Simple, Transparent Pricing

Plans That Scale
With Your Business

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Solo Broker

Perfect for independent mortgage brokers

$99/month
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  • Full CRM & Pipeline Management
  • Open Banking Integration (Akahu)
  • 20 KYC/AML checks per month
  • AI-powered document summaries
  • Client Portal
  • Email & SMS automation
  • Post-settlement nurturing
  • 30-day audit log retention
  • Standard support
MOST POPULAR

Team

For growing brokerages (up to 5 users)

$399/month
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  • Everything in Solo Broker
  • Shared pipeline & collaboration
  • 100 KYC/AML checks per month
  • Advanced AI analytics
  • Team performance dashboards
  • 90-day audit log retention
  • Priority support
  • Custom workflows
  • API access (basic)

Enterprise

Custom solutions for large brokerages

Custom
Contact Sales
  • Everything in Team
  • Unlimited users
  • Unlimited KYC/AML checks
  • 180-day audit log retention
  • Volume pricing discounts
  • White-label options
  • Full API access
  • Dedicated account manager
  • Custom integrations

Frequently Asked Questions

Can I change plans later?

Yes, you can upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle.

What happens after my free trial?

After 30 days, you'll be prompted to choose a paid plan. No credit card required during the trial.

Are there setup fees?

No setup fees for any plan. Enterprise customers receive free onboarding and training.

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