All the right tools. None of the extra noise.

The tools you need to work smarter and close more deals.

AI & Communication

Stay connected without the busywork

Keep leads engaged with AI calling, smart follow-up, and fast communication tools built to help you move conversations forward.

  • AI Calling & Conversation Tracking
  • 2-Way Text & Email Conversations
  • Missed Call Text Back
  • SMS & Email Templates
  • Email Marketing
AI and follow-up tools
Lead Management

Organize every contact and every deal

Track your leads from first touch to closing with a clean system built to help you stay organized and take action faster.

  • CRM
  • Pipelines & Opportunities
  • Smart Tagging
  • Tasks
  • Contacts Management
CRM and pipeline tools
Scheduling

Make scheduling simple for you and your leads

Let clients book time, keep your calendar synced, and reduce no-shows with reminders that run automatically.

  • Calendar Booking
  • Appointment Reminders
  • Booking Pages
  • Calendar Sync
  • Availability Rules
Calendar and scheduling tools
Lead Capture

Turn traffic into real opportunities

Capture leads through pages, forms, surveys, and chat tools designed to help you convert more visitors into conversations.

  • Funnels
  • Websites
  • Form Builder
  • Survey Builder
  • Web Chat
  • Trigger Links
  • QR Codes
Lead capture tools
Workflows

Put your follow-up and systems on autopilot

Build custom workflows that save time, reduce missed steps, and keep your business moving without manual work.

  • Workflows
  • Triggers
  • Campaigns
  • Custom Automations
  • Text to Pay
Automation tools
Insights & Growth

See what’s working and keep improving

Track performance across your campaigns, conversations, and lead sources so you can make smarter decisions with confidence.

  • All Reporting
  • Analytics Dashboard
  • Reputation Management
  • Social Planner
  • Blogs
Reporting tools
SOCIAL MEDIA AUTOMATION

Grow faster with a smarter social media calendar

Keep your real estate or mortgage brand active across multiple platforms. Plan content, stay visible, and post consistently without doing everything by hand.

Save time by scheduling posts
Keep your audience engaged with scheduled content, listing highlights, mortgage tips, testimonials, homebuyer education, and local market updates.
Facebook
Instagram
LinkedIn
YouTube
TikTok
Pinterest
GBP
X
Facebook
Instagram
LinkedIn
YouTube
TikTok
Pinterest
GBP
X
Luxury living room
Need to post later? Schedule property content
Need ideas? Create lender & realtor posts
Posting on multiple platforms? Publish across platforms
Home exterior

Bulk Scheduling

Upload and schedule listing posts, open house updates, and market content all at once.

Modern kitchen

Evergreen Queue

Keep your feed active with timeless homebuyer tips, mortgage education, and seller content.

Modern home

Recurring Posts

Repeat top-performing content automatically to stay visible and consistent in your market.

Mortgage and home

Content Planner

Plan posts around listings, closings, local updates, home tips, and mortgage campaigns.

New
Social Media

Never Stress About What to Post Again

Get a ready-to-use social media calendar made for real estate and mortgage professionals, with content designed to keep your brand active, polished, and consistent every month.

Full Month of Content

Fresh content ready for posting each month.

Premium Graphics

Branded visuals that look clean and professional.

Engaging Posts

Content built to grab attention and spark interaction.

Stories & Reels

Short-form content to help you stay relevant and visible.

Updated Monthly

New content added regularly so your feed stays current.

Canva Customizable

Edit, personalize, and make each post your own.

HOW IT WORKS

Simple, Ready-to-Use Content Every Month

Each month, you get a complete content calendar designed to help you stay consistent without spending hours planning.

01

Ready-to-Download Design

Each post comes with a polished visual sized for social platforms.

02

Caption Copy Included

Use the done-for-you caption or edit it to fit your voice.

03

Suggested Hashtags

Helpful hashtags are included when they make sense for the post.

04

Post As-Is or Personalize

Keep it simple or customize it in Canva before posting.

You can personalize it — or post it exactly as-is.

No more wondering what to post.

WHY REAL ESTATE SURGE

Key Features That Help You Work Smarter

Powerful tools built for real estate and mortgage teams to save time, stay organized, and turn more leads into conversations, appointments, and closed deals.

AI Calling & Conversations

Handle inbound and outbound calls with AI support, better follow-up, and smarter conversation tracking.

Seamless Scheduling

Let leads and clients book faster with built-in calendar tools that keep everyone on the same page.

Webinar Integration

Schedule and manage webinars or live events with automated reminders and follow-up actions.

Automated Direct Mailing

Send branded postcards and mail at scale without doing the work by hand.

Smart Social Media Management

Create and schedule content across platforms to keep your brand active and visible.

Geo Farming & Tagging

Find nearby leads, organize areas, and uncover more local opportunities with less effort.

Custom Automations

Build workflows around your business so tasks happen automatically and nothing slips through.

Built for Real Estate & Mortgage

One system for follow-up, scheduling, events, marketing, and automation—made for your industry.

Frequently asked questions

Real Estate Surge is an all-in-one platform built for real estate agents and mortgage professionals. It helps you manage leads, automate follow-up, track conversations, organize deals, and run your business from one place.

Real Estate Surge is designed for real estate agents, loan officers, mortgage teams, and growing businesses that want a simpler way to manage leads, communication, marketing, and daily operations.

Real Estate Surge includes a wide range of tools to help you work smarter and stay organized, including:

  • CRM and contact management
  • Pipelines and opportunity tracking
  • Automated email and text follow-up
  • AI calling and conversation tracking
  • Calendar booking and reminders
  • Funnels, forms, surveys, and websites
  • Email and SMS templates
  • Reporting and analytics
  • Review and reputation tools
  • Workflow automation

Real Estate Surge helps you stay consistent with every lead. It keeps your follow-up organized, automates repetitive tasks, gives you visibility into your pipeline, and helps you move leads from first contact to closed deal more efficiently.

Yes. You can automate texts, emails, reminders, lead routing, reactivation campaigns, and more. This helps you stay in front of leads without having to manually send every message yourself.

Yes. Real Estate Surge supports AI calling features that can help with lead follow-up, conversation tracking, and identifying next steps based on call outcomes. This can help your team respond faster and stay more consistent.

Yes. You can manage your pipeline with custom stages, track deal value, view lead activity, and keep a clear picture of where every opportunity stands.

Yes. Real Estate Surge gives you tools to build landing pages, forms, surveys, websites, and funnels so you can capture leads and send them directly into your follow-up system.

Yes. You can let leads book appointments online, manage your calendar, and send automatic reminders to reduce no-shows and keep your schedule organized.

Yes. You can send one-time campaigns or automated sequences through email and SMS. You can also save templates to make future outreach faster and more consistent.

Yes. You can track lead activity, campaign performance, pipeline movement, and other key numbers so you can see what is working and make better business decisions.

Yes. You can customize fields, pipelines, workflows, tags, and automations to fit the way your business operates.

Yes. It is built to be simple and practical, so you can get started quickly without feeling overwhelmed.

Yes. You can access your account from any device with an internet connection, which makes it easy to manage your business from the office or on the go.

Yes. Real Estate Surge can work alongside many common business tools, including calendars, email services, forms, and other apps used in real estate and mortgage workflows.

Yes. Support is available to help with setup, questions, troubleshooting, and guidance so you can get the most out of the platform.

Getting started is simple. Once your account is set up, you can import contacts, build your pipeline, connect your calendar, and start launching your first campaigns and automations.

Transform Your Business with Real Estate Surge

Are you struggling to keep track of customer interactions? Is your sales team missing out on valuable opportunities? It’s time to revolutionize the way you manage customer relationships with Real Estate Surge

PRICING

Choose Your Plan

Basic PLAN

$99/m

AI-powered conversation scheduling

  • White Label Calendar

  • Membership/Classes portal

  • Course for coaching or training

  • CRM with hundreds of Real estate Campaigns built in.

  • Email

  • Voice

  • Text

  • AI Messaging

  • Landing Pages

  • Basic support integration

  • Standard automation tools

  • Direct mailing setup

  • Access to community resources

No contracts - cancel anytime

PRO PLAN

$199/m

All Basic Features

  • Access to live training zooms

  • Automated Mailing of Postcards

  • Automated and Branded Gifting [Need to pay for gifts]

  • Unlimited Post Cards just pay postage to mail

  • Print on demand

  • Unlimited mailing lists & contacts

  • Dynamic QR Code Generation &

    Tracking

No contracts - cancel anytime

Premium Plan

$499/m

All PRO Features

  • Dedicated Account Manager

  • Automated Mailing of Postcards

  • Automated Gifting [Need to pay for gifts]

  • Unlimited Post Cards just pay postage to mail

  • Print on demand

  • Unlimited mailing lists & contacts

  • Social Media AI

  • 1 AI Caller Agents w/ 600 minutes

No contracts - cancel anytime

GOLD Plan

$750/m

All Premium Features

  • 1500 leads a month and Add Management for geo farming.

No contracts - cancel anytime

Virtual Assistant Leasing

Real Estate Surge has spent the past 5 years hiring and training Virtual Assistance and has access to train Va's in various positions that we have spent the last few years training. This saves you the hassle of interviewing and managing and overseeing your virtual assistant by lease from Surge.

  • They specialize in

  • Digital Marketing

  • CRM Management

  • Social Media Manager

  • Transaction Coordinator

  • Loan Assistant

  • Personal Assistant

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