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Choose your pricing plan

  • Foundations

    25$
    Every month
     
    • Ideal for Small Brokerages
    • Up to 200 Clients
    • CRM & Document Management
    • Accelerate secure client on boarding
    • Import Data from Expert & other sources
    • Configurable digital checklists ensures you can be compliant
    • with records management requirements
    • Standardize your document naming and organization
    • Store all deal records and broker business documents safely
    • Help Desk Support included
    • Upgrade to Essentials or Unity at any time
    • 14 day free trial
    • No set-up fee

  • Essentials

    65$
    Every month
     
    • Includes all Foundation features & benefits
    • Unlimited Contacts & Deals
    • Integrated calendar, emails and text messaging
    • Daily emails of key dates, activities and other reminders
    • Realtime Canada Post Validation and Google Map Integration
    • Drag & Drop documents and emails to client records
    • Digital Signatures
    • Document Markup & Editing
    • Configurable compliance checklists
    • Upgrade anytime to Unity

  • Unity

    125$
    Every month
     
    • Includes all Essentials features & benefits
    • Website Integration
    • Full integration with Expert
    • Open banking and instant KYC on sign up
    • Call centre integration - auto screen pop and record search
    • Integrated inbound fax capabilities
    • Digitally review and approval through digital collaboration
Plans & Pricing: PaidPlans
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