PLUS
Track & Protect
Commission tracking and core reporting for single-office brokerages getting started with data-driven management.
$497/month
Annual: $4,970/yr (save ~$1,000)
White-glove onboarding$997WAIVED
1 template1 office5 users
- Commission tracking dashboard
- 3+ years historical data loaded
- Clawback report
- Discharged loans tracking
- Settlement age report
- Trail run-off report
- Basic reporting suite
Support SLA: 48 hours
PRO
Value & Grow
Full visibility with trail book valuation, forecasting, and multi-office dashboards. Know what your business is worth.
$797/month
Annual: $7,970/yr (save ~$1,600)
White-glove onboarding$1,497WAIVED
3 templates5 offices30 users
- Everything in Plus
- PRO FEATURES
- Trail book valuation
- Share trail valuation (public link)
- Trail forecast
- Trail drop-off report
- Book health report
- Office dashboard
- Multi-entity upload
- Run completion tracking
- RCTI cashflow report
- Customer portfolio report
Support SLA: 24 hours
ENTERPRISE
Scale & Dominate
Unlimited everything with refinance intelligence, acquisition analysis, AI assistant, and a dedicated account manager.
$1,997/month
Annual: $19,970/yr (save ~$4,000)
White-glove onboarding$2,497WAIVED
Unlimited templatesUnlimited officesUnlimited users
- Everything in Pro
- ENTERPRISE FEATURES
- Refinance intelligence
- Acquisition analysis
- Income summary
- Custom reporting
- Entity mapping configuration
- Extended audit logs
- Shared analysis links
- API access
- AI assistant
- Dedicated account manager
- Quarterly business reviews
Support SLA: 8 hours (business day)