Simple, Transparent Pricing
All plans include a 30-day free trial.
Starter
For individual note investors getting started.
$29/month
- Up to 15 notes
- Up to 15 properties
- 1 entity
- 1 user
- File-based import
- Dashboard & charts
- Email support
Intermediate
For growing portfolios and small teams.
$79/month
- Up to 50 notes
- Up to 50 properties
- 5 entities
- 5 users
- Automated Servicer API integrations
- Office 365/Gmail contact sync
- Customize workflow tasks
- Data export (CSV/Excel) (coming soon)
- Priority email support
Professional
For serious operators and funds.
$199/month
- Unlimited notes, properties, entities, users
- Everything in Intermediate
- QuickBooks expense import
- Fully customizable workflows
- Office 365/Gmail smart contact import
- Investor login and reporting (coming soon)
- Cloud Drive integration (coming soon)
- AI agents (coming soon)
- 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?
- Yes, but you have a 30-day free trial. Cancel anytime before the trial ends to avoid being charged.
- What counts toward my note limit?
- Active notes in your portfolio. Archived or sold notes do not count against your limit.
- What counts toward my properties limit?
- Properties that serve as collateral to a note, archived or seld properties all don't count against your limit.