Are prices before tax?
Yes. All prices are before applicable sales tax.
How does annual billing work?
Annual plans are paid up front for the year at the lower rate: Solo $1,788 a year ($149/month) and Office $5,988 a year ($499/month), plus any added users at $588 a year each. Monthly billing is $169 for Solo and $549 for Office, plus $55 for each added user.
How do added users work?
Office includes up to 10 users. Each additional user is $49/month billed annually, or $55 billed monthly. There's no user limit. Solo is for one person; to add a second, move to Office.
How is AI usage billed?
Optional AI is included with Office and Enterprise, with a shared monthly usage allowance of 1 million tokens. Additional usage requires administrator approval, is charged at published rates for the selected model, and is subject to your admin-set monthly spending cap. Overage is billed monthly in arrears to the card on file. See AI pricing details on this page.
Can I start without a demo?
Yes. Get started here. We set up your account within one business day.
Is there a setup fee?
No. Standard setup is included with every plan. We configure your company, users, permissions, and email connection, then guide your team through entering deals, billing, and payouts in a remote onboarding session. Importing existing data is a separate service, quoted in advance. Setup usually takes about two weeks, depending on migration scope.
What does support include?
All plans: Monday–Friday, 9am–5pm Eastern, excluding holidays. We aim to acknowledge requests within one business day (a response target, not a resolution guarantee). Solo: email support. Office: email support and scheduled phone or remote assistance from the team that builds the software. Enterprise: extended support hours and faster response times, plus the help desk and support ticket system. Custom development and major data work are separate from support and quoted on their own.
What happens to my data if I leave?
Your data belongs to your brokerage. Built-in exports of your deals, commissions, and billing to Excel or PDF are included with every plan, with no additional fee. If you need an assisted full-data export when leaving, we offer a one-time $500 service in an agreed database or structured-data format; we confirm the contents and format before proceeding. After your paid term ends, we retain your data for 30 days so you can request an export, then delete it from active systems. You can request earlier deletion.
Is there a money-back guarantee?
Yes, for new customers: a 30-day refund on the first payment. After that, payments are not refunded or prorated.
Can I cancel?
You can cancel renewal at any time before your next billing date. Your account remains active through the end of your paid term. There is no cancellation fee. After the 30-day first-payment guarantee for new customers, payments for the current term are not prorated or refunded.
Do you offer a full-data export when we leave?
Built-in exports are included on every plan. An assisted full-data export is available as a one-time $500 service in an agreed format. We confirm contents and format first.
