Plans & Pricing
Your brand, your domain, your book of business — websites that capture the lead, a CRM built so no client ever gets a “did you see my note?” after they already replied, and a Hub that opens the office's day on one screen.
Pricing for single-person users is available. Contact us for more details.
BranchPage Websites
Your brokerage, on-brand
Your colors, logo and domain, a page for every loan originator, leads into BranchPage CRM, compliance rendered automatically.
Professional
The full website platform — branded, compliant, capturing leads.
- A branded website for your brokerage — your colors, your logo, your own domain
- Built-in lead capture — integrated with BranchPage CRM, credited to the right person
- Personal pages for every loan originator
- Mortgage compliance handled automatically — and it can't be edited away
- Always current — updates and security handled for you, no developer needed
Professional AI
Everything in Professional, plus your sites answer for themselves. Includes up to $80/mo of AI usage per office, all its LOs combined.¹
- Paige, the AI assistant — greets and helps your visitors 24/7, in your voice, from your own content
- Turns visitors into leads — qualified, captured and handed to the right loan originator while you sleep
- AI landing pages — describe the page you want and review a complete draft before it goes live
¹ Professional AI includes up to $80/month of AI usage per office (all its loan originators combined) — enough for normal visitor traffic; if your sites outgrow it, we'll size an add-on together. Prices per office. Annual contracts save 10% and are billed yearly. White-label throughout — nothing customer-facing says BranchPage. Custom features and plugins on request, scoped separately.
BranchPage CRM
The follow-up stops the moment they reply
White-label under your brand, in your industry's language. Every plan includes 5 seats, and automated texts go out on your contact's clock, not your office's.
Professional
The core CRM — contacts, pipeline and follow-up that never drops a reply.
- Contacts, pipeline and deals — your whole book of business in one place
- Follow-up that runs itself — and stops the moment someone replies
- One inbox — every conversation where the whole team can see it
- Speaks mortgage — loans, programs and milestones as first-class records
- Reports — where the business comes from and how fast you answer it
- Video messages — record a video inside the CRM and send it in a reply, a one-off email, a campaign or an automated journey
Professional AI
Everything in Professional, plus AI and the tools that find the next conversation.
- An AI assistant that knows your book — ask it anything, get on-brand drafts in seconds
- Radar — surfaces the clients worth reaching out to today, on its own
- Marketing Studio — branded templates and campaigns to any audience
- Fits your existing systems — your data, your fields, your statuses
Professional AI+
Everything in Professional AI, plus the full growth & integration suite.
- The full AI suite — a daily briefing that knows your day, automations built from one prompt, and AI-generated marketing — every piece a draft you approve
- Two-way texting (SMS) — conversations and automated touches²
- Social media, from the CRM — write once and post to your Facebook Page, Instagram and LinkedIn, now or on a schedule; answer Facebook and Instagram comments without opening either app
- Grow the book — prospecting and lead-capture pages
- Secure client documents — a vault your clients can trust
- Connects to everything — developer API, webhooks and your favorite tools
New in the CRM
Social media — one composer for your Facebook Page, Instagram and LinkedIn, a calendar to schedule it, comments answered from the CRM, and likes and comments per post so you see what worked. For mortgage teams, your NMLS line is added for you and risky wording is flagged before you post. See how it works
Video in email — record from your webcam inside the CRM, or upload one, and drop it into an inbox reply, a one-off email, a campaign or an automated journey step. Works from your phone too — install the CRM as an app and record straight from the camera, no desktop needed. The recipient sees a thumbnail that opens a watch page. Included on every plan.
Add-ons — available on any plan
Managed Telephony — click-to-call from every contact record on a dedicated business number. Priced separately; ask for the telephony packages.
Bring your own Twilio — already have a Twilio account? We connect it to your CRM for a one-time $750 implementation fee. No recurring charge.
² Texting runs on your own Twilio account and carrier (10DLC) approval; we guide you through registration. Usage billed by your carrier. Prices per workspace, billed monthly; annual contracts save 10%. Implementation and onboarding scoped separately.
BranchPage Hub
The first screen your office opens
The layer on top of BranchPage CRM: what needs you today, the office's apps, documents and updates — in your brand, under your name. Annual contracts save 10%.
Professional Hub
The whole Hub — the office's home screen, library, updates and tools.
- The day, from your CRM — the office announcement, new leads nobody has called, today's tasks and the replies waiting on you
- Inbox digest, social and news — your Outlook or Gmail inbox sorted into clients waiting, things to sign and lender updates; new comments on your Facebook and Instagram posts; public agency headlines in the topics you pick
- Quick Launch — up to twelve tiles, favourites first, your own tiles in the order you drag them
- Library and updates — documents in seven categories, every upload scanned before anyone can open it; memos, lender updates and announcements
- Calendar and performance — one shared office calendar; closed volume and an office leaderboard from your CRM's loans
- Tools — payment calculator, QR codes, short links with click counts, your share link with its QR, and a live rates band
- Onboarding — a checklist for every new hire
- Admin and brand — one Manage screen, the office's name, logo and colours
Professional AI Hub
Everything in Professional Hub, plus the Hub's AI.
- Paige, the Hub's AI assistant — answers from the office's own updates, library and admin notes; says it is an AI, never quotes a rate
- Summarize my inbox — AI that summarizes what's waiting in your inbox into the most important messages and the to-dos, on demand
- Every AI feature the Hub adds — included as it ships, no new line on the bill
Add-on to BranchPage CRM — the Hub signs in with the CRM and shows its leads, tasks and replies. Prices per office, billed monthly; annual contracts save 10% and are billed yearly.
Bundle it: Websites + CRM + Hub
One integrated system: a lead captured on any office site lands in the CRM already validated, deduplicated and assigned to the right team member, and the Hub opens the office's day on it — nothing to integrate, nothing to sync. Bundle pricing on request.