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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.

Compare Plans

Please Select Your Product
Firsts
Junior Liens
Choose Your Plan
30 Day Free Trial
Includes all Features

  • Asset Tracking

    Asset Tracking

  • Contacts / Companies

    Contacts / Companies

  • Transactions

    Transactions

  • Task Management

    Task Management

  • Email Integration (1)

    Email Integration (1)

  • Partner / Investor Portal

    Partner / Investor Portal

  • Servicer Integration

    Servicer Integration

  • Web Lead Capture (1)

    Web Lead Capture (1)

  • Automated Campaigns (1)

    Automated Campaigns (1)

  • Automated Documents (1)

    Automated Documents (1)

  • Expense Tracking

    Expense Tracking

  • Partials Management

    Partials Management
Choose Your Plan
30 Day Free Trial
Includes all Features

  • Asset Tracking

    Asset Tracking

  • Contacts / Companies

    Contacts / Companies

  • Onboarding

    Onboarding

  • Task Management

    Task Management

  • Email Integration (1)

    Email Integration (1)

  • Partner / Investor Portal

    Partner / Investor Portal

  • Servicer Integration

    Servicer Integration

  • Web Lead Capture (1)

    Web Lead Capture (1)

  • Automated Campaigns (1)

    Automated Campaigns (1)

  • Automated Documents (1)

    Automated Documents (1)

  • Expense Tracking

    Expense Tracking

  • Partials Management

    Partials Management
Starter
$9.95 / month

  • Asset Tracking

    Up to 3 Assets

  • Contacts / Companies

    Up to 10
    Contacts/Companies

  • Transactions

    Up to 10 Transactions

  • Task Management

  • Email Integration (1)

  • Partner / Investor Portal

  • Servicer Integration

  • Web Lead Capture (1)

  • Automated Campaigns (1)

  • Automated Documents (1)

  • Expense Tracking

  • Partials Management

Essential Monthly
$49.95 / month +$195 setup

  • Asset Tracking

  • Contacts / Companies

  • Onboarding

  • Task Management

  • Email Integration (1)

  • Partner / Investor Portal

  • Servicer Integration

  • Web Lead Capture (1)

  • Automated Campaigns (1)

  • Automated Documents (1)

  • Expense Tracking

  • Partials Management

Essential
$39.95 / month

  • Asset Tracking

  • Contacts / Companies

  • Transactions

  • Task Management

  • Email Integration (1)

  • Partner / Investor Portal

  • Servicer Integration

  • Web Lead Capture (1)

  • Automated Campaigns (1)

  • Automated Documents (1)

  • Expense Tracking

  • Partials Management

Essential OneTime
$1299
 setup included

  • Asset Tracking

  • Contacts / Companies

  • Onboarding

  • Task Management

  • Email Integration (1)

  • Partner / Investor Portal

  • Servicer Integration

  • Web Lead Capture (1)

  • Automated Campaigns (1)

  • Automated Documents (1)

  • Expense Tracking

  • Partials Management

Premium
$89.95 / month

  • Asset Tracking

  • Contacts / Companies

  • Transactions

  • Task Management

  • Email Integration (1)

  • Partner / Investor Portal

  • Servicer Integration

  • Web Lead Capture (1)

  • Automated Campaigns (1)

  • Automated Documents (1)

  • Expense Tracking

  • Partials Management

Premium
$89.95 / month +$195 setup

  • Asset Tracking

  • Contacts / Companies

  • Onboarding

  • Task Management

  • Email Integration (1)

  • Partner / Investor Portal

  • Servicer Integration

  • Web Lead Capture (1)

  • Automated Campaigns (1)

  • Automated Documents (1)

  • Expense Tracking

  • Partials Management

Enterprise
Contact Us

  • Asset Tracking

  • Contacts / Companies

  • Transactions

  • Task Management

  • Email Integration (1)

  • Partner / Investor Portal

  • Servicer Integration

  • Web Lead Capture (1)

  • Automated Campaigns (1)

  • Automated Documents (1)

  • Expense Tracking

  • Partials Management

Enterprise
Contact Us

  • Asset Tracking

  • Contacts / Companies

  • Onboarding

  • Task Management

  • Email Integration (1)

  • Partner / Investor Portal

  • Servicer Integration

  • Web Lead Capture (1)

  • Automated Campaigns (1)

  • Automated Documents (1)

  • Expense Tracking

  • Partials Management

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

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