Pro Pricing for Mortgage Brokers

See pricing for: Real Estate Agents Mortgage Brokers Accountants Financial Planners Real Estate Investors

Professional membership levels available for Mortgage Brokers and Mortgage Bankers to attract more clients and better serve existing clients.

Included Assets Real Estate Financial Planner™ Professional Membership Plans
FREE Plan Professional Plan Elite Plan
Marketing Tools to Attract New Clients
Lead Generation Funnels Not Included More Coming Soon More Coming Soon
Deal Analysis Spreadsheet Not Included Included Included
Rental Bookkeeping Spreadsheet Not Included Included Included
# Content Articles Per Month None 4 Articles 4 Articles
# Listings In REFP Directory None 1 City Coming Soon 3 Cities Coming Soon
Click to Upgrade Now... FREE $199/month $299/month
Tools and Resources to Give Away To Serve Your Existing Clients
Book Sponsorship Program Not Included Coming Soon May, 2019 Coming Soon May, 2019
Deal Analysis Spreadsheet Not Included Included Included
# REFP Plus Account Coupons None 100 Coupons 200 Coupons
Dollar Value of Plus Account Coupons $0 $19,900 Value $39,800 Value
Click to Upgrade Now... FREE $199/month $299/month
Your Real Estate Financial Planner™ software Account Specs
# Scenarios 1 100 200
# Accounts 2 100 200
# Properties 2 100 200
# Properties per Scenario 11 / 20 / 25 /
# Rules 2 200 400
# Goals 1 100 200
# Monte Carlo per Scenario None 10 / 100 /
Monte Carlo Charts No Yes Yes
Expected Value Charts No Yes Yes
Advanced Tax Modeling No Coming Soon Coming Soon
Machine Learning Optimization No No No
# Folders None 50 100
Blueprints No Coming Soon Coming Soon
# Charts 100+ 100+ 100+
Compare Scenarios on Charts No Yes Yes
Click to Upgrade Now... FREE $199/month $299/month
Support Options
Email Support Mon-Fri 9 AM-4 PM MST Yes Yes Yes
Email Response Time 2 Business Days Next Business Day Same Business Day
Pro Office Hours Webinars None Tuesdays 10 AM MST Tuesdays 10 AM MST
Live Screen-Share Support/Setup $150/30 minutes $100/30 minutes $75/30 minutes
Click to Upgrade Now... FREE $199/month $299/month
Additional Technical Specifications
Run Priority Lower Means Faster Lowest High Higher
Monte Carlo Run Priority None Lowest Lowest
Days Until Archived 3 60 120
Chart Export Resolution in pixels 640 × 360 1,280 × 720 1,280 × 720
Click to Upgrade Now... FREE $199/month $299/month

See pricing for: Real Estate Agents Mortgage Brokers Accountants Financial Planners Real Estate Investors

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