View our pricing plans to understand which option is the best fit for you.
Set yourself apart with the Financial Scoring 3.0 engine and walk into every conversation prepared.
Start Your Free 14-Day TrialIndividual plan
+ $149 in LEAD Cash every month
To spend on leads in the Lead Store. Starts with your first payment. Terms apply
Access to the Financial Scoring 3.0 engine
AI-powered recommendations built into every lead
One dashboard for every client and score
Access our skool community with biweekly training
Full access to the Lead Marketplace
Access a personal self-score Lead Engine, link it anywhere and start gathering your own leads
Leads from your own engine go straight to your lead dashboard
Get access to a direct booking link so clients that fill out your report can schedule with you right away
Have questions? Contact us and we'll help you find the right fit.
Everything in For Agents, plus your own self-score Lead Engine that sends every lead straight to your lead dashboard.
Start Your Free 14-Day TrialIndividual plan
+ $189 in LEAD Cash every month
To spend on leads in the Lead Store. Starts with your first payment. Terms apply
Access to the Financial Scoring 3.0 engine
AI-powered recommendations built into every lead
One dashboard for every client and score
Access our skool community with biweekly training
Full access to the Lead Marketplace
Access a personal self-score Lead Engine, link it anywhere and start gathering your own leads
Leads from your engine stay yours, never shared or sold
Get access to a direct booking link so clients that fill out your report can schedule with you right away
Running a team? Contact us about agency pricing.