PRICING THAT GROWS WITH YOU

Find your
next gear.

From your first lead to your next branch.
A connected mortgage workflow, at your scale.

Draft pricing · Illustrative plans for review, not a purchase offer.

Bronze

A strong start for the
independent loan officer.

$200/ month

Billed monthly

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YOUR CORE WORKFLOW

  • 1 loan officer seat
  • Lead & borrower workspace
  • Mortgage quote scenarios
  • Scenario updates & re-quoting
  • Lead activity & status tracking
  • Guided onboarding

Get organized. Get the conversation started.

Gold

More coordination for
a growing brokerage.

$1,000/ month

Billed monthly

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EVERYTHING IN SILVER, PLUS

  • 15 loan officer seats
  • Multi-branch coordination
  • Role & permission management
  • Stage-based team delegation
  • Branch activity visibility
  • 5 LOA / processor seats

A shared direction, across your business.

All prices, seats, inclusions, and discounts above are mock proposals. Final packages require confirmation. Third-party CRM, messaging, lead purchases, and pricing-provider charges are not included in these illustrative prices.

A bigger team or a different setup?

Let's talk through your branches, people, and connections.

Book a demo

THE DETAILS, SIDE BY SIDE

Built on the same foundation.
Room for more connection.

Proposed packaging of TLZ capabilities.

Draft Bronze, Silver, and Gold feature comparison
Your workflow Bronze Silver Gold
PEOPLE & ACCESS
Loan officer seats 1 5 15
LOA / processor seats 2 5
Branch coordination Single workspace Single branch Multiple branches
LEADS & QUOTING
Lead and borrower workspace Included Included Included
Loan scenarios and re-quoting Included Included Included
Lead activity and status tracking Included Included Included
Connected lead ingestion Included Included
CONNECTION & COORDINATION
HighLevel CRM sync Included Included
Quote delivery and SMS workflows Included Included
Lead routing and assignment Personal workspace Team routing Branch & team routing
Stage-based delegation Included
Role and permission administration Included
Onboarding Guided Team setup Branch setup

BEFORE YOU CHOOSE

Simple questions.
Clear answers.

Are these final prices?

No. Bronze, Silver, and Gold are illustrative packages for review. Prices, seat counts, feature availability, onboarding, and billing terms are proposals and are not currently available for purchase.

What does annual billing mean?

The annual option shows an illustrative 10% discount. The displayed monthly equivalent is billed as one annual amount: $2,160 for Bronze, $5,400 for Silver, or $10,800 for Gold. Final contract and renewal terms still need to be confirmed.

Are messaging and CRM costs included?

These proposed platform prices exclude third-party HighLevel subscriptions, SMS and carrier fees, purchased leads, and pricing-provider charges. Your configured integrations and usage will determine those separate costs.

Can we add people or branches?

Bring your team structure to the demo. We can discuss the number of loan officers, assistants, processors, and branches you need. Additional-seat and custom-configuration pricing has not been set.

Is there a free trial or a setup fee?

Trial availability, implementation scope, setup charges, and support commitments have not been finalized. A demo is the next step to explore your workflow and requirements.

YOUR NEXT MOVE

Let's find your team's fit.

Start with a conversation about how you work.

Book a demo