Pricing
Priced by broker, not by case
Every plan includes the portal and the AI analysis, with no limit on clients or cases. You pay for the brokers who use it.
Early-access pricing, per month. Indicative until billing starts.
Solo
For an independent broker
£39/month
1 broker
- Branded client portal on your own address
- Unlimited cases and clients
- Case types, details and document checklists
- Several people per case
- AI document checks and bank statement analysis
- Cited credit summary drafts
Team
For a small brokerage
£99/month
Up to 5 brokers
- Everything in Solo
- Owner, admin, broker and read-only roles
- Case assignment and “my cases”
- Priority support
Firm
For larger firms and networks
Custom
More than 5 brokers
- Everything in Team
- Terms tailored to your firm
- Agreed with us during early access
Frequently asked questions
Are these the final prices?
No. This is early access and the amounts are indicative. Early-access brokers will be told the price before any billing starts, and will not be charged without agreeing to it.
Is there a limit on clients or cases?
No. Plans do not limit how many cases or clients you have. They differ by the number of brokers.
Do the AI features cost extra?
Not at present. Document checks, bank statement analysis and summaries are included. If that changes, early-access brokers will hear first.
Can I change plan later?
Yes. You can move between plans as your team grows.
How is payment taken?
Payments are processed securely by Stripe.