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.

Annual

BASIC

Ideal for new brokers
$ 45
p/m per broker
paid annually
  • $48 saving per year
  • 2 Reprices p/m
  • 100 monthly active RateTraker consents
  • 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

STARTER

Ideal for small loans books
$ 134
p/m per broker
paid annually
  • $180 saving per year
  • 10 Reprices p/m
  • 200 monthly active RateTraker consents
  • 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

PREMIUM

Ideal for medium loan books
$ 224
p/m per broker
paid annually
  • $300 saving per year
  • 20 Reprices p/m
  • 300 monthly active RateTraker consents
  • 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

ULTIMATE

Ideal for large loan books
$ 269
p/m per broker
paid annually
  • $360 saving per year
  • Unlimited Reprices p/m
  • 500 monthly active RateTraker consents
  • 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
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.