Integra EPIC vs. Surefire CRM Comparison


Integra EPIC Integra Software Systems	Surefire CRM Top of Mind Networks	+	+
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		Related Products LendingPad LendingPad is a cloud-native, enterprise loan origination system (LOS) built to modernize mortgage lending for lenders, brokers, bankers and credit unions. Designed by mortgage professionals, the platform emphasizes speed, clarity and ease of use — helping teams close loans faster while delivering a superior borrower experience. The platform centralizes workflows, automates routine tasks and ensures compliance through a scalable, API-driven architecture. By reducing bottlenecks and simplifying task execution, LendingPad enables mortgage professionals to focus less on process management and more on serving borrowers. Its flexibility allows organizations of all sizes to adapt quickly to changing market conditions, regulatory requirements and evolving business models. 302 Ratings Visit Website Mortgage Automator Mortgage Automator is the most advanced end-to-end loan origination and servicing software tailored for North American private lenders. Our versatile platform excels in managing residential, commercial, and construction loans, streamlining processes such as document generation, compliance reports, ACH/PAD payments, monthly statements & so much more. With our comprehensive loan origination suite, lenders can receive leads and loan requests via a Borrower Portal, build a robust sales pipeline, easily manage tasks and communications, and more efficiently manage their lending operations. Our platform also includes robust loan servicing features, investor relations tools, and comprehensive accounting and reporting capabilities, all backed by top-tier training and customer support. Intuitive automation capabilities and seamless integrations allow you to enhance workflows, saving you invaluable time and allowing your team to focus on growth. 189 Ratings Visit Website Axe Credit Portal Founded in 2004, Axe Finance is a global market-leading software provider focused on credit risk automation for lenders looking to offer an efficient, competitive, and seamless omnichannel financing journey. Axe Finance developed Axe Credit Portal – ACP – a future-proof, AI-driven solution that automates the loan process from KYC to servicing, including scoring, automatic decisioning, limit management, and collateral management. 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From digital and open banking to deposits, payments, lending, and compliance, our platform enables financial institutions across EMEA to stay ahead of the curve. Trusted by top-tier banks, SBS Banking Platform is recognized by industry leaders, including Gartner, Forrester, NelsonHall, and IBS, for its transformative impact. Recent recognition by Omdia for digital banking, Chartis for regulatory reporting, and NelsonHall for Cloud, SaaS & BPaaS underscores our commitment to excellence. 29 Ratings Visit Website Bryt Software Bryt Software streamlines your Loan Servicing process. From automated payment processing to seamless borrower communication, we simplify your operation, reduce errors, and improve efficiency. Bryt is feature rich, but intuitive and easy to use. Simple, but powerful. Every inch of Bryt is engineered to make your job easier. Our 30 MINUTE IMPLEMENTATION is so intuitive that you can be up and running in no time with little or no support. Most of our customers are able to self-implement the system, with no implementation fees. But if you need support… we offer free, unlimited support that will amaze you! We are 100% cloud-based using the latest AZURE technology. We believe in providing our customers with fair and honest pricing. Our fees are based on your number of users and the features that you need. We don't force you into a long-term contract… we know you will love our product and our service. 19 Ratings Visit Website LoanPro LoanPro is a core lending software that specializes in the servicing of loans. It powers financial innovation by giving users the tech they need to bring their lending innovations to life. Built on its own API, LoanPro unites with its user's existing software, while encouraging the use of powerful integrations and unifying all aspects of the loan lifecycle in a single source of truth. 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Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. 18 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. 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Start growing your revenue with Shape's suite of services today. 134 Ratings Visit Website MeridianLink Opening MeridianLink® Opening is a digital account opening solution that helps financial institutions simplify onboarding and grow deposits across checking, savings, CDs, and more. The platform combines mobile‑first design, automated workflows, fraud protection, and real‑time decisioning to reduce friction and increase conversions. Features include adaptive forms, save‑and‑resume applications, automated identity verification, instant decisions, immediate funding, and built‑in compliance controls for BO, CIP, KYC, AML, and OFAC. Seamless core integration, in‑application cross‑sell, automated document handling, and ready‑to‑use accounts help institutions reduce operational effort, control risk, and deliver fast, secure, paperless onboarding experiences. 21 Ratings Visit Website
About Integra’s LOS software offers a wide range of features that help to streamline the lending process like never before. The Integra team has worked to create a product that covers Mortgage, Consumer, and Commercial lending all in one. Having a brilliant, easy-to-use, and easy-to-implement product is not our only company value. We have worked to create close & communicative relationships with each of our clients through our Client Advocate Program. Integra truly views each of our clients as part of our community and we are excited to welcome you today! A complete browser-based solution providing all channels of Origination for your mortgage operation. EPIC LOS covers all channels in the mortgage industry including retail, wholesale, and correspondent, combining over 25 years of lending technology experience. Innovation, ease of use, automation and industry-leading compliance standards are just some of the reasons lenders choose Integra's EPIC solution.	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 Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Mortgage lenders, consumer lenders, and commercial lenders seeking a tool to improve their operations	Audience Mortgage lenders and mortgage professionals
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
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
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Integra Software Systems Founded: 1996 United States integraloantech.com/epic-mortgage/	Company Information Top of Mind Networks Founded: 2003 United States www.topofmind.com
Alternatives integraRental integraSoft	Alternatives Shape Software
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TurnKey Lender	Jungo Mortgage CRM Jungo
Mortgage+Care Consulting Plus	Unify CRM Unify
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Categories Commercial Loan Loan Origination Mortgage and Loans	Categories CRM Customer Communications Management Customer Engagement Customer Experience Email Marketing Financial CRM Lead Nurturing Loan Origination Mortgage and Loans Social Media Management Social Media Marketing
Loan Origination Features Amortization Schedule Audit Trail Closing Documents Compliance Management Customer Database Digital Signature Document Management Fee Management Loan Processing Online Application Show More Features Commercial Loan Features Asset Management Audit Trail Complex Debt Structures Dashboard Document Management Exposure Management Lead Management Pipeline Management Risk Management Trend Analysis	Loan Origination Features Amortization Schedule Audit Trail Closing Documents Compliance Management Customer Database Digital Signature Document Management Fee Management Loan Processing Online Application Mortgage and Loans Features Amortization Schedule Client Database Closing Documents Commercial Mortgages Contact Management Credit Reporting Customer Statements Document Management Electronic Applications Government Loans Loan Origination Loan Servicing Pipeline Management Pre-Qualification Refinance Management Residential Mortgages Show More Features CRM Features 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 Customer Communications Management Features Batch Communications Chat / Messaging Content Management Email Distribution Interactive Content Multi-Channel Communications On-Demand Communications Personalization Print Management Template Management Video Content Customer Engagement Features Analytics Churn Management Communication Management Community Management Content Syndication Feedback Collection Gamification Live Chat Video Content Customer Experience Features Action Management Analytics Customer Segmentation Dashboard Feedback Management Knowledge Management Multi-Channel Collection Sentiment Analysis Survey Management Text Analysis Trend Analysis Email Marketing Features A/B Testing Artificial Intelligence Auto-Responders CAN SPAM Compliance Customer Surveys Drip Campaigns Dynamic Content Event Triggered Email Image Library Landing Pages/Web Forms Mailing List Management Mobile Optimized Emails Reporting/Analytics Subscriber Management Template Management WYSIWYG Email Editor Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Lead Nurturing Features A/B Testing Campaign Management Drip Campaigns Lead Capture Lead Notifications Lead Scoring Lead Segmentation Performance Metrics Personalization Pipeline Management Social Media Management Features Automated Publishing Brand Tracking Content Management Customer Engagement Multi-Account Management Multi-User Collaboration Post Scheduling Reporting/Analytics Social Media Monitoring Social Media Marketing Features Analytics Automated Publishing Contact Management Content Management Conversion Tracking Customer Targeting Keyword Filtering Multi-Account Management Post Scheduling
Integrations BeSmartee Blend BombBomb BytePro Calyx Point Chat Agents Encompass Facebook Fiserv Mortgage Director LendingPad LinkedIn Microsoft Azure Microsoft Exchange MonitorBase OpenClose Salesforce SimpleNexus Mortgage Platform TrustEngine Wufoo Zapier Show More Integrations	Integrations BeSmartee Blend BombBomb BytePro Calyx Point Chat Agents Encompass Facebook Fiserv Mortgage Director LendingPad LinkedIn Microsoft Azure Microsoft Exchange MonitorBase OpenClose Salesforce SimpleNexus Mortgage Platform TrustEngine Wufoo Zapier Show More Integrations View All 22 Integrations
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