Pricing

You own it. We keep it sharp.

No per-seat tax. No usage meter. Buy the infrastructure once, then pay a flat monthly for the operator engineering that keeps it fit as lenders, stips, and rework paths change.

01 — One-time

Buy the infrastructure once

Stand the operating system up inside your Salesforce org. Objects, flows, dashboards, lender routing, integrations — deployed and documented.

Full build in your Salesforce org
Lender routes and stip logic mapped to your desk
Data migration from spreadsheets or your legacy CRM
Team onboarding and floor training
Complete metadata documentation — nothing hidden

Investment

Quoted per brokerage

Scoped in the build call. No surprise change orders.

02 — Ongoing

Flat monthly to keep it sharp

The operator engineering that keeps the org fit as your business changes — new lenders, new stip rules, new automations, new reports.

Ongoing tuning of lender routing and stip logic
New reports and dashboards on request
New automations for reworks, renewals, and outreach
Priority response on anything touching funded revenue
No per-seat fees. Add reps without touching the invoice.

Investment

Flat monthly · quoted per brokerage

Cancel any month. The org keeps running — it was always yours.

Salesforce licensing is separate and paid directly to Salesforce. We size the license mix on the build call so you buy only what your floor needs.

Get a scoped number for your brokerage.

One 30-minute call with the operator. Walk out with the build and monthly numbers for your floor.

Book a build call →