Individual
$99 /seat/mo
- 1 User
- Customizable Pipeline Management Tool
- Rearrange Pipeline Order with Ease
- Access to Secure, Archived Client Files
- Automatic Milestone Notifications
- Email and/or Text Notifications
- Import Past Closed Files
- Export Current or Past Files
- Track Activity with Log Section
- Change Plans at any time
- No long term contract. Cancel Any Time.
- Zero Setup Fees.
Group
$59 /seat/mo
- 2-99 Users
- Let’s lose the first bullet
- Customizable Pipeline Management Tool
- Rearrange Pipeline Order with Ease
- Access to Secure, Archived Client Files
- Automatic Milestone Notifications
- Email and/or Text Notifications
- Import Past Closed Files
- Export Current or Past Files
- Track Activity with Log Section
- Pipeline Managed by Teams and/or Groups
- Change Plans at any time
- No long term contract. Cancel Any Time.
- Zero Setup Fees.
Enterprise
$39 /seat/mo
- 100+ Users
- Customizable Pipeline Management Tool
- Rearrange Pipeline Order with Ease
- Access to Secure, Archived Client Files
- Automatic Milestone Notifications
- Email and/or Text Notifications
- Import Past Closed Files
- Export Current or Past Files
- Track Activity with Log Section
- Pipeline Managed by Team and/or Groups
- Admin Tools for Assigning Files to Loan Officers and Processors
- Change Plans at any time
- No long term contract. Cancel Any Time.
- Zero Setup Fees.