Standard
$299per user / month
- Standard AI usage allowanceMonthly AI usage per person
- 10 GB knowledge baseAbout 100 loan files
PRICING
Simple plans. Every feature.
Pick a plan for each person on your team. Plans differ only in how much AI usage and knowledge-base storage each person gets.
Plus
$399per user / month
- 2.5× Standard AI usageMonthly AI usage per person
- 25 GB knowledge baseAbout 250 loan files
Max
$499per user / month
- 5× Standard AI usageMonthly AI usage per person
- 50 GB knowledge baseAbout 500 loan files
Included on every plan
- Full AI access, with no feature gating between plans
- Email and calendar integrations
- CRM and LOS sync (e.g., Salesforce, Encompass)
- Templates and saved workflows
- Shared workspace and team knowledge base
- Admin dashboard with usage reporting
- SSO and role-based permissions
- Email and chat support
Add-ons
Usage pack
$30one-time
Adds about 20% of the Standard plan’s monthly AI usage for one person. It applies to the current billing month only and doesn’t renew or carry over.
Storage pack
$20per month
Adds 10 GB of knowledge-base storage for one person, billed every month until you remove it.
Billing terms
- Month-to-month. Cancel anytime, with no contracts.
- No free trial: billing starts when you subscribe.
- Monthly billing only; there are no annual plans.
- Every seat on a plan costs the same.
- Mix plans across your team: choose a plan for each person.
- AI usage and storage belong to each person and aren’t pooled across the team. Unused AI usage doesn’t carry over.
- Upgrades take effect immediately, with the difference prorated for the rest of the billing month. Downgrades take effect at the next billing date.
- After you cancel, your data stays available read-only for 30 days, then it’s deleted.
Ready to set up your workspace?
Create an account, choose plans and seats, and invite your team.
Sign up