Surefire alternatives for mortgage lenders

ICE is folding Encompass CRM into Surefire, which means the vendor that runs your LOS now owns your marketing database too. If that concentration worries you, these are the alternatives.

Updated Jul 10, 2026 EyeSpy Technology

What changed

Surefire began life at Top of Mind Networks, which Black Knight acquired in 2021. When ICE bought Black Knight in 2023, Surefire came with it. In January 2025, ICE began sunsetting its legacy Encompass CRM and migrating those customers onto Surefire, by self-service package or through ICE professional services at standard rates.

The practical result: lenders who bought a CRM from their LOS vendor are being moved to a different CRM on the vendor's schedule. For many, it is the first forced migration. The pattern is worth noticing, because ICE has also set a hard sunset for the Encompass SDK on December 31, 2026, with transitional access fees after that.

Why lenders are evaluating alternatives now

Concentration. LOS, CRM, and pipeline data under one vendor means renewal negotiations happen with a counterparty that already holds everything.
Forced timing. The migration effort is being spent either way. Moving to Surefire costs a migration; moving anywhere else costs the same migration.
Recurring per-seat cost. CRM seats are rent, and rent gets repriced.

The alternatives

Total Expert

The enterprise choice: deep marketing automation, compliance workflows, and journeys, priced per seat and quoted per organization. Strong for large lenders with dedicated marketing operations teams, and sized accordingly in cost and implementation effort.

BNTouch

A mortgage-specific CRM with published per-seat pricing and fast setup, popular with brokers and small retail teams. It keeps the CRM decision independent of your LOS vendor, at the cost of maintaining one more integration.

Shape

A per-seat CRM that blends sales pipeline, marketing, and some point-of-sale features. A pragmatic middle option for teams that want CRM and lead management in one tool.

Jungo

Salesforce with a mortgage layer. You get Salesforce power and the Salesforce tax: per-seat licensing on top of the app, and admin skills to run it well.

SpyGlass

SpyGlass treats CRM as one part of a platform rather than a separate rental. The CRM, borrower application, borrower portal, marketing automation, and website CMS ship together, wrapped around your Encompass instance with SSO and two-way pipeline sync. You license it once at a quoted fixed price, receive the source code, and run it in your own Azure tenant. It is a new platform from a small independent firm, currently onboarding founding customers. If the lesson of the Surefire migration is that rented tools move under you, the answer is to own the next one.

Side by side

The structural comparison.

Verify current pricing directly with each vendor; most quote per organization.

SpyGlass, Surefire, Total Expert, and BNTouch compared on structure
Feature	SpyGlass	Surefire	Total Expert	BNTouch
Pricing model	One-time license, quoted fixed	Per-seat SaaS, quoted	Per-seat SaaS, quoted	Published per-seat tiers
Who owns the vendor	EyeSpy Technology, independent	ICE, your LOS vendor	Independent	Independent
Scope	CRM plus POS, borrower portal, marketing, site CMS	Marketing automation and CRM	Enterprise CRM and marketing	Mortgage CRM and marketing
Encompass relationship	Wraps it: SSO, two-way sync, eFolder	Native, same vendor	Integrates	Integrates
Hosting and data	Your Azure tenant	Vendor cloud	Vendor cloud	Vendor cloud
If you leave	Keep platform, code, and data	Export your data	Export your data	Export your data

Questions

Surefire alternatives FAQ.

Do we have to leave Encompass CRM?

Staying is not on the menu long term. ICE began migrating Encompass CRM customers to Surefire in January 2025, by self-service package or paid professional services. The question is not whether you migrate but where you migrate to, and this is the rare moment where every option costs the same migration effort.

Is Surefire a bad CRM?

No. Surefire is a capable, mortgage-specific marketing platform. The concern on this page is structural: after the migration, your LOS, your CRM, and your pipeline data all sit with one vendor that sets prices at renewal and can retire products on its own schedule.

Can SpyGlass import our existing CRM data?

Standard contact, deal, and activity exports migrate during the fixed-scope implementation. The scoping call covers your current CRM, the export formats available, and exactly what carries over, before you see a quote.

One migration, then own the destination.

If you have to move your CRM anyway, see what it looks like to land on a platform you own. A 30 minute walkthrough, then a fixed-scope proposal.

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