Turn your trail book into a growth engine
Whether you're a one person broker, or a brokerage of 10 or more we have a plan that will suit your client retention needs.
Monthly
Annual
BASIC
Ideal for new brokers
$
45
p/m per broker
paid annually
paid annually
-
$48 saving per year
-
2 Reprices p/m
-
Access to RateTraker - 24/7 Rate Monitoring
-
Generate Refinance Leads
-
Weekly Churn-risk Alerts
-
Access to Open Banking
-
Orphan Book Repricing
-
Standard Support and DIY Training
Start Free Trial
No credit card required
Free 14 day trial
GST exclusive
Fair Use Policy applies
Free 14 day trial
GST exclusive
Fair Use Policy applies
STARTER
Ideal for small loans books
$
134
p/m per broker
paid annually
paid annually
-
$180 saving per year
-
10 Reprices p/m
-
Access to RateTraker - 24/7 Rate Monitoring
-
Generate Refinance Leads
-
Weekly Churn-risk Alerts
-
Access to Open Banking
-
Orphan Book Repricing
-
Standard Support and DIY Training
Start Free Trial
No credit card required
Free 14 day trial
GST exclusive
Fair Use Policy applies
Free 14 day trial
GST exclusive
Fair Use Policy applies
PREMIUM
Ideal for medium loan books
$
224
p/m per broker
paid annually
paid annually
-
$300 saving per year
-
20 Reprices p/m
-
Access to RateTraker - 24/7 Rate Monitoring
-
Generate Refinance Leads
-
Weekly Churn-risk Alerts
-
Access to Open Banking
-
Orphan Book Repricing
-
Standard Support and DIY Training
Start Free Trial
No credit card required
Free 14 day trial
GST exclusive
Fair Use Policy applies
Free 14 day trial
GST exclusive
Fair Use Policy applies
ULTIMATE
Ideal for large loan books
$
269
p/m per broker
paid annually
paid annually
-
$360 saving per year
-
Unlimited Reprices p/m
-
Access to RateTraker - 24/7 Rate Monitoring
-
Generate Refinance Leads
-
Weekly Churn-risk Alerts
-
Access to Open Banking
-
Orphan Book Repricing
-
VIP Support and Training
Start Free Trial
No credit card required
Free 14 day trial
GST exclusive
Fair Use Policy applies
Free 14 day trial
GST exclusive
Fair Use Policy applies
BEST VALUE
Experience the power of automated client retention and rest assured knowing that your clients are happy and will stay with you forever.
Larger Brokerage or Aggregator?
Sign up more than 10 brokers and save.
We create custom packages to suit your needs.
