✓ Multi-User Team Management
- ✓ Lead Routing & Round Robin
- ✓ Manager Dashboard & Reporting
- ✓ Team Performance Analytics
- ✓ Branch & Office Management
- ✓ Compliance & Audit Tools
- ✓ Priority Support
