Simple plans. Serious growth.
Two straightforward plans built for where you are — from an established business chasing growth to LOs going all-in on agent relationships.
RETR is our realtor-relationship engine — it powers everything below. If winning and nurturing agent business isn’t your focus right now, Expert already has the full platform, and you can add RETR anytime.
We offer custom enterprise plans — volume pricing, team onboarding, and dedicated support built around how your shop runs.
Expert is the complete CRM & marketing platform. Master simply adds RETR — the tools to find, win, and keep top agents. Not your focus yet? Start with Expert. Book a demo if you'd like help choosing.
Every plan is built on the same powerful core — a customizable CRM with a true 360° view of every contact.
Manage all your leads, contacts, and accounts with a 360° view to engage more and keep track.
Keep track of every interaction across contacts and accounts and improve your engagement.
Manage follow-up with task management and calendars using the views that fit how you work.
Seamless integration with third-party CRM systems and apps to manage your client database.
Let clients book directly, cut the back-and-forth, reduce no-shows, and boost satisfaction.
Make data-driven decisions with insight into campaigns, traffic, leads, and sales performance.
Drag-and-drop builder, pre-designed templates, and A/B testing for high-converting pages.
Create, schedule, and track email, SMS, and social — with templates and audience segments.
This is just the core — explore everything RAD can do →
Proven automations, pre-written templates, and deep LOS integrations — a business in a box, purpose-built for loan officers.