For individual originators building a consistent operating rhythm
Essentials
$129per producing user / month
$1,392 per seat annually
- ✓ Daily production system
- ✓ Mortgage CRM and deal pipeline
- ✓ 1,000 connected emails
- ✓ 25 AI requests
- ✓ 2 GB storage
Straightforward plans. Controlled usage.
Choose the operating system your production needs.
Every plan is built around producing seats. Non-producing manager, administrator, and support users are free; billable production actions require a producing classification.
For producing loan officers ready for the complete system
Professional
$199per producing user / month
$2,148 per seat annually
- ✓ Everything in Essentials
- ✓ 750 voice minutes + 500 SMS segments
- ✓ 750 recording and transcription minutes
- ✓ 50 call analyses + 250 AI requests
- ✓ 10 GB storage · 90-day retention
For producing teams and branches with 3+ originators
Team
$299company / month + $179 per producing seat
10% annual discount · $750 implementation
- ✓ Everything in Professional
- ✓ Manager coaching and meeting prep
- ✓ Team performance visibility
- ✓ Shared campaign resources
- ✓ Free non-producing manager, admin, and support users
For mortgage companies requiring a tailored deployment
Enterprise
$1,500monthly floor · 10-user minimum
Annual contract · implementation from $2,500
- ✓ Everything in Team
- ✓ Secure company workspaces
- ✓ Company-level administration
- ✓ Integration planning
- ✓ Custom seat and deployment quote
Usage protection
No surprise overages.
We alert your team at 75% and 90% of an included allowance. Usage pauses at 100% unless you add a prepaid pack—there are no automatic overage charges.
+500 voice minutes · $25+500 SMS segments · $25+250 AI requests · $15
Optional capabilities
Add what your team needs.
Expand communications, intelligence, knowledge, or branding without moving the entire company to a different plan.
Communications Pack$79 / producing seat / month
OOS AI Pack$49 / producing seat / month
Call Intelligence$39 / producing seat / month
Platform Email$29 / company / month
Advanced Knowledge$199 / company / month
White Label$299 / company / month + $750 setup
Private Label + APICustom quote
Pricing FAQ
Clear rules before activation.
Who counts as a producing user?
A user classified as producing can perform billable production actions. Non-producing manager, administrator, and support users are free, but cannot bypass that classification to use producing features.
Is annual billing discounted?
Yes. Standard annual agreements receive a 10% discount. Enterprise agreements are annual and quoted for the deployment.
Is there a trial?
Yes. Eligible customers can start with a 14-day trial. A payment method is required before conversion to a paid subscription.
Are unused allowances rolled over?
No. Included usage resets with the billing period. Prepaid usage packs can be added before a limit is reached.
Do you offer private-label deployments?
Yes. White-label service is available as a standard add-on. Private-label and API deployments are scoped and quoted with our team.
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