Surefire CRM Comparison - Shape Software - Automate your business!

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See why our customers feel Shape is the better overall mortgage CRM.

Compare Surefire Top of Mind vs. Shape

Features

Minimum User Commitment

The right product shouldn’t lock you in with contracts, it should lock you in with satisfaction. Month to month contracts allow you to increase or decrease users and cancel contracts according to your needs. Why should you, or anyone in your organization, pay for something you don’t want, need, or that doesn’t work for you?

$99

Shape has month to month contracts available to suit your business’ needs. This price include phone functionality.

$1800

Surefire only provides annual contracts so for a single user charged at $150/user on an annual contract, the minimum user commitment available with Surefire is $1,800. This price does not include phone functionality.

Minimum User Commitment (w/Phone)

If the phone feature is added (all mortgage brokers should use an integrated phone), Surefire charges an additional $49/month to use the feature while Shape has a phone system with over 30 features (intelligent call routing, barge/whisper, HUD, full IVR, etc.) that Surefire does not have, and it is still less expensive than Surefire’s phone, which does not have those features. Our motto stays the same: the right product shouldn’t lock you in with contracts, it should lock you in with satisfaction.

$99

Still just $99.

$2,388

Surefire only provides annual contracts so for a single user charged at $150/user + $49/user on an annual contract, the minimum user commitment available with Surefire is $2,388.

Cost Per Phone Minute

Shape’s dialer has over 30 features (intelligent call routing, barge/whisper, HUD, full IVR, etc.) and is less expensive than Surefire’s phone, which does not have those features.

$.03

All minutes are a simple and transparent $.03 per minute.

$.033 ($.04 for addtl.)

Surefire charges $49/month to activate/use their phone and it comes with 1,500 minutes (~$.033/minute). They charge $.04 for each additional minute.

CRM + Phone (Direct Comparison)

The additional $49/month that Surefire charges comes with 1,500 minutes. Shape charges a simple and transparent $.03/minute so if you used exactly 1,500 minutes that’s an additional $45/mo.

$144

$99/user + 1,500 dialer minutes.

$199

Surefire charges $150/user per month for the CRM + $49/user per month for the phone.

Cost Per Text

Both systems charge a per text fee. Surefire’s starting price per text is over 3X the price per text that Shape charges.

$.02/text

All texts are always just $.02 per text.

$.06/text

Surefire has a tiered pricing system for texts. The starting price is $.06/text up to 100,000 texts, then it’s: $.055/text: ~100-200k texts $.050/text: ~200-300k texts $.045/text: ~300k+ texts

CRM + Phone + Text Usage

To properly compare the two systems we have shown the all-in monthly pricing for a system with phone and texting capabilities, and phone minutes/texting usage for an average loan officer or broker closing 5-10 loans per month with Shape.

$251

$99/user + 40 hours of phone and 4,000 texts.

$475

$150/user + $49 for phone activation (includes 25 hours of phone) + 15 hours of addtl. phone + 4,000 texts ($240!).

ShapeIQ (A.I. Lead Scoring)

Instantly analyze 700+ data points to contact only the leads with the best chance of closing. Benefits of ShapeIQ: -Prioritize contacting leads with only the highest expected value (probability of closing x loan amount) -Increase conversion % -Increase monthly closed loan volume -Reduce time spent on leads that won’t close

ShapeIQ uses data from over $10 billion of closed loans, 15+ years of data, and your business data (which users have highest close %, what types of loans do you close best etc.) to maximize your team’s productivity.

Surefire does not have ShapeIQ or any A.I. based lead scoring.

Online Advertising

If you can’t generate leads, all the websites, landing pages, and marketing materials in the world won’t help you close deals. Online targeted advertising allows you to show ads specifically to records in your system or based on certain traits. Click through rates for these ads can be 10x higher than normal display ads, and pairing retargeting ads with Shape e-mail campaigns can boost chances for a sale by over 50%.

Shape allows you to show ads directly to people (leads, accounts, records, etc.) in your Shape account.

Surefire does not have the ability to run display ads or facebook or google advertising from within their system.

Client Portal

A native client portal or POS, is vital to a mortgage broker, and is one that does not have to be integrated or setup with a third party or additional software. A native POS provides your client’s a way to securely apply and submit personal information (financials, social security etc.) along with closing documents (drivers license, bank statements, etc.)

Shape’s client portal (POS) allows you to customize your needs list with information and documentation you require to close a deal and also remarket any uncompleted applications.

Surefire does not have its own client portal or POS and this must be purchased from a separate company, typically at a cost of $79 or more per month.

Intelligent Call Routing

When a lead dials your company, being able to intelligently program call routing can boost conversions over 50%. Choose from ring-all (rings all users), roundrobin (rings users in an order), or groups (build intelligent groups i.e. departments etc.). Or select top performing users to receive calls based on rules you set.

Enterprise level intelligent call routing and IVR functionality available with Shape.

Not available with Surefire.

Call Recording

Call recording is important so that you can track and evaluate communications. Instantly record and easily listen to live or past phone calls to refer to specific factual information, and use them for training, quality assurance, and compliance purposes.

Shape’s enterprise phone system can record all calls and store them.

Surefire CRM does not have the ability to record calls.

Price(per user, per month)

$99

$1800

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