- Full CRM + client file + CSV import
- Google/Apple Calendar + Contacts
- Documents + antivirus + deletion governance
- Sales Book + commissions
- Dashboards (The Pulse / Central Command)
- Gamification + VIP Onboarding + Legacy/overrides
- Agency Pulse (KPIs, funnel, ranking, alerts)
- AI insights in Agency Pulse
- Multi-role network (lenders/attorneys/TC)
- White-label (branding, domain, public links)
- Active intake forms · 3 formularios Coming soon
- Active workflows/automations · 3 workflows Coming soon
- MLS/IDX + client sharing + tracking
- Storage · 10 GB
- Email campaigns
- WhatsApp campaigns
- Executive PDF reports
- Own SMTP / agency domain
- Virtual phone (number per user)
- Included SMS (per user/month)
- Included voice minutes (per user/month)
- Included WhatsApp conversations (per user/month)
- AI (tokens/month per agency)
- Embedded two-way email
- Webhooks + API keys
- Activity audit
- Support
- Full CRM + client file + CSV import
- Google/Apple Calendar + Contacts
- Documents + antivirus + deletion governance
- Sales Book + commissions
- Dashboards (The Pulse / Central Command)
- Gamification + VIP Onboarding + Legacy/overrides
- Agency Pulse (KPIs, funnel, ranking, alerts)
- AI insights in Agency Pulse
- Multi-role network (lenders/attorneys/TC)
- White-label (branding, domain, public links)
- Active intake forms · 20 formularios Coming soon
- Active workflows/automations · 15 workflows Coming soon
- MLS/IDX + client sharing + tracking
- Storage · 50 GB
- Email campaigns
- WhatsApp campaigns Coming soon
- Executive PDF reports
- Own SMTP / agency domain Coming soon
- Virtual phone (number per user) Coming soon
- Included SMS (per user/month) · 100 sms Coming soon
- Included voice minutes (per user/month) · 100 minutos Coming soon
- Included WhatsApp conversations (per user/month) · 150 conversaciones Coming soon
- AI (tokens/month per agency) · 1000000 tokens
- Embedded two-way email
- Webhooks + API keys
- Activity audit
- Support
- Full CRM + client file + CSV import
- Google/Apple Calendar + Contacts
- Documents + antivirus + deletion governance
- Sales Book + commissions
- Dashboards (The Pulse / Central Command)
- Gamification + VIP Onboarding + Legacy/overrides
- Agency Pulse (KPIs, funnel, ranking, alerts)
- AI insights in Agency Pulse
- Multi-role network (lenders/attorneys/TC)
- White-label (branding, domain, public links)
- Active intake forms Coming soon
- Active workflows/automations Coming soon
- MLS/IDX + client sharing + tracking
- Storage · 200 GB
- Email campaigns
- WhatsApp campaigns Coming soon
- Executive PDF reports
- Own SMTP / agency domain Coming soon
- Virtual phone (number per user) Coming soon
- Included SMS (per user/month) · 200 sms Coming soon
- Included voice minutes (per user/month) · 200 minutos Coming soon
- Included WhatsApp conversations (per user/month) · 300 conversaciones Coming soon
- AI (tokens/month per agency) · 5000000 tokens
- Embedded two-way email Coming soon
- Webhooks + API keys
- Activity audit
- Support
What would your brokerage cost?
Move the slider. The number is all-in: no separate modules, no per-lead charges.
The professionals in your orbit have their own plan.
Each one starts with a 14-day trial and then their own plan — whether they work with one brokerage or several.
A loan pipeline per agency and a loan estimate co-branded with the brokerage brand.
The closing file: documents by role and transaction status, without email chains.
The whole transaction to coordinate: milestones, documents, and who owes what.
Their appointment, their report, and scoped access to the property file. Nothing more.
Switching shouldn't cost you the quarter.
- CSV import of leads and contacts
- FUB, kvCORE, Lofty, and GHL export CSV natively
- Step-by-step guides in Academy
- We import your data for you
- Duplicate validation included
- 1 live training session
- Full data and history migration
- Splits and overrides configuration
- Training for the whole team
What you'd ask before signing.
Because half the value belongs to the brokerage, not the agent: Central Command, the Sales Book, audit, the professional network. Pure per-seat punishes growth — with us, the marginal seat costs $29–49, not $499.
Only active agent seats. The broker is included in the base, and external professionals (lender, title, TC, inspector, appraiser) have their own separate plan: a 14-day trial and then their fee, whether they work with one brokerage or several.
The seat is freed and prorated on your next invoice. And the important part: their leads and conversations stay with the brokerage.
No. Monthly billing with no lock-in (the annual plan is optional, with 2 months free) and $0 setup — you just pick your migration pack.
No. At launch: 14 days on the Professional plan, no card. If you decide not to continue, your account becomes read-only — nothing is deleted.
−30% on the base for the first year, white-glove migration included ($599 value), and a direct line to the team building the platform. There are 5 spots, assigned by conversation, not by signup order.
Got your number? Let’s talk.
The platform opens agency by agency, hand in hand with our team — not through an automated signup. Book a demo and we’ll review your case.