Pricing
Basic
Fundamental statement analysis service for the single agent trying to do it all.
Starts at
$119/mo
Billed Monthly
pay monthly
pay upfront
Save 20%
commit annually
The Basic Plan
Includes:
1 User Plan
10 Detailed Analyses
Quick Savings Estimates
Live Training
Branded Proposal Library
Interchange Optimization
Email Support
Help Video Library
Team
Essential statement analysis service and tools to aid the small sales team.
Starts at
$369/mo
Billed Monthly
pay monthly
pay upfront
Save 20%
commit annually
The Team Plan
Includes:
Unlimited Users
35 Detailed Analyses
30 Minute Team Training Zoom Session
Unlimited Quick Savings Estimates
Branded Proposal Library
Interchange Optimization / Padding
Email & Zoom Support
Help Video Library
Full API Access
Custom URL
Marketing Campaigns
Enterprise
Comprehensive statement analysis service for larger teams.
Starts at
$1,245/mo
Billed Monthly
pay monthly
pay upfront
Save 20%
commit annually
The Enterprise Plan
Includes:
Everything From the Team Plan
Bulk Discounts on Statements
Unlimited Support
Basic Training
Fundamental industry knowledge for the single user.
Starts at
$95/mo
Billed at $1,140/yr
The Basic Training Plan
Includes:
1 User
Access to Training
Team Training
Essential tools for training and tracking progress of your team.
Starts at
$600/mo
Billed Monthly
pay monthly
pay upfront
Save 17%
commit annually
The Team Training Plan
Includes:
2 or More Users
Access to All Training
User Progress Reporting
LMS
Comprehensive training and tools for the larger teams looking to add custom content, create learning plans, and track the progress of their agents, all in one place.
Custom Pricing
The LMS Plan
Includes:
Unlimited Users
Full Training Access
User Progress Reports
Custom Training
