Switch from Surefire CRM to Base

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What Transfers

Transfers automatically

  • Contact names, emails, and phone numbers
  • Addresses
  • Sources
  • Contact types

Must be recreated in Base

  • Marketing automation campaigns
  • Encompass LOS integrations
  • Co-branded content and flyers
  • Drip campaign templates
  • Email engagement history

How to Export from Surefire CRM

  1. 1

    Go to Contact Search Groups

    In Surefire, navigate to the Contact Search Groups section.

  2. 2

    Build a search group

    Create a search group to select the contacts you want to export.

  3. 3

    Export as CSV

    Click Export as CSV to download your contacts.

  4. 4

    Contact support if needed

    If bulk export isn't available in your Surefire version, contact ICE Mortgage Technology support for assistance with exporting your data.

  5. 5

    Import into Base

    In Base, go to Contacts and click Import > Import Contacts. Upload the CSV file.

Column Mapping Cheat Sheet

Base auto-maps most Surefire CRM columns. Here's what maps where:

Surefire CRM ColumnBase Field
First NameFirst Name
Last NameLast Name
EmailEmail
PhonePhone
AddressAddress
CityCity
StateState
ZipZip
SourceSource
Contact TypeContact Type

Column names may vary slightly depending on your Surefire CRM version. Any unrecognized columns can be mapped manually during import.

Tips for Surefire CRM Users

  • Surefire is now part of ICE Mortgage Technology. Online help documentation is limited due to the migration.
  • Many Surefire fields auto-sync from Encompass (LOS) rather than being manually managed, so your export may be more limited than expected.
  • If you can't find the export option, contact ICE Mortgage Technology support directly.
  • Column names are fairly standard and most will auto-map without manual adjustment.

Import Into Base

Quick Import Steps

  1. 1.Go to Contacts and click Import > Import Contacts
  2. 2.Upload your CSV file — Base auto-maps most columns from Surefire CRM
  3. 3.Review the column mapping and fix any mismatches
  4. 4.Preview your data and click Import

After Import: Next Steps

Set up your pipeline

Customize pipeline stages to match your workflow.

Import transaction history

Import past deals to see your complete track record.

Invite your team

Add team members and assign contacts.

Follow the setup checklist

The dashboard checklist guides you through remaining setup.

Ready to switch from Surefire CRM?

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