Best mortgage lead management software

Loan and lead tools for a mortgage broker or lender, compared on what each vendor posts.

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Pipeline with weighted forecast and stage breakdown

Arive ranks first on open pricing, from $49.99 a seat billed yearly. It's the only one of the three with a real, posted rate card, though its two seat types, three tiers and two billing terms take work to read. Surefire and Encompass both need a sales call before you see a number.

The short answer

  • Arive's Core tier is $59.99/month per Originator Seat ($49.99 yearly) plus $24.99/month per Support Seat ($19.99 yearly). Its Pro tier is $79.99/month per Originator Seat and adds Zapier, which Core lacks, per arive.com/pricing.
  • Surefire prices by team size, not a posted rate. It runs from a single broker up to firms of 1,000+ users, with no dollar figure on its site, per topofmind.com/pricing.
  • Encompass's own pricing and product pages (icemortgagetechnology.com, mortgagetech.ice.com) returned an access error on every path we tried. We could not confirm its price, seats or features from the vendor.

Mortgage lead management tools compared

ToolStarting priceSeatsAPI/integrationsBest forNot for
Arive$59.99/mo per Originator Seat (Core, monthly)Two seat types (Originator, Support), priced separatelyZapier on Pro and Non-Del tiers only, not CoreA broker who wants open, self-serve prices with no sales callA team that wants Zapier on the cheapest tier
SurefirePricing on requestGrows with team size; no per-seat price shownNot detailed on the pricing pageA larger firm working out a scoped, firm-wide rolloutA broker that wants a real number without a sales call
EncompassCould not verifyCould not verifyCould not verifyA large lender already weighing major loan systems in a formal reviewA buyer who wants to check claims against the vendor's posted prices

Figures checked on arive.com/pricing and topofmind.com/pricing, September 2026. ICE Mortgage Technology's Encompass pages (icemortgagetechnology.com, mortgagetech.ice.com) returned an access error on every path attempted; its row above reflects only what could not be verified, not an assumption about pricing or features. Jungo is omitted: the domain historically associated with this mortgage CRM now hosts an unrelated company, and no current, verifiable successor page was found.

How the three differ in practice

Arive

Arive is a full loan origination and point-of-sale system. It has a rate engine, support for two underwriting systems (AUS), a portal for realtors and built-in NMLS call reports. Its prices are public, which is rare here. But two seat types, three tiers and two billing terms make a quick budget hard. Not for: a broker who wants one flat per-seat number, not a table to work through.

Surefire

Surefire is sold for the marketing and nurture side of mortgage leads, not as a full loan system. Its price grows with the size of your group, from a solo broker to a firm of over 1,000 users. You get no number until you talk to sales. Not for: a smaller shop that wants a rough number before a sales call.

Encompass

Encompass is well known in mortgage as a major loan system used by large lenders. Its own pricing and product pages would not load for this review, so we make no claim about its cost, seats or features. Not for: a buyer who wants to set Encompass's price against Arive or Surefire today. Public pages don't allow that right now.

How to choose

Choose Arive if you want a full loan system with posted, self-serve prices. Choose Surefire if you're a larger firm focused on marketing and nurture, and you're ready for a quote. Choose Encompass if you're a large lender already running a formal review of major loan systems.

Disclosure: SalesCrew is our product. Choose SalesCrew for the marketing and referral pipeline that feeds a loan officer before a file exists, with unlimited seats on every tier. It sits next to the loan tool you pick, which keeps origination, underwriting and NMLS call reports.

Questions

What's the real cost of Arive, given its pricing looks complicated?
Arive prices two seat types, Originator and Support, across three tiers and two billing terms. That makes 12 numbers on one pricing page. Its Core tier starts at $59.99/month per Originator Seat ($49.99 billed yearly) plus $24.99/month per Support Seat, per arive.com/pricing.
Why isn't Jungo included in this comparison?
The domain once linked to Jungo, a mortgage CRM built on Salesforce, now hosts a fleet-safety company. The site says nothing about mortgages, Salesforce or CRM software. We won't guess at a rebrand, so Jungo stays out until we can confirm its status.
Can I see Encompass's pricing anywhere?
Not from its own site. ICE Mortgage Technology's Encompass pages returned an access error on every path we tried. So we could not confirm any price, seat model or feature from the vendor. Encompass is still well known as a major loan origination system.
How does Surefire price its software?
By team size, not a flat per-seat rate. Its site says pricing depends 'mainly on the size of the group that will be using the software.' It runs from a single broker up to firms with 1,000 or more users, and it posts no dollar figure.