All-in-One CRM Plans—Built to Convert More Deals
LO seats = $50/mo per LO on any plan. Assistants, processors, VAs = always free.
Essentials
$197/month
(Minimum plan)
LO seats = $50/mo per LO on any plan
All plans include a $199 one-time setup fee.
Everything you need to run your mortgage business, pre-built and ready to go:
CRM + MARKETING TOOLS
ARIVE Integration & Maintenance
AI Past Client Reactivation
Rate Watch Report
Done-For-You Onboarding
AI Inbox Copilot
Power Dialer + Call Tracking
Universal Inbox (Calls, SMS, Email, DMs & More)
Email/SMS Campaigns
Lead & Deal Pipelines
Funnels, Websites & Landing Pages
Mobile App Access
500 text/email credits/month (unused rollover)
Ready for more? Growth adds AI scanning, realtor tools, and priority support.
growth
$297/month
Best Value (Most Popular) ⭐
LO seats = $50/mo per LO on any plan
All plans include a $199 one-time setup fee.
Everything in Essentials, plus:
ADVANCED AI + AUTOMATION
AI Refi & Equity Opportunity Scanner
Home Value Estimate (Monthly Home Value Emails)
Refi Monitor / Refi Analysis
Target Rate Alert
Realtor Newsletter — Markets in a Minute
30-day RETR Trial (regularly $130/mo)
KonnectVid (Video Email + Text)
AI Inbox Copilot
AI Site & Funnel Builder
AI Agents (Automated Chat — Website + Inbox)
1,000 text/email credits/month (unused rollover)
Website AI Chatbot
ADVANCED SUPPORT & COACHING
Priority support
Strategy Calls
1-on-1 Coaching
Essentials
$1,970/year
(Minimum plan)
One-time setup fee of $199 not included.
Everything you need to run your mortgage business, pre-built and ready to go:
CRM + MARKETING TOOLS
ARIVE Integration & Maintenance
AI Past Client Reactivation
Rate Watch Report
Done-For-You Onboarding
AI Inbox Copilot
Power Dialer + Call Tracking
Universal Inbox (Calls, SMS, Email, DMs & More)
Email/SMS Campaigns
Lead & Deal Pipelines
Funnels, Websites & Landing Pages
Mobile App Access
500 text/email credits/month (unused rollover)
Ready for more? Growth adds AI scanning, realtor tools, and priority support.
growth
$2,970/year
Best Value (Most Popular) ⭐
One-time setup fee of $199 not included.
Everything in Essentials, plus:
ADVANCED AI + AUTOMATION
AI Refi & Equity Opportunity Scanner
Home Value Estimate (Monthly Home Value Emails)
Refi Monitor / Refi Analysis
Target Rate Alert
Realtor Newsletter — Markets in a Minute
30-day RETR Trial (regularly $130/mo)
KonnectVid (Video Email + Text)
AI Inbox Copilot
AI Site & Funnel Builder
AI Agents (Automated Chat — Website + Inbox)
1,000 text/email credits/month (unused rollover)
Website AI Chatbot
ADVANCED SUPPORT & COACHING
Priority support
Strategy Calls
1-on-1 Coaching
(Minimum plan)
pro plan
$1,970/yr
Everything you need to run your mortgage marketing.
CRM + MARKETING TOOLS
ARIVE Integration & Maintenance
Prebuilt Drip Campaigns
✨ Text & Email Marketing (500 credits)
How do credits work?
Most users never go over.
But if you do:
Texts = $0.01 each
Emails = $0.001 each
Unused credits roll over each month.
Power Dialer + Call Tracking
Universal Inbox (All-in-One Messaging Hub)
Email, text, calls & DMs — all in one place.
Smart Calendar (Appointment Booking)
Mobile App Access
CLIENT ENGAGEMENT + REPORTING
Custom Reporting
Client Forms & Quizzes
Email Marketing Campaign Templates
⭐ Best Value
unlimited PLAN
$2,970/yr
Built to Scale – Unlock Full Automation & Growth Tools
Everything in Pro, plus:
ADVANCED AI + AUTOMATION
Lead Capture Funnels & Websites
✨ Text & Email Marketing (1000 credits)
How do credits work?
Most users never go over.
But if you do:
Texts = $0.01 each
Emails = $0.001 each
Unused credits roll over each month.
Property Value Estimate Emails (AVM)
Rate Alerts (Client Watchlist)
Real Estate Agent Newsletter (Markets in a Minute)
Video Messaging (Text & Email)
Conversation AI (Smart Autoresponder / Copilot)
Website AI Chatbot
ADVANCED SUPPORT & COACHING
Priority Live Chat
Strategy Calls
1-on-1 Coaching
Konnectd replaces over $800/mo of tools. One login. One price.
Community Office Hours (Weekly)
Email Support
1-on-1 Strategy Calls
24/7 Live Chat
"Now I have almost 100 5-star reviews on Google, which has led to more business for me."
- Steve V.
"Within one week, I went from 80 five star reviews to 180 five star reviews."
- Vic J.
"I've definitely picked up some closed loans just from the reminders and the timing of them."
- Brad W.
I started using Not Ready Nurture for people who never moved forward over a year ago & I got responses. No calls, just moved them all in the drip campaign.
- Heather H.
All the tools you need—built into one CRM.
Zapier - $40/mo
Docusign - $99/mo
CRM - $499/mo
Pipeline Management - $199/mo
Video Messaging - $49/mo
Click Funnels - $99/mo