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Essential
249$Every monthFor brokers who want meetings and leads without managed supportÂ- 1+ in-person or virtual client meetings/month
- 100 verified leads/month delivered to you via file
- You manage your own sales funnel and email marketing
- Popular
Growth
399$Every monthFor brokers who want full-funnel setup and management.Â- 3+ in-person or virtual client meetings/month
- 250+ qualified leads/month added to CRM
- BrokerSuite managed CRM platform with sequence automations
- Managed funnel build & email copywriting
- Weekly performance checks and optimization
Pro
1,199$Every monthFor teams or brokers looking to scale rapidly.Â- 10+ booked meetings/month
- 1000+ qualified leads/month added to BrokerSuite managed CRM
- Fully managed and customized sales funnel
- Premium client support with a dedicated success manager
- Custom branded client portal and onboarding tools
- Priority lead flow and performance optimization
Money-Back Guarantee (Effective October 7, 2025)
If we don’t hit your plan’s booked-meeting target for a given month, we’ll refund your monthly fee on request. Requirements:​ (1) Attend onboarding; (2) Maintain open calendar availability; (3) Respond to new inquiries within one business day. Request within 15 days of month-end.
Your questions, Answered
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