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Our Plans

Pick the plan that suites you

Essential

New to note investing? This is the plan for you. This basic plan helps you get organized and create the proper foundation for growth.

Premium

Ready to scale? If you have more than three notes and are intent on growth, this package is for you. Automate all internal processes so you can manage lead flow and investment.

Enterprise

This full-suite package is for large, enterprise note investors who are looking for a custom system for automation and organization.

Compare Plans

Please Select Your Product
Firsts
Junior Liens
Choose Your Plan
30 Day Free Trial
  • Asset Tracking

    Asset Tracking
  • Contacts / Companies

    Contacts / Companies
  • Purchase

    Purchase
  • Expense Tracking

    Expense Tracking
  • Comparable Analysis

    Comparable Analysis
  • Email Integration (1)

    Email Integration (1)
  • Partials Management

    Partials Management
  • Automated custom document generation (1)

    Automated custom document generation (1)
  • Campaign Management (emails, SMS, postcard, letter) (1)

    Campaign Management (emails, SMS, postcard, letter) (1)
Choose Your Plan
30 Day Free Trial
  • Asset Tracking

    Asset Tracking
  • Contacts / Companies

    Contacts / Companies
  • Onboarding

    Onboarding
  • Expense Tracking

    Expense Tracking
  • Comparable Analysis

    Comparable Analysis
  • Email Integration (1)

    Email Integration (1)
  • Partials Management

    Partials Management
  • Automated custom document generation (1)

    Automated custom document generation (1)
  • Campaign Management (emails, SMS, postcard, letter) (1)

    Campaign Management (emails, SMS, postcard, letter) (1)
Starter
$12.95 / month +$39.95 setup
  • Asset Tracking

    Up to 3 Assets
  • Contacts / Companies

    Up to 10 Contacts/Companies
  • Purchase

    Up to 10 Purchases
  • Expense Tracking

  • Comparable Analysis

  • Email Integration (1)

  • Partials Management

  • Automated custom document generation (1)

  • Campaign Management (emails, SMS, postcard, letter) (1)

Essential Monthly
$49.95 / month +$195 setup
  • Asset Tracking

  • Contacts / Companies

  • Onboarding

  • Expense Tracking

  • Comparable Analysis

  • Email Integration (1)

  • Partials Management

  • Automated custom document generation (1)

  • Campaign Management (emails, SMS, postcard, letter) (1)

Essential
$24.95 / month +$195 setup
  • Asset Tracking

  • Contacts / Companies

  • Purchase

  • Expense Tracking

  • Comparable Analysis

  • Email Integration (1)

  • Partials Management

  • Automated custom document generation (1)

  • Campaign Management (emails, SMS, postcard, letter) (1)

Essential OneTime
$1299
setup included
  • Asset Tracking

  • Contacts / Companies

  • Onboarding

  • Expense Tracking

  • Comparable Analysis

  • Email Integration (1)

  • Partials Management

  • Automated custom document generation (1)

  • Campaign Management (emails, SMS, postcard, letter) (1)

Premium
$69.95 / month +$195 setup
  • Asset Tracking

  • Contacts / Companies

  • Purchase

  • Expense Tracking

  • Comparable Analysis

  • Email Integration (1)

  • Partials Management

  • Automated custom document generation (1)

  • Campaign Management (emails, SMS, postcard, letter) (1)

Premium
$89.95 / month +$195 setup
  • Asset Tracking

  • Contacts / Companies

  • Onboarding

  • Expense Tracking

  • Comparable Analysis

  • Email Integration (1)

  • Partials Management

  • Automated custom document generation (1)

  • Campaign Management (emails, SMS, postcard, letter) (1)

Enterprise
Contact Us
  • Asset Tracking

  • Contacts / Companies

  • Purchase

  • Expense Tracking

  • Comparable Analysis

  • Email Integration (1)

  • Partials Management

  • Automated custom document generation (1)

  • Campaign Management (emails, SMS, postcard, letter) (1)

Enterprise
Contact Us
  • Asset Tracking

  • Contacts / Companies

  • Onboarding

  • Expense Tracking

  • Comparable Analysis

  • Email Integration (1)

  • Partials Management

  • Automated custom document generation (1)

  • Campaign Management (emails, SMS, postcard, letter) (1)

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