Suite 600 · Pricing
Plans are priced per group with loan officer seats included, so the cost per LO falls as you grow. Every plan includes every module, hosting, maintenance and support. Move the slider to see your size.
Launch-date guarantee · 3-month minimum, then month-to-month · export your data anytime
Three plans
For a producing team of 2 to 10 loan officers
$389per month, billed monthly
For a branch of up to 25 loan officers
$749per month, billed monthly
For a small mortgage company with several branches
$1,690per month, billed monthly
All plans: hosting, SSL, security updates, backups, support, PageSpeed-focused build, schema markup, sitemaps, llms.txt and accessibility checks. No contact or page-view limits.
AI Engine add-on
A suite module shared across the group’s inboxes. Prices per month in USD, one-time setup to build and approve your knowledge base.
| Module | Monthly | Setup | Includes |
|---|---|---|---|
| AI Conversation Desk | $289 | $690 | Website chat, SMS, Facebook Messenger, Instagram DMs, TikTok (where the account's messaging access allows) |
| AI Receptionist | $339 | $790 | Per phone line, 500 minutes, then $0.21/min |
| AI Engine Complete | $529 · $449 with a Suite | $1,190 | Receptionist (1 line) + Conversation Desk |
Add-ons
$540/mo
4 long-form, reviewed articles a month for the company or branch blog
$1,180 one-time
Per site; translated by people, reviewed by your compliance contact
$360 one-time
A funnel beyond your plan's library (e.g. a builder or realtor co-branded funnel)
$219/mo
Adds a branch site with its own LO roster
Side by side
| Team Suite | Branch Suite | Company Suite | |
|---|---|---|---|
| Monthly | $389 | $749 | $1,690 |
| Annual (per month, 15% off) | $331 | $637 | $1,437 |
| Setup (one-time) | $1,450 | $2,850 | $5,900 |
| Seats included / max | 3 / 10 | 10 / 25 | 25 / no limit |
| Extra seat | $59/mo | $49/mo | $39/mo |
| Sites | Team site + LO pages | Branch site + LO pages | Company + 3 branch sites + LO pages |
| Funnels | 5 | 8 | 8 + company templates |
| Approval workflow | No | Yes | Multi-step chains |
| Audit log + custom roles | No | No | Yes |
| Roll-up reporting | Team | Branch + LO | Company → branch → LO |
Ask the front desk
The Team Suite is $389/mo with 3 loan officer seats, the Branch Suite $749/mo with 10 seats, and the Company Suite $1,690/mo with 25 seats and 3 branch sites. Extra seats are $59, $49 and $39 per month respectively. One-time setup fees are $1,450, $2,850 and $5,900.
Yes, 15% off the monthly price when you pay for 12 months up front. For example, the Branch Suite is $7,640 a year instead of $8,988.
Planning, content writing, design and build of every site, funnel setup, CRM import, automation setup, texting registration, redirects from your old URLs, and training. It is a one-time fee per plan.
Per-user CRMs get more expensive with every hire. Suite plans include a block of seats and charge less per extra seat on larger plans, so the cost per LO goes down as you grow.
A loan officer with their own page and pipeline. Assistants, processors and compliance reviewers get logins without a seat charge.
A 3-month minimum, then month-to-month with 30 days’ notice. Annual plans are paid for 12 months. Details in our refund and cancellation policy.
AI Conversation Desk $289/mo per suite (+$690 setup); AI Receptionist $339/mo per phone line with 500 minutes included and $0.21/min after (+$790 setup); AI Engine Complete $529/mo, or $449/mo with any Suite (+$1,190 setup).
US carrier fees for business texting (registration and per-message) are passed through at cost, and AI Receptionist minutes beyond the included amount are billed per minute. We don’t meter contacts, page views or emails.
Yes. Prices are in US dollars and exclude any sales tax that may apply in your state.
If we miss the launch date we agreed in writing, your monthly fee pauses until the site is live.
Yes. Upgrading carries over your sites, data and history; the setup fee difference is credited against the new plan’s setup.
No question matches that. Search the help center or ask us directly.
Tell us your LO count and branches. You’ll get a written price, setup fee and launch date within one business day.
Free 30-minute walkthrough · no obligation · reply within 1 business day
Display & accessibility
Cookies, only with your OK
We use strictly necessary storage to remember your theme and this choice. Analytics cookies load only if you allow them. Cookie policy.