Products/Surefire CRM

ICE Surefire

Automate your mortgage marketing and deepen relationships through one powerful solution

Surefire helps thousands of mortgage professionals win new business, drive repeat engagement, and build stronger relationships. With intuitive, set it and forget it workflows and award-winning content, Surefire makes it easy to stay connected with borrowers, recruits, members, brokers, and real estate agents, all within one powerful platform.

Gain access to detailed information and video tutorials

Close more loans and create customers for life

Surefire automates borrower outreach throughout the mortgage process, delivering award winning, timely content tailored to each stage of the loan journey. For mortgage loan origination, it supports lead and prospect engagement by nurturing borrowers with relevant education and communications from initial interest through application and funding. Once the loan is closed, Surefire continues the conversation with omni channel outreach designed to support repeat and referral business.

Marketing and content made easy

Surefire offers centralized marketing and LO-led marketing, with an award-winning creative library of 1,000+ pieces.

Earn new and repeat business

With ways to engage borrowers, recruits, real estate professionals and more, Surefire helps you drive the conversations that win business.

Set it and forget it

Never miss a loan milestone for your borrowers. Surefire automates timely, relevant outreach to help you so you can stay connected with your customers through every step of their journey.

Meet your borrowers where they are

Surefire helps you market via social media, text messaging, printed materials and more.

The personal touch

Provide customized mortgage content that comes from you, to help engage and retain customers.

Support compliance

Surefire comes with a full content compliance management system that supports RESPA, TCPA and CCPA requirements, and features audit-ready reporting and assistance services.

Raising the bar with award-winning content

Surefire is committed to delivering innovative, engaging, and effective content for mortgage professionals. We are honored to have received the following industry recognitions for our contributions to mortgage marketing:

  • 2025 dotCOMM Awards: Gold awards in video and eCommunication.
  • 2025 Hermes Creative Awards: Platinum and Gold awards for exceptional video, blog, and newsletter content.
  • 2023 AVA Digital Awards: Platinum awards in web animation, interactive web capabilities, and educational short-form web video.

About Surefire

Develop lifelong customer relationships that support long term profitability

Building strong customer relationships starts with consistent connection. Surefire’s milestone‑based marketing delivers personalized, relevant content at key moments throughout the borrower journey. Ready to use out of the box, automated post‑close engagement helps turn borrowers into clients for life. From closing gifts to text, video, and social outreach, Surefire automates post‑close communications for years, placing ongoing engagement on autopilot.

Surefire also strengthens partner relationships through co‑branded marketing campaigns that spotlight real estate agents and other business partners, while showcasing your brand to prospective recruits across marketing emails, open‑house flyers, direct‑mail postcards, and interactive multimedia. Together, these capabilities help lenders clearly demonstrate their value as an employer to loan officers focused on building lasting consumer and business relationships through timely, relevant, and personalized mortgage marketing.

Why Surefire

Helps mortgage professionals win new business, drive repeat business, and build lasting relationships.

  • Helps you win new business and drive repeat business
  • Intuitive workflows and award-winning content
  • Automate your mortgage marketing
  • Maintain and deepen connections in the industry
Success stories

“Prior to Surefire, our open rates for newsletters were roughly under 20%. Soon after having access to Surefire's media library, we saw open rates of over 64%.”

Thu-Lynn Nguyen
Former VP of Marketing

Interlinc Mortgage

See all success stories

Industry leader insights

“The formula for success is to make sure you've got a great CRM system and that you're utilizing ICE every way that you can.”

Dale Vermillion
Founder & CEO
Mortgage Champions
Surefire

Frequently asked questions

What does Surefire do?

How can I close more loans with Surefire?

How do I earn repeat business with Surefire?

Ready to get started? Get in touch.