Simple, Transparent Pricing
All plans include a 30-day free trial.
Starter
For individual note investors getting started.
$29/month
- Up to 15 notes
- 1 entity
- 1 user
- File-based import
- Dashboard & charts
- Email support
Intermediate
For growing portfolios and small teams.
$79/month
- Up to 50 notes
- 5 entities
- 5 users
- Servicer integrations (Allied, Madison, FCI)
- Office 365/Gmail contact sync
- API access
- Custom workflow templates
- Data export (CSV/Excel)
- Priority email support
Professional
For serious operators and funds.
$199/month
- Unlimited notes, entities, users
- Everything in Intermediate
- AI agents (coming soon)
- QuickBooks integration (coming soon)
- Investor reporting (coming soon)
- Document OCR (coming soon)
- Office 365/Gmail memo import
- Phone & video support
Frequently Asked Questions
- What happens after my free trial?
- After 30 days, you'll be prompted to choose a paid plan. Your data is preserved — nothing is deleted.
- Can I upgrade or downgrade at any time?
- Yes. Changes take effect at the start of your next billing cycle.
- Do I need a credit card to start?
- No. Your 30-day trial is completely free.
- What counts toward my note limit?
- Active notes in your portfolio. Archived or sold notes do not count against your limit.