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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.

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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)

(1) 3rd party fees may apply

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)

(1) 3rd party fees may apply

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

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

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)

Questions? Let’s discuss the right package to fit your needs.

Do more of what you love and leave the rest to us.

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Have questions?

Find a Plan the Works for You

Low Price, Incredible Value

Our Plans

Pick the plan that suites you

Essential

Premium

Enterprise

Compare Plans

Questions? Let’s discuss the right package to fit your needs.

Do more of what you love and leave the rest to us.

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