Loan officers use the same product as the real estate plans. The Lender plan is sized for 20 loan officers. Payment and affordability calculators are estimates you run yourself. They are not a loan commitment.
Lender is $1,000/mo or $9,000/yr, 20 loan officers. Same price, sized for loan officers. Every plan includes every feature.
As of October 30, 2026. For real estate agents and loan officers. One login for the tour, the math, the file, the rental, the website, and the calls, texts, and email that go with them. Every plan includes every feature.
| Capability | The CRM Plus |
|---|---|
| Transactions and archiving | Move the deal through its stages. CC or BCC the deal address, and that email is archived on the file. |
| Numbers tracker | Closings and GCI for the year, a goal, and the calls and appointments you log each day. |
| Net sheet and payment calculators | Seller net sheet, monthly payment, and affordability, including FHA, plus a DSCR investor estimate. These are estimates you run yourself, for a first look, instead of waiting on an escrow company or a lender. |
| Property management | The lease, rent reminders, and a pay link you send the tenant from the property. |
| Social posts and flyers | Just listed, just sold, open house, and under contract posts, plus print flyers, start from the listing. You download them. |
| Agent website | Preview a template and edit on the page. Home search shows when that agent or office has MLS search. |
| Open house tools | QR or kiosk sign-in. Link a listing and the guest can get a text with that home and your contact card. |
| Automatic replies | A keyword texted to your number gets the reply you wrote. A new lead can get the instant reply you turned on for that source. |
| Follow-up suggestions | Ask Plus names who to reach today, from unanswered texts, due tasks, open deals, and how long it has been since the last text or call. |
| Calls, texts, and email | Calls are recorded, transcribed, and summarized. Texts go from your own number. Email blasts wait until you approve the draft. |
No. Calls, texts, and email are included. The same login also covers the transaction file, a numbers tracker, net sheet and payment calculators, property management, social posts and flyers, an agent website, open house sign-in, automatic replies, and follow-up suggestions.
Solo $100/mo (1 seat); Team $250/mo (5 seats); Office $499/mo (10 people); Brokerage $1,000/mo or $9,000/yr (25 people); Lender $1,000/mo or $9,000/yr (20 loan officers); Enterprise Custom (Above 25). Every plan includes every feature on the public pricing page. Enterprise, above 25 people, is custom.
No. Seller net sheet, monthly payment, and affordability figures, including FHA, are estimates you run yourself for a first look. A DSCR investor estimate is there too. They are not a closing statement and not a loan commitment.
No. It is the same feature set, priced for a lending desk of 20 loan officers. Calls, texts, email, contacts, and the calculators are on that login.