Ferrylend vs. Surefire CRM Comparison


Ferrylend Digital Mundo LLC	Surefire CRM Top of Mind Networks	+	+
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		Related Products Mortgage Automator Mortgage Automator is an all-in-one loan origination and servicing software built for private and hard money lenders across the US and Canada. It streamlines the full loan lifecycle: application, underwriting, document generation, servicing, renewals, and fund management, all in one cloud-based platform. Built for lenders managing residential, commercial, and construction loans, it automates payment tracking, interest calculations, and fund disbursements while instantly generating commitment letters, loan agreements, and discharges. Built-in CRM tools support deal tracking and pipeline management, with branded borrower, broker, and investor portals for secure, real-time statement access. Customizable workflows adapt to loan type and volume, reducing manual work and errors. Integrations with Zapier, QuickBooks, and credit bureaus extend functionality. Hands-on onboarding and responsive support help private lenders scale efficiently and focus on growth. 198 Ratings Visit Website LendingPad LendingPad is a cloud-based loan origination system designed to help mortgage teams operate more efficiently from application to funding. The platform brings together real-time collaboration, automated task routing, borrower document collection, live pipeline visibility, configurable workflows, compliance tools, and scalable editions for credit unions, banks, mortgage lenders, non-delegated lenders, and brokers. LendingPad gives mortgage organizations the technology they need to move loans forward with greater speed and control. Whether teams are looking to simplify origination, reduce manual handoffs, improve visibility, or support growth across lending models, LendingPad delivers a flexible platform built for the way mortgage professionals work today. 302 Ratings Visit Website Bryt Software Bryt Software is a flexible, cloud-based loan servicing platform designed to help lenders automate servicing, reduce manual processes and manage their loan portfolios from one centralized system. Bryt supports configurable loan structures, automated payment allocation, multiple interest accrual methods, late fees, borrower communications, document management, reporting and portfolio monitoring. Optional modules extend the platform with capabilities including ACH payment processing, borrower and investor portals, escrow/impound management, multi-lender and investor servicing, custom reporting, API access and more. Designed for organizations ranging from private and commercial lenders to consumer finance companies, CDFIs, automotive lenders and nonprofits, Bryt combines powerful servicing capabilities with an intuitive interface and modular pricing. Bryt is 100% cloud-based and includes unlimited support. Start a free 30-day trial or schedule a personalized demonstration to see how Bryt can simplify your loan servicing operation. 19 Ratings Visit Website Centrex Software Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. 18 Ratings Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website SBS Asset Finance SBS Asset Finance is a cloud-native, modular platform built for banks, captives, and specialist lenders managing asset-based finance. It supports the full financing lifecycle, from digital onboarding and credit decisioning to loan servicing, portfolio management, risk control, and digital audit. SBS Asset Finance can be deployed end-to-end or module by module, making it easy to modernize legacy systems without a full replacement. The platform automates core processes, improves data visibility in real time, and integrates seamlessly with existing ecosystems through open APIs. Designed for scale and operational control, SBS Asset Finance helps lenders reduce processing costs, manage risk consistently across portfolios, and adapt quickly to new asset classes, markets, and regulatory requirements. Delivered as a SaaS solution with an evergreen upgrade model, it ensures predictable costs, minimal maintenance, and long-term scalability. 3 Ratings Visit Website Everstage Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives. Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth. Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights. Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more. 3,823 Ratings Visit Website PayKings PayKings is a merchant account provider that helps businesses secure payment processing services in industries often rejected by traditional payment processors. The platform offers merchant accounts, payment gateways, and payment processing solutions designed to support businesses with specialized risk profiles. What is a high risk merchant account? A high risk merchant account is a payment processing account for merchants that are classified in a high risk category. They require high risk credit card processing solutions. The PayKings Team can get you approved today for a low to high risk merchant account for B2B, eCommerce, or Retail at reduced rates and fees. Credit repair merchant accounts are essential for companies in the credit repair space. You provide credit solutions to your customers and we’ll take care of the payment processing. Selling any type of merchandise through an ecommerce store has its risks. 105 Ratings Visit Website Act! Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses. 555 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 Ratings Visit Website
About Ferrylend is a browser-based CRM for MCA brokers, ISOs, funders and business-lending teams. It organizes leads, merchants, lender criteria, submissions, offers, funding, commissions and renewals in one pipeline. Teams can import CSV or XLSX leads, collect applications through merchant links and store bank-statement documents. Ferrylend compares deals with saved lender rules, prepares lender-specific submissions, compares offer terms, and tracks commissions, remittances and renewals. AI extracts deposits, balances, NSFs, negative days and existing positions from statement PDFs for review. The system supports merchant cash advances, business loans, lines of credit, SBA, equipment-finance and factoring deals. Users can send submissions through connected Gmail and manage access to sensitive information with encryption, field masking, role-based permissions and audit logs.	About Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience MCA brokers, ISOs, funders, and business loan brokers who place deals with several lenders.	Audience Mortgage lenders and mortgage professionals
Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $69/month/user Core is $69 per user per month and Pro is $99 per user per month, billed monthly. There is no seat minimum. The one-time setup fee is $999 per workspace, waived for workspaces created through December 31, 2026, and data migration from your current CRM is included. AI bank-statement reading is metered by page ($0.05 per page on Core and $0.03 per page on Pro). Pro includes 500 AI lender-reply reads per month. E-signature and Kixie integrations are add-ons; Pro includes one e-signature provider. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.7 / 5 ease 5.0 / 5 features 5.0 / 5 design 4.3 / 5 support 4.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros 1. I liked the updated content the Surefire Top of Mind. New developments and materials have been rolling out about every month as far as content goes. 2. Surefire allows for some integration with other platforms for automation 3. Mostly ready out of the box just need some honing to match your company's processes Flexible platform equipped with features to generate excitement for all levels of use and approaches to technology-enabled marketing. The turnkey creative content, especially for timely news, helps eliminate delays in getting relevant content out to contacts. Customer support is the best I've come across and you're always guaranteed some form of a response to your inquiries on the same day you've submitted a ticket. Ease of automation so the LO can focus on their primary role. Plenty of features to accommodate the majority of users. Fantastic support from Top of Mind. Great content to use or modify to company preferences. Features are constantly improved on while other features are released to keep the CRM current with user and company needs. Cons 1. There is a learning curve. For me it seem a bit longer as the onboarding person did not cover the structure of the platform well. It becomes easy once you figure this out 2. Support responses can be slow at times and no phone number to reach someone. 3. Surefire is not big on reports. Learning the system can be a little overwhelming at first, especially on an individual, loan officer level. Recommend having a team of admins who will be subject matter experts on the system and can troubleshoot as needed. In some areas, the CRM could be more intuitive but Top of Mind continues to improve so this has addressed in most areas.
Training Documentation Supported Webinars Not Supported Live Online Not Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Digital Mundo LLC Founded: 2026 Fort Lauderdale, FL, United States ferrylend.com	Company Information Top of Mind Networks Founded: 2003 United States www.topofmind.com
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Categories Financial CRM Supported	Categories CRM Supported Customer Communications Management Supported Customer Engagement Supported Customer Experience Supported Email Marketing Supported Financial CRM Supported Lead Nurturing Supported Loan Origination Supported Mortgage and Loans Supported Social Media Management Supported Social Media Marketing Supported
	Financial CRM Features Account Alerts Supported Asset Management Supported Expense Tracking Not Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Supported Show More Features CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Customer Communications Management Features Batch Communications Supported Chat / Messaging Not Supported Content Management Supported Email Distribution Supported Interactive Content Supported Multi-Channel Communications Supported On-Demand Communications Supported Personalization Supported Print Management Supported Template Management Supported Video Content Supported Customer Engagement Features Analytics Supported Churn Management Not Supported Communication Management Supported Community Management Not Supported Content Syndication Supported Feedback Collection Supported Gamification Supported Live Chat Supported Video Content Supported Customer Experience Features Action Management Supported Analytics Supported Customer Segmentation Supported Dashboard Supported Feedback Management Supported Knowledge Management Supported Multi-Channel Collection Supported Sentiment Analysis Not Supported Survey Management Supported Text Analysis Not Supported Trend Analysis Not Supported Email Marketing Features A/B Testing Supported Artificial Intelligence Not Supported Auto-Responders Supported CAN SPAM Compliance Supported Customer Surveys Supported Drip Campaigns Supported Dynamic Content Supported Event Triggered Email Supported Image Library Supported Landing Pages/Web Forms Supported Mailing List Management Supported Mobile Optimized Emails Supported Reporting/Analytics Supported Subscriber Management Not Supported Template Management Supported WYSIWYG Email Editor Supported Lead Nurturing Features A/B Testing Supported Campaign Management Supported Drip Campaigns Supported Lead Capture Supported Lead Notifications Supported Lead Scoring Supported Lead Segmentation Supported Performance Metrics Supported Personalization Supported Pipeline Management Supported Loan Origination Features Amortization Schedule Supported Audit Trail Supported Closing Documents Supported Compliance Management Supported Customer Database Supported Digital Signature Not Supported Document Management Supported Fee Management Not Supported Loan Processing Not Supported Online Application Not Supported Mortgage and Loans Features Amortization Schedule Supported Client Database Supported Closing Documents Not Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Not Supported Document Management Supported Electronic Applications Not Supported Government Loans Not Supported Loan Origination Not Supported Loan Servicing Not Supported Pipeline Management Supported Pre-Qualification Not Supported Refinance Management Not Supported Residential Mortgages Not Supported Social Media Management Features Automated Publishing Supported Brand Tracking Supported Content Management Supported Customer Engagement Supported Multi-Account Management Supported Multi-User Collaboration Supported Post Scheduling Supported Reporting/Analytics Supported Social Media Monitoring Supported Social Media Marketing Features Analytics Supported Automated Publishing Supported Contact Management Supported Content Management Supported Conversion Tracking Supported Customer Targeting Supported Keyword Filtering Not Supported Multi-Account Management Supported Post Scheduling Supported
Integrations BoldSign Supported BombBomb Not Supported Calyx Point Not Supported Chat Agents Not Supported Cyclr Not Supported Encompass Not Supported Facebook Not Supported Fiserv Mortgage Director Not Supported Gmail Supported Kixie PowerCall & SMS Supported LendingPad Not Supported LinkedIn Not Supported Microsoft Azure Not Supported Microsoft Exchange Not Supported MonitorBase Not Supported OpenClose Not Supported PandaDoc Supported Salesforce Not Supported SimpleNexus Mortgage Platform Not Supported TrustEngine Not Supported Show More Integrations View All 4 Integrations	Integrations BoldSign Not Supported BombBomb Supported Calyx Point Supported Chat Agents Supported Cyclr Supported Encompass Supported Facebook Supported Fiserv Mortgage Director Supported Gmail Not Supported Kixie PowerCall & SMS Not Supported LendingPad Supported LinkedIn Supported Microsoft Azure Supported Microsoft Exchange Supported MonitorBase Supported OpenClose Supported PandaDoc Not Supported Salesforce Supported SimpleNexus Mortgage Platform Supported TrustEngine Supported Show More Integrations View All 22 Integrations
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