Published pricing, no negotiation required
Per agent, per month. The same platform at every tier — what changes is the brokerage administration layer, not whether your CRM works.
Agent
One licensed agent running their own book, with no brokerage administration to pay for.
- Full mortgage CRM and renewal tracking
- Power dialer with auto-logging
- AI follow-up drafting
- Filogix Exchange sync
- FINTRAC identity and records
- Client calculators and rates board
- Your data exports whenever you ask
Brokerage
Teams and brokerages — everything in Agent plus the oversight a principal broker is accountable for.
- Everything in Agent, plus:
- Shared pipeline and lead routing rules
- Commission splits, tiers and clawbacks
- Brokerage-wide compliance dashboard
- Agent performance and coaching views
- Recruiting, onboarding and training
- Social media approval workflows
- Brokerage-branded forms and disclosures
Network
Franchisors and multi-brokerage groups needing per-firm isolation with head-office roll-up.
- Everything in Brokerage, plus:
- One isolated workspace per member firm
- Network-wide reporting and compliance posture
- Centrally published policy and brand templates
- SSO and per-tenant branding
- Dedicated onboarding for each brokerage
- Named account team
Prices in CAD, billed monthly. Annual billing saves 20%. 14-day free trial on Agent and Brokerage — no credit card.
Find the shape that matches your shop
Every tier ships the whole platform
We do not hold the useful parts back for an upgrade conversation. The differences between tiers are about managing other people, not about whether your own work is crippled.
Pricing questions
Is there a free trial?
Yes — 14 days on the Agent and Brokerage tiers, no credit card required, with the full feature set rather than a cut-down version. Network rollouts start as a scoped pilot with a cohort of member firms instead.
Do you charge for migrating my data?
No. We migrate your contacts, deals and history from whatever you are on today as part of onboarding. There is no implementation fee and no professional-services minimum.
What happens to my data if I cancel?
You export it, in a standard format, at any time — including after you cancel. There is no export fee and no retention hold. We would rather you stayed because the product works.
Is the power dialer really included?
Yes, on every tier. It is part of the platform rather than a third-party dialer you integrate separately, which is also why call logging is automatic instead of a sync that can silently fail.
Can I change tiers as I grow?
Yes, and without a migration. Moving from a single licence to a team, or a team to a full brokerage, is a change of plan rather than a change of system — your data stays exactly where it is.
Do you bill monthly or annually?
Both. Monthly billing is available on every tier and annual billing saves 20%. Network agreements are typically one to three years.
Are there per-minute charges for calling?
Calling is included within fair-use limits that suit normal brokerage volumes. High-volume outbound campaigns are quoted separately rather than accruing a surprise on your invoice.
Want the long-form brokerage breakdown? See brokerage pricing in detail →
See it on your own pipeline before you pay for anything
Thirty minutes, your real deal flow. If it is not a fit we will say so.