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Find the right plan for your business

Select the features you want, and we’ll recommend the best-fit plan.

Select the features you need

Choose as many as you want. We’ll recommend the lowest plan that includes all of your selected features.

This tool recommends the lowest plan that covers all selected features.
Recommended Plan
Select your features
Choose one or more features from the list, then click the button to see which plan fits best.

Basic Plan

Best for starting with core tools and essential follow-up.

Business Plan

Best for growing teams that need more automation and marketing tools.

Pro Plan

Best for advanced users who want the full feature set.

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Why lower plans don’t fit
Once you select features, we’ll show what lower plans are missing.

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.

Real Estate Surge is an all-in-one system that helps real estate and mortgage professionals get leads, follow up faster, and close more deals without doing everything manually.

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