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Uplist vs Percy.ai

Lead Gen & Retention head-to-head · axis by axis, same rubric for both

All Lead Gen & Retention head-to-heads →

Uplist
Lead Gen & Retention
3.7
Percy.ai
Cordless Media
2.5
AxisUplistPercy.ai
Production impact 3.6 2.7
Functionality & depth 3.3 2.8
Integrations & ecosystem 2.6 1.8
Adoption & support 4.4 2.7
Return on spend 4.4 2.5
Overall 3.7 2.5

Uplist wins 5 of 5 axes. Same rubric, same weights, no sponsorships.

What the rubric says

Uplist and Percy.ai are both scored in Lead Gen & Retention. Uplist carries an overall of 3.7, Percy.ai an overall of 2.5. The widest gap between them is Return on spend, at 1.9 of a point. That axis measures what the spend returns, which is not the same as being cheap. Uplist takes it, 4.4 to 2.5.

Where the five axes separate

On Return on spend the record favours Uplist, 4.4 against 2.5. On Adoption and support the record favours Uplist, 4.4 against 2.7. On Production impact the record favours Uplist, 3.6 against 2.7.

Pricing posture

Uplist publishes pricing. Its listed model is published subscription: $950 per year, or $1,650 for two years, bought through self serve signup. Percy.ai does not publish pricing. Its listed model is quote only; single user licenses referenced without figures. One of the two can be costed before a sales call, the other cannot.

Deployment and who each one targets

Deployment for Uplist: Cloud, self serve signup. Deployment for Percy.ai: Cloud, contacts loaded by CRM import or CSV upload. Segment focus for Uplist: Individual loan officers and small teams running their own marketing. Segment focus for Percy.ai: Retail and servicing lenders building purchase volume through homeowner and agent relationships. The two entries name different buyers.

What each record credits

Uplist: Published price and self-serve signup: $950 per year, $1,650 for two. Percy.ai: Equity dashboards give officers a contact reason that is not a rate quote.

What each record holds against them

Uplist: No named LOS or CRM integration appears anywhere on the site. Percy.ai: No CRM or LOS is named anywhere; Signals loads contacts by import or CSV.

Which one fits which shop

Best fit for Uplist: An officer who wants refinance watch and a listing flyer without asking corporate for budget. Best fit for Percy.ai: A retail shop that wants past clients engaged with home value and equity content.

The short answer

Uplist finishes ahead on the published rubric, 3.7 to 2.5. The margin comes mostly from Return on spend. Same rubric, same weights, no sponsorships.

Who stands behind this review

MortgageTechReview

This score rests on evidence anyone can check. It also rests on the vendor's own documentation, pricing, integration pages, and ownership records. We do not claim to run every product ourselves. Nobody can. The rubric was published before this review existed. The vendor did not write this, and no vendor can buy a word of it. Every product in this category is weighted the same way.

How this was scored · Who publishes this · Dispute this score · Disclosure

Both tools are scored on the same weighted rubric, production impact carries the most weight. Comparisons are never sponsored. Disclosure →

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