Pay for the site and the leads. Visitors pay nothing.
Start free for 7 days, no card. Pick a plan when you are ready; your site stays exactly as you built it.
Software
The software on the site you already have
a month
- The commercial analysis software: investment property, owner-user, construction, refinance, and equipment
- Your own loan programs compared beside bank loans, SBA 504, and SBA 7(a)
- Client-ready reports and a lender document checklist
- Core calculators, branded with your name and colors
- A hosted software page on your own link
- One line of code to embed included tools
- Leads saved to your dashboard and emailed to you
- An instant confirmation email to every client, with your booking link
- An "Email me this report" button that turns a report into a lead
- A lead board with stages, notes, follow-up reminders, and an Excel download
- A weekly lead summary and a monthly results report by email
- Google Analytics, Google Ads, and Meta Pixel tracking
- Your default rates and assumptions
Website
A complete website with the software built in
a month
- Everything in Software
- Hosting included
- Any template, switch any time
- Up to 25 listings with payment estimates
- Property questions go straight to the agent on that listing
- Up to 3 team members
- Your own domain
- Home, listings, software, about, and contact pages
- Import listings from a spreadsheet
Website Pro
More room for your team, with a blog and no badge
a month
- Everything in Website
- Hosting included
- Loan readiness software: screens a client's request against SBA program rules and what banks look for, shows the routes that fit, the fixes and the documents, and sends you the answers
- A startup budget and 12-month cash flow planner, a business plan builder, and a printable lender meeting prep sheet for your clients
- Four reference pages you can turn on: loan documents explained, special SBA programs, startup funding, and eleven lender guides, each naming only you
- Send every lead to your CRM or a Google Sheet (works with Zapier)
- Up to 200 listings and 30 team members
- A blog with up to 200 posts
- No platform badge in the footer
- Priority support and a setup call included
Every plan starts with a 7-day free trial. No card needed to start. Prices in USD, before tax. Cancel any time; it takes effect at the end of the paid period. Optional setup service: $249 one time, or free when you pay for the year.
Compare plans
| Feature | Software | Website | Website Pro |
|---|---|---|---|
| Commercial analysis and core calculators with your branding | ✓ | ✓ | ✓ |
| Loan readiness and business planning tools | — | — | ✓ |
| Hosted calculator page and embed codes | ✓ | ✓ | ✓ |
| Leads in your dashboard and email | ✓ | ✓ | ✓ |
| Instant confirmation to every visitor, with your booking link | ✓ | ✓ | ✓ |
| “Email me this report” on every calculator | ✓ | ✓ | ✓ |
| Lead board: stages, follow-up dates, notes, Excel download | ✓ | ✓ | ✓ |
| Follow-up reminders, Monday summary, monthly results report | ✓ | ✓ | ✓ |
| Google Analytics, Google Ads, and Meta Pixel tracking | ✓ | ✓ | ✓ |
| Property questions sent to the listing's agent | — | ✓ | ✓ |
| Listing import from a spreadsheet | — | ✓ | ✓ |
| Leads sent to your CRM or spreadsheet through a webhook | — | — | ✓ |
| Complete website with any template | — | ✓ | ✓ |
| Listings with payment estimates | — | 25 | 200 |
| Team members | — | 3 | 30 |
| Your own domain | — | ✓ | ✓ |
| Blog | — | — | ✓ |
| No platform badge in the footer | — | — | ✓ |
| Setup call included | — | $249, or free when you pay for the year | ✓ |
Billing questions
Do I need a card to start?
No. The trial starts when you confirm your email. Add a card only when you choose a plan.
Can I change plans later?
Yes, from the Billing page in your dashboard. Moving down hides content over the new limit; nothing is deleted.
What does the setup service include?
One onboarding call, connecting your domain, and entering up to ten listings from content you send us. It is included on Pro and optional on Website.
How do I cancel?
From Billing, any time. Your site stays live until the end of the period you paid for.