Flat-rate pricing for broker shops

Pick the plan that matches your rep count. Every plan starts with a 14-day free trial. AI underwriting and OCR billed monthly based on applications processed.

Starter
For small broker shops getting started.
$125/mo
  • 5 broker rep seats
  • Branded apply pages & e-sign
  • Pipeline & rep management
  • 14-day free trial
Growth
Scaling teams with multiple ISO reps.
$215/mo
  • 10 broker rep seats
  • Branded apply pages & e-sign
  • Pipeline & rep management
  • 14-day free trial
Scale
Established shops running 20 reps.
$300/mo
  • 20 broker rep seats
  • Branded apply pages & e-sign
  • Pipeline & rep management
  • 14-day free trial
Enterprise
More than 20 reps, custom integrations, or volume pricing.
Custom
  • Unlimited reps
  • Volume AI/OCR pricing
  • Dedicated onboarding

AI underwriting & OCR — billed monthly

On top of your subscription, we charge for AI-assisted underwriting per submitted application:

Tally is shown live in your billing dashboard. Charged to your card at the end of each month.