Mortgage · Finance · Insurance
Broker Ai Pricing
Protect $5k–$10k Commissions For About $28/Day
Leads call at 6:15 pm while you’re in a loan app, mid-appointment, or mid-dinner. Miss one, lose a $600k loan, an $80k finance deal, or a $15k insurance renewal to a rival.
Your AI answers instantly, qualifies budget/timeline/product/risk, books the consult, runs pre-approval / asset finance / policy logic, and follows up automatically — so your pipeline keeps moving while you’re closing the deal in front of you. Selection, not selling: if the ROI isn’t obvious, we don’t deploy.
Why This Pricing Prints Money
Your broker game right now? Probably a non-stop sh!tstorm of missed calls, unqualified time-wasters, and no-shows that torch your schedule. Every missed enquiry is a commission bleeding out on the floor.
We built plans that swap chaos for a mortgage / finance / insurance-literate AI that works 24/7 without complaining, catches the hot leads, books them into your calendar, and keeps deals warm until you close them — turning leaks into locked revenue.z
The Shift: Old Way → AI Employee
Old Way
Missed calls drain commissions → rivals win.
Unqualified eat hours → pipeline dry.
No-shows tank schedules → cash bleeds.
AI Employee
Instant qual + booking → deals locked 24/7.
Sharp quals → closes surge.
Auto rebooks + reminders → conversions climb.
How Pricing Works
(30-second cheat sheet)
Setup (one-time)
We wire your calendars + CRM, install prebuilt call flows (pre-approval, rate enquiries, product matching, asset finance, insurance renewals/claims triage), test, and train your team. (Bonus: review automation if you sign on at Day-14.)
Daily AI
Your always-on team member.
From $28.03/day Solo or $35.25/day Multi-Staff.
Answers calls/SMS/DMs 24/7, qualifies, books, and logs everything.
Usage at Raw Cost
Start with $250 credit; auto top-up $150 when balance hits $100.
No markups — calls/SMS/AI billed at provider cost. Recordings + transcripts in GHL; raw audio 3 months, summaries indefinitely.
Choose Your Plan
Broker AI — Solo Plan
$785/month (≈ $196.25/week • $28.03/day)
$985
(one-time)For sole operators and mobile brokers who can’t afford to miss the heat.
- 24/7 Voice & SMS handling (stop the bleed after hours)
- Prebuilt flows: mortgage pre-approval, rate questions, product matching, finance deal capture, insurance renewal/claims logic
- Booking automation with buffers (into your live calendar)
- Lead filtering by role, loan type, urgency, risk
- ~100,000-character memory (remembers clients, history, income, objections)
- Call log + transcript dashboard
- CRM + calendar sync (Google, Outlook, GHL)
- Omnichannel: SMS, Messenger, WhatsApp, Web Chat, GMB
- Consult notes injected into CRM
- Handles 20+ concurrent calls without hold
- Uptime alerts + usage-based billing, no fluff fees
- Onboarding, testing, training portal access
- Bonus: Review automation if you sign at Day-14
Why it pencils:
For sole operators and mobile brokers who can’t afford to miss the heat.
Broker AI — Solo Plan
$987/month (≈ $246.75/week • $35.25/day)
Setup:
$1,500
(one-time)
For brokerages, franchises, or multi-rep teams who need clean routing and calendar control.
- Everything in Solo, plus:
- Team-wide routing (rep, role, product type)
- Multi-calendar sync (books to specific schedules without clashes)
- Overflow handling during enquiry spikes
- Deeper team logging so nothing slips
- Training + support for the whole office
Why it pencils:
One routed lead saved from team chaos covers the month; fewer missed enquiries = more closes retained.
Usage Billing — Transparent, No Games
- $250 upfront credit to kick off usage (calls/SMS/AI)
- Auto top-up $150 when balance hits $100 (no stalls mid-qual)
- Billed at raw provider cost — no markup
- Recordings + transcripts included in your GHL subaccount
- Raw recordings 3 months; summaries stored indefinitely for coaching and QA
Contract & Billing Terms — Built for Scaling, Not Traps
- 12-month subscription (stability to build, optimise, and win)
- Charged daily, billed monthly (smooth cash flow)
- 7-day grace on payments (life happens)
- Grandfather pricing — lock your rate before we raise it
This Is the Only Staff Member Who Works Nights & Weekends Without Complaining
Not a “lead catcher” — a mortgage / finance / insurance-literate assistant that answers like your best rep, books the right broker, and follows through with reminders, product info, and next-step prompts while you work the files you already have. Fu*king relentless.
✅ Start the Demo Flow
call the demo number, test the AI, then book a Zoom or in-person to go behind the scenes. If it’s a fit, you’ll be invited to a trial. No lock-in. Just proof.