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Choose your pricing plan
Foundations
25$Every monthÂ- Ideal for Small Brokerages
- Up to 200 Clients
- CRM & Document Management
- Accelerate secure client on boarding
- Import Data from Expert & other sources
- Configurable digital checklists ensures you can be compliant
- with records management requirements
- Standardize your document naming and organization
- Store all deal records and broker business documents safely
- Help Desk Support included
- Upgrade to Essentials or Unity at any time
- 14 day free trial
- No set-up fee
Essentials
65$Every monthÂ- 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 monthÂ- 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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