Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 23 Ratings

Total 5 out of 5 stars
ease 4.5 out of 5 stars
features 5 out of 5 stars
design 4.5 out of 5 stars
support 5 out of 5 stars

Alternatives to Consider

  • STACK Reviews & Ratings
    4.5 out of 5 stars 1,498 Ratings
    Company Website for STACK
  • WERX Reviews & Ratings
    4.7 out of 5 stars 35 Ratings
    Company Website for WERX
  • WEX Field Service Management Reviews & Ratings
    4.6 out of 5 stars 67 Ratings
    Company Website for WEX Field Service Management
  • Connecteam Reviews & Ratings
    4.6 out of 5 stars 10,769 Ratings
    Company Website for Connecteam
  • CompanyCam Reviews & Ratings
    4.7 out of 5 stars 5,588 Ratings
    Company Website for CompanyCam
  • Bidtracer Reviews & Ratings
    4.2 out of 5 stars 39 Ratings
    Company Website for Bidtracer
  • Buildxact Reviews & Ratings
    4.5 out of 5 stars 264 Ratings
    Company Website for Buildxact
  • Azore CFD Reviews & Ratings
    4.3 out of 5 stars 26 Ratings
    Company Website for Azore CFD
  • KonstructIQ Reviews & Ratings
    4.8 out of 5 stars 7 Ratings
    Company Website for KonstructIQ
  • Pocomos Reviews & Ratings
    4.6 out of 5 stars 45 Ratings
    Company Website for Pocomos

What is Surefire?

Surefire enhances customer interactions while optimizing business operations specifically for plumbers and heating technicians. This adaptable software solution can be customized to meet the unique requirements of your enterprise, making it easier to manage various processes with its robust Customer Relationship Management features. With Surefire, you can effectively oversee appointments, customer data, and supplier information all in one place. Additionally, the SureQuote tool, which can be integrated into any website, empowers your clients to generate online estimates, choose fuel types, and conveniently send the estimates via email or text to potential customers. This not only improves efficiency but also fosters better communication with your clientele.

What is BNTouch Mortgage CRM?

BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers. Key features include: - Automated SMS and email marketing campaigns - Efficient lead distribution and management - Over 35 unique mortgage tools - A digital 1003 application - Ready-to-use marketing collateral - Tailored video marketing solutions - Curated content for social media platforms - Integration capabilities with LOS, Outlook, Zapier, and more - Plus many additional features Don't hesitate to reach out to us today!

Media

Media

Integrations Supported

Causal
Go Integrator Cara
QuickBooks Online
Xero

Integrations Supported

Agent Legend
BoldLeads
Calyx Point
Encompass
Google Calendar
LenderHomePage
LendingPad
Microsoft Outlook
OSE
Sales Boomerang
TrustEngine
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$69
We've got packages for individual loan officers, mortgage offices of full mortgage corporations. Price breaks for more users.

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

W B Solutions

Company Location

United Kingdom

Company Website

www.surefiresoftware.co.uk

Company Facts

Organization Name

BNTouch Mortgage CRM

Date Founded

2004

Company Location

United States

Company Website

bntouch.com

Categories and Features

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Auto-Responders
Customer Surveys
Drip Campaigns
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Loan Servicing

Loan Processing

Mortgage and Loans

Client Database
Commercial Mortgages
Contact Management
Document Management
Electronic Applications
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Sales Tracking

Not specified

Popular Alternatives

BNTouch Mortgage CRM Reviews & Ratings

BNTouch Mortgage CRM

4.9 out of 5 stars

Popular Alternatives

Shape Software Reviews & Ratings

Shape Software

4.6 out of 5 stars
Mortgage Quest Reviews & Ratings

Mortgage Quest

Market Focus
4.9 out of 5 stars
Captaloans Reviews & Ratings

Captaloans

Interactive Ideas
4.0 out of 5 stars
Cinderblock Reviews & Ratings

Cinderblock

5.0 out of 5 stars