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

  • AI Websites & Landing Page Builder

  • Mobile App Access

  • 500 text/email credits/month (unused rollover)

Ready for more? Growth adds AI scanning, realtor tools, and priority support.

Best Value (Most Popular) ⭐

growth

$297/month

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

  • Ask AI CRM Agent Assistant

  • Monthly Home Value Emails to Past Clients

  • Refi Monitor Alerts / Scenario Analysis

  • Target Rate Alerts

  • Automated Agent Engagement Newsletter

  • Co-Branded Realtor Report

  • Agent Intelligence (Deal History, Loyalty Insights & Track Records)

  • 30-day RETR Trial (regularly $130/mo)

  • Relationship Dashboard (Agents + Past Clients)

  • KonnectVid (Video Email + Text)

  • AI Agents (Automated Chat — Website + Inbox)

  • 1,000 text/email credits/month (unused rollover)

ADVANCED SUPPORT & COACHING

  • Priority support

  • 1-on-1 Strategy Calls

UNLOCK GROWTH

Essentials

$1,970/year

(Minimum plan)

$199 $0 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

  • AI Websites & Landing Page Builder

  • 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

$199 $0 setup fee

Everything in Essentials, plus:

ADVANCED AI + AUTOMATION

  • AI Refi & Equity Opportunity Scanner

  • Monthly Home Value Emails to Past Clients

  • Refi Monitor Alerts / Scenario Analysis

  • Target Rate Alerts

  • Automated Agent Engagement Newsletter

  • Co-Branded Realtor Report

  • Agent Intelligence (Deal History, Loyalty Insights & Track Records)

  • 30-day RETR Trial (regularly $130/mo)

  • Relationship Dashboard (Agents + Past Clients)

  • KonnectVid (Video Email + Text)

  • AI Agents (Automated Chat — Website + Inbox)

  • 1,000 text/email credits/month (unused rollover)

  • Website AI Chatbot

ADVANCED SUPPORT & COACHING

  • Priority support

  • 1-on-1 Strategy Calls

(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

"Evaluated 25 CRMs over 18 months.

Subscribed to three. Chose Konnectd."

"I did deep dives — probably 25 different companies over the last year and a half, down to three subscriptions. Nobody did a better job, particularly with the onboarding and the connection with ARIVE. It works seamlessly. These guys are great at it."

- Matt B.

"I'm the happiest I've been in 23 years with a CRM. The implementation support has been outstanding, and the cost is very reasonable..."

- Mark S.

"Within one week, I went from 80 five star reviews to 180 five star reviews."

- Vic J.

“It automated so many of the things I used to do manually and gave me a ton of my time back.”

- Steve L.

All the tools you need—built into one CRM.

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Zapier - $40/mo

Docusign - $99/mo

CRM - $499/mo

Pipeline Management - $199/mo

Video Messaging - $49/mo

Click Funnels - $99/mo

Website - $99/mo

Power Dialer - $59/mo

Social Media Scheduler - $79/mo

Calendly - $19/mo

AI Conversation Engine - $499/mo

Email Marketing - $99/mo

Surveys & Forms - $49/mo

Media Storage - $29/mo

Call Tracking & Reporting - $45/mo

Review/Reputation Management - $149/mo

Common Questions About Konnectd

Is Konnectd easy to use?

Yes. Konnectd is built specifically for mortgage professionals using ARIVE. The layout is simple, the pipeline syncs automatically, and most follow-up runs in the background so you are not managing extra tasks every day.

Will this actually help me close more loans?

Konnectd focuses on consistent follow-up, database reactivation, and surfacing refinance and past-client opportunities automatically. It keeps borrowers engaged while you focus on today’s pipeline, without adding more to your plate.

What kind of support is provided?

You get hands-on onboarding plus ongoing support. That includes live chat with a real person, Zoom support when needed, and a help library with clear walkthroughs. You are not left figuring it out alone.

Does Konnectd integrate with my tools?

Yes. Konnectd connects directly with ARIVE and works alongside tools like Zoom, Outlook, Gmail, and calendar platforms. ARIVE handles loan compliance and file data. Konnectd handles marketing and borrower engagement.

⭐️ “All I did was upload my contacts. Konnectd reached out, followed up, and made me look like a rockstar.”