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.

Essentials

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)

Save $593 vs. monthly

That's 12 months for the price of 10..

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.

Essentials

growth

$2,970/year

Save $793 vs. monthly.

That's 12 months for the price of 10.

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

UNLOCK GROWTH

(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

PRO PLAN

⭐ 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

UPGRADE TO UNLIMITED

Konnectd replaces over $800/mo of tools. One login. One price.

Simple pricing. Set up for you.

Month-to-month. No contracts. Assistants and processors are always free.

Essentials

Your CRM, inbox, and Arive sync. Built and running for you.

$197/month $1,970/year

+ $199 one-time done-for-you setup About $164/month. Setup included. Save $593.

Start with Essentials

Your pipeline

ARIVE integration and maintenance
Mobile app

Talk to borrowers

One inbox for calls, texts, email, and DMs
Inbox Radar: sorts your inbox and drafts replies in your voice
Power dialer, call tracking, and call recordings

Follow-up that runs itself

Ready-made follow-up for every situation, from new lead to past client
AI past-client reactivation
Done-for-you AI websites and landing pages

Included

Done-for-you onboarding
500 text and email credits a month, unused credits roll over

Growth

Adds AI that finds loans, keeps past clients warm, and wins agent referrals.

$297/month $2,970/year

+ $199 one-time done-for-you setup About $248/month. Setup included. Save $793.

Unlock Growth

Everything in Essentials, plus:

AI that finds loans

Kai, run your CRM by text or voice
Savings and equity scanner on your whole book
Payment savings alerts, target rate alerts, scenario analysis
Instant loan quotes
AI chat agents for your website and inbox

Past clients

Done-for-you client newsletter
Monthly home value emails
KonnectVid video in texts and emails

Realtor referrals

Agent Intelligence: who sends you loans, ranked
Done-for-you agent newsletter and co-branded reports
RETR realtor data free for 30 days

Included

Priority support and 1-on-1 strategy calls
1,000 text and email credits a month, unused credits roll over

Growth + RETR

Everything in Growth, with RETR realtor data built in.

$397/month $3,970/year

+ $199 one-time done-for-you setup About $331/month. Setup included. Save $993.

Get Growth + RETR

Everything in Growth, plus:

RETR, included

Find top agents by location, volume, and loan type
Add agents to your CRM in seconds
Agent transaction history and recent deals
Alerts when a past client lists their home

Essentials is the full CRM and marketing platform. Growth adds the AI that finds loans in your database and the tools to win realtor referrals. Not sure which fits? Book a demo and we'll help you pick.

Add when you need it

Extra loan officer seat

$50/month

Each LO gets their own login, inbox, and pipeline. Assistants are always free.

RETR realtor data

$130/month

See which agents close the most loans in your market. 30 days free on the Growth plan.

Text from your own cell

from $19/month

$29/month for iPhone (iMessage). $19/month for Android. Your one-on-one texts go out from the number your clients already know. Campaigns and automations keep sending from your business line, so your personal number never gets flagged as spam.

How texting, calling, and email are billed

Every plan includes monthly credits: 500 on Essentials, 1,000 on Growth. Credits cover your texts, calls, email, and carrier fees. Unused credits roll over. Most loan officers never go over. If you do, you pay only for what you use:

Text message	$0.0141 per text
Email	$0.0012 per email
Outbound call	$0.0138 per minute
Incoming call	$0.0145 per minute
Call transcription	$0.038 per minute
Text from your own cell	$29/month iPhone (iMessage) · $19/month Android No per-text cost. For one-on-one texts, not campaigns.

A text is one 160-character segment. Carrier fees pass through at cost. Full rates are in the Subscription Agreement.

Running a team or brokerage?

Custom plans for teams: volume pricing, team onboarding, and support built around how your shop runs.

Talk to us

What you get

Everything in one place

One login for your pipeline, your follow-up, and the AI that finds your next loan.

Pipeline synced with Arive

Loans move to the next stage on their own. No double entry.

One inbox

Calls, texts, email, and DMs in one thread per contact, on web and phone.

Inbox Radar

Sorts your inbox, flags what needs you, and drafts replies in your voice. You approve the send.

Add-on

Text from your own cell

One-on-one texts go out from the number your clients already know.

Power dialer

Call down a list back to back. Every call is logged on the contact.

Call recordings and notes

Every call is recorded, transcribed, and saved to the contact. You get a summary and a follow-up email, ready to go.

Growth

Kai, your AI assistant

Text Kai to update a loan, send numbers, or set a follow-up.

Growth

Savings and equity scanner

Scans your whole book for clients who could lower their payment, tap equity, or drop PMI.

Rate Watch reports

Rate updates sent to your clients on a schedule, set up for you.

Growth

Target rate alerts

You know the day a client's target rate hits, with their new payment ready.

Growth

Instant loan quotes

Send a borrower a clean, branded quote in a few clicks.

Past-client reactivation

AI reaches out to old leads and past clients and books the ones who reply.

Ready-made follow-up

A campaign for every situation, from new lead to past client. Already built.

Growth

Done-for-you newsletters

Past clients get monthly news and their home's value. Agents get co-branded reports.

Growth

Agent Intelligence

See who sends you loans, ranked, with their deal history.

Growth

KonnectVid

Record a quick video and send it in a text or email.

Also included Calendar booking Reporting Done-for-you AI websites Review requests Forms and surveys Mobile app

Start with Essentials – $197/mo

Unlock Growth – $297/mo

Start with Essentials – $197/mo

Unlock Growth – $297/mo

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.