Is Surefire Crm or BNTouch better for mortgage?

BNTouch is purpose-built for mortgage professionals with native LOS integrations, compliant texting, and co-branded marketing. Compare features side by side to see which platform fits your workflow.

How much does Surefire Crm cost compared to BNTouch?

BNTouch starts at $165/month with all core features included. Surefire Crm pricing varies. BNTouch bundles marketing automation, texting, and CRM in one price.

Can I migrate from Surefire Crm to BNTouch?

Yes. BNTouch supports data migration from other CRMs. The White Glove team helps import your contacts, campaigns, and workflows from Surefire Crm.

What does BNTouch offer that Surefire Crm does not?

BNTouch is built exclusively for mortgage, offering Encompass and LOS integration, TCPA-compliant texting, co-branded marketing, and White Glove setup as standard features.

How does BNTouch compare to Surefire CRM?

BNTouch is an all-in-one mortgage CRM with CRM, marketing automation, and digital POS in one platform. Surefire focuses primarily on marketing content and automation.

Does BNTouch include a point of sale like Surefire?

Yes. BNTouch includes a built-in digital 1003 loan application that Surefire does not offer.

Which has more pre-built marketing campaigns?

BNTouch offers over 400 pre-built mortgage marketing campaigns. Surefire offers a content library but fewer ready-to-launch campaign workflows.

Can I switch from Surefire to BNTouch?

Yes. BNTouch offers free data migration and White Glove setup to make switching painless.

Which is more affordable?

BNTouch starts at \$165/month for individuals with no Salesforce license required. Surefire pricing varies by enterprise agreement.

Comparison

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.

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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	✓	✗

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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

$165/month

✓ 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

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Team

For mortgage teams & brokerages

$95/user/month

✓ 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

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4,500+ active mortgage offices · $43.7B+ closed by users · 4.5★ from 700+ verified reviews

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White Glove migration is included on every plan. Plans from $165/mo for solo loan officers.

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