Plans & Pricing
Your brand, your domain, your book of business — websites that capture the lead, and a CRM built so no client ever gets a “did you see my note?” after they already replied.
BranchPage Websites
One platform, every office on-brand
Colors, logo, template and domain per office, leads delivered to your CRM, compliance rendered automatically.
Professional
The full website platform — branded, compliant, capturing leads.
- Branded websites — per-office colors, logo, template and domain. Four distinct templates, unlimited brand identities
- Lead capture & funnels — contact forms plus a branching, multi-step prequal funnel that routes and scores every visitor
- Loan-originator pages — headshots, bios, and attribution that sticks through every form
- CRM delivery — submissions validated, deduplicated and delivered to your CRM, attributed to the right LO
- Compliance engine — NMLS labels, Equal Housing, state disclaimers, locked legal pages and cookie consent, automatic and can't be edited away
- Analytics dashboard — per-office and per-LO health, page views and lead pipeline
- One platform underneath — fixes, features and security updates land on every office site at once
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 every visitor on every office site the moment they land, day or night
- Answers in your voice — questions about your offices, programs and process, on-brand and only from your own content
- Qualifies before you wake up — asks the qualifying questions and turns a visitor into a scored, routed lead
- Hands off to the right person — every conversation lands attributed to the right LO, with the context captured
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 TCPA-aware quiet-hours compliance on all outreach.
Professional
The core CRM — contacts, pipeline and follow-up that never drops a reply.
- Contacts, pipeline & groups — stage tracking, CSV import & bulk uploads
- Smart Workflows — automated follow-up that pauses itself the moment a contact replies
- Unified inbox — email conversations in one place
- Engagements / Loans — a record per piece of sold work, with milestones and value
- Loan programs — Conventional / FHA / VA / Jumbo on every contact, with group rules that read it
- Reports & dashboards — pipeline, sources, speed-to-lead and team activity
Professional AI
Everything in Professional, plus AI and the tools that find the next conversation.
- Marketing Studio — branded email templates & marketing materials
- AI assistant — ask your book of business anything
- AI email drafting — on-brand drafts from the contact's own history
- Radar — watches your book for reasons to reach out and raises them as opportunities
- Status Mapping — translate your LOS or external system's statuses into your pipeline
- Up to 20 custom fields — mapped in from CSV uploads or your connected system
- Broadcasts — one-time mass email to any group or audience
Professional AI+
Everything in Professional AI, plus the full growth & integration suite.
- AI Companion — proactive daily briefing, chat with memory, morning digest
- AI Automation — one prompt builds the group, lead routing, smart workflow and email draftsComing soon
- Texting (SMS) — two-way texting inbox & SMS workflow steps²
- Social — multi-network post composer & media library³
- Prospecting — search new prospects by industry, title and location
- Documents — secure, malware-scanned client document vault
- Funnel pages — lead-capture landing pages that qualify and score
- Property materials — single-property sites, open-house pages & flyers⁴
- Claude AI connector (MCP) — talk to your CRM from Claude: find contacts, open a record, create leads, log events, move loan milestones, pull today's actions
- Developer API & webhooks — REST API, API keys, Zapier & Jira integrations
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. ³ Direct social-network publishing pending network approval; composing and image generation available today. ⁴ Requires your own MLS data connection. Prices per workspace, billed monthly; annual contracts save 10%. Implementation and onboarding scoped separately.
Bundle it: Websites + CRM
One integrated system: a lead captured on any office site lands in the CRM already validated, deduplicated and assigned to the right team member — nothing to integrate, nothing to sync. Bundle pricing on request.