Simple, Predictable Pricing

Close more loans.
No billing surprises.

Flat monthly pricing that scales with your mortgage business. No credits, no overages, no guessing. Cancel anytime.

Starter
$299/mo

For solo loan officers getting started with AI-powered growth.

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What's included
  • ✓ 1 AI Agent (choose from Lead Nurture, Ad Manager, or Pipeline)
  • ✓ Automated lead follow-up — SMS & email
  • ✓ <5 minute lead response time
  • ✓ Up to 200 leads/month
  • ✓ Basic performance dashboard
  • ✓ Email support (48h response)
  • ✓ 30-minute onboarding call
⭐ Most Popular
Growth
$599/mo

For growing teams ready to run a full AI mortgage workforce.

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Everything in Starter, plus
  • ✓ 3 AI Agents running simultaneously
  • ✓ AI-Powered Facebook & Instagram Ad Campaigns
  • ✓ Advanced lead qualification & routing
  • ✓ Automated appointment booking on your calendar
  • ✓ Up to 750 leads/month
  • ✓ Full analytics & cost-per-funded-loan tracking
  • ✓ Priority support (4h response)
  • ✓ CRM integration (follow-up boss, salesforce)
Enterprise
Custom

For mortgage companies running full-scale AI operations across teams.

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Everything in Growth, plus
  • ✓ Unlimited AI Agents
  • ✓ Dedicated Customer Success Manager
  • ✓ Unlimited leads/month
  • ✓ Custom AI agent workflows built for your process
  • ✓ Custom integrations (LOS, CRM, telephony)
  • ✓ Multi-branch & team management
  • ✓ SLA guarantee + 1h support response
  • ✓ Quarterly business reviews
Full Breakdown

Compare Every Feature

See exactly what you get at each tier. No hidden limits.

Starter $299/mo Growth $599/mo Enterprise Custom
AI Agents
Number of AI Agents 1 3 Unlimited
Lead follow-up (SMS + email) ✓ ✓ ✓
Lead qualification & routing Basic Advanced Custom
Automated appointment booking — ✓ ✓
Custom agent workflows — — ✓ Built for you
Ads & Marketing
AI-powered ad campaigns — ✓ FB + Instagram ✓ All channels
Homebuyer lookalike audiences — ✓ ✓
AI creative optimization — ✓ ✓
Real-time budget allocation — ✓ ✓
Volume & Limits
Leads per month Up to 200 Up to 750 Unlimited
Contacts in CRM 2,500 10,000 Unlimited
Team seats 1 5 Unlimited
Analytics & Reporting
Performance dashboard Basic Full Custom
Cost-per-funded-loan tracking — ✓ ✓
Lead source attribution — ✓ ✓
Integrations
Calendar sync (Google, Outlook) ✓ ✓ ✓
CRM integration — ✓ Follow Up Boss, Salesforce ✓ Any CRM + LOS
Custom API integrations — — ✓ Built for you
Support
Onboarding call 30 min 60 min + setup Full white-glove
Support response time 48 hours 4 hours 1 hour SLA
Dedicated success manager — — ✓
Quarterly business reviews — — ✓
Got Questions?

Common Questions

Is there a contract or commitment?
No. All plans are month-to-month. Cancel anytime — no cancellation fees, no lock-in. We earn your business every month.
What happens if I exceed my lead limit?
We'll reach out before you hit your cap. You can upgrade to the next plan or purchase an add-on. We never drop leads or charge surprise overages without telling you first.
How fast can I get started?
Book a demo today — most teams are live within 48 hours after the call. We handle setup, connecting your calendar, and configuring your first AI agent. You don't need IT.
Do I need to pay for ad spend separately?
Yes. Ad spend goes directly to Facebook/Instagram and is separate from your AgentSmart subscription. We manage the campaigns; you control the budget. Minimum recommended spend is $10/day.
Can I switch plans later?
Absolutely. Upgrade or downgrade at any time. Changes take effect at the start of your next billing cycle.
Is AgentSmart compliant with mortgage regulations?
Our agents are built specifically for mortgage workflows and follow RESPA-safe communication practices. All outbound messaging is opt-in compliant. We recommend reviewing your state's specific regulations with your compliance officer.
Get Started Today

See AgentSmart in 15 minutes

Book a free demo. We'll show you exactly how your AI agents will work, how fast you can go live, and what results to expect for your market.

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