Surefire AI lead follow-up

Surefire sends the content. Someone has to answer the reply.

Quick answer: LoanWick is an AI texting assistant for loan officers. The Surefire connection is still being built, so nothing texts your Surefire leads yet. Sign up now for a free 60-day LoanWick texting trial while it is set up, subject to the review terms on this page. Bonzo is the only live connection today.

Surefire, from ICE Mortgage Technology, is known for marketing automation: a large content library, milestone campaigns and post-close outreach. Good content gets replies. A past client answers a rate email, or a new lead texts back after a video. LoanWick is an AI texting assistant built to answer those replies. Its Surefire connection is in progress and not live yet.

LoanWick is an independent product. It is not made, sponsored, endorsed by or affiliated with Surefire or ICE Mortgage Technology. The Surefire or ICE Mortgage Technology connection is in progress and is not live yet.

Content creates conversations you have to finish

ICE describes Surefire as automating borrower outreach across email, text, video, social and print, with rule-based workflows triggered from LOS data or lead portals, and tasks that remind the loan officer to follow up. Those tasks still wait for you.

A reminder is not a reply. When a past client writes back “what would my payment be now?” at 8 PM, the next useful step is a quick, personal answer and an offer to talk. That is the job LoanWick is built for: the two-way conversation after marketing does its work.

Respect central marketing and compliance

Many Surefire lenders run centralized marketing with approved content. An assistant that writes its own texts needs the same discipline. The planned setup keeps LoanWick’s replies short and conversational, hands rate, pricing and approval questions to the loan officer, and follows the instructions your company sets for every officer.

Expect your marketing or compliance team to review the assistant’s instructions and test conversations before activation. That review is part of setup, not a delay.

How it will work with Surefire (in progress)

How it will work with Surefire (in progress)
MomentPlanned assistant actionBoundary
Reply to a campaignAnswer the borrower’s question and offer a callNever invents rates or approval
Quiet leadOne or two follow-ups in approved stagesWithin sending limits and texting hours
Ready to talkShare your availability and booking linkOutcome recorded for your team
STOP or you step inAssistant stops textingOpt-outs end assistant texts

Status: the Surefire connection is not fully built. Nothing here describes a live feature.

Free 60-day trial for Surefire users

Sign up for the Surefire version and you get a free 60-day trial while the connection is set up. Your Surefire content and campaigns stay as they are. Test LoanWick’s replies now with fictional leads in the browser demo. No real texts go out until setup is tested and activation is approved. Texts stay inside the lead’s local window within the federal 8 AM–9 PM limit and supported state rules. Texting is the core product.

Free 60-day trial while the connection is set up. Trials are subject to review and aren’t guaranteed for loan officers with more than 500 leads per month, though we may still choose to honor them. The trial includes LoanWick texting, not voice; voice trials may be available on request.

Questions before you choose

Surefire AI lead follow-up: common questions.

Does LoanWick integrate with Surefire?
Not yet. The Surefire connection is in progress. LoanWick works with Bonzo today. Surefire users who sign up get a free 60-day trial while it is set up.
What are the terms of the free 60-day Surefire trial?
Free 60-day trial while the connection is set up. Trials are subject to review and aren’t guaranteed for loan officers with more than 500 leads per month, though we may still choose to honor them. The trial includes LoanWick texting, not voice; voice trials may be available on request.
Does LoanWick replace Surefire’s content or campaigns?
No. Surefire keeps sending your marketing. LoanWick is meant to answer the text replies that marketing produces.
Will my compliance team be able to review it?
Yes. Plan for your team to review the assistant’s instructions and fictional test conversations before any live texting.
Can it answer a past client asking about rates?
It can acknowledge the question and offer a call, but rate and pricing answers stay with the loan officer.

Sources and review scope

First-party descriptions checked October 11, 2026. Capabilities, prices, and availability can change. Confirm required workflows directly with each provider.

Test the conversation before you activate outreach.