One bill. The whole system.
One subscription covers the database, the assistant, follow up, newsletters, designs, scoring, pipelines, and document analysis. Every plan starts with a 14-day free trial. No credit card to begin, no setup fee, no contract.
Solo
One agent or loan officer running their own book.
- Contacts, pipelines, and deal rules
- Follow ups written per person, sent from your inbox
- Newsletters, broadcasts, and designs
- Live scoring with a next step for every contact
- Theia chat over your own records
- Loan document analysis for lending teams
Team
Most popularTeams and broker owners who need to see every pipeline.
- Everything in Solo
- Seats with roles and permissions
- Owner view across all pipelines
- Team scoreboard
- Lead routing by source
Larger teams
Brokerages and lenders past five seats.
- Everything in Team
- Onboarding across the whole team
- Priority support
Included with every plan
Guided onboarding
A setup session with our team: your contacts imported, your inbox connected, your sender profile and first pipeline set up before the assistant starts working.
Your data stays yours
Contacts, notes, deals, and history belong to you. They never train another customer's AI, and an admin can export them from settings any time.
You decide what sends
Run any sequence through your approval queue or on autopilot. Chat changes wait for your Apply. A reply always stops the sequence.
Support from a real inbox
Questions go to people who work on the product, not a ticket queue.
Pricing questions
Anything else, ask us.
What does the free trial include?
The full product. Import your database, connect your inbox, and let the assistant work for the length of the trial. No credit card is needed to start, and nothing is charged unless you choose a plan.
Is there a setup fee or a contract?
No setup fee and no contract. Plans are month to month and you can cancel from your account at any time.
How does Team pricing work?
Team is $129 per user per month for up to five users, billed together on one account. Each user has their own pipeline and inbox connection, and account owners see across every pipeline.
We have more than five people. What then?
Teams of six or more are priced by quote so we can account for volume, roles, and onboarding across the group. Book a walkthrough and tell us your team size.
Can I switch plans later?
Yes. Move between Solo and Team, or add users, from your account. Changes take effect on the next billing date.
What happens to my data if I cancel?
You can export everything before you go. We do not hold data hostage and we do not use your records to train anyone else's AI.