Three tiers.
No contracts.
No surprises.
Every plan is built personally by Stacy. Pick the tier that fits where your brokerage is today — you can always upgrade. And if you qualify, your first buildout is completely free.
Choose your tier
Not sure which plan is right for you? Apply for the free buildout — Stacy will recommend the right fit on the intake call.
Best for: brokers getting started with automation
Best for: active brokers ready to scale lead volume
Best for: established brokers building a long-term pipeline
What does one extra closed loan per month mean for you?
BrokerAI System pays for itself with a single conversion it would have otherwise lost to slow follow-up. See your numbers.
Projections based on documented speed-to-lead conversion studies. Individual results vary based on market, loan products, and lead source quality.
Everything that’s included — at a glance
Every feature across all three plans.
| Feature | Starter $297/mo |
Growth $597/mo |
Pro $997/mo |
|---|---|---|---|
| Lead Capture | |||
AI lead capture page On your domain, your branding | ✓ | ✓ | ✓ |
Full 5-page WordPress site | — | ✓ | ✓ |
AI borrower FAQ bot Embedded on your site, 24/7 | — | ✓ | ✓ |
| Follow-Up Automation | |||
60-second email response | ✓ | ✓ | ✓ |
SMS speed-to-lead alert | — | ✓ | ✓ |
Email follow-up sequence | 5 emails | 90-day drip | 90-day drip |
Lead magnet PDF Custom to your loan products | ✓ | ✓ | ✓ |
| CRM & Pipeline | |||
HubSpot CRM pipeline setup | ✓ | ✓ | ✓ |
Real-time lead notifications | ✓ | ✓ | ✓ |
Full HubSpot deal automation Rules, triggers, task automation | — | — | ✓ |
Realtor referral partner system | — | — | ✓ |
| Content & SEO | |||
Monthly SEO blog post | — | ✓ | ✓ |
Monthly social content kit 4 posts with captions | — | — | ✓ |
Loan description generator | — | ✓ | ✓ |
| Support & Optimization | |||
Compliant messaging review | ✓ | ✓ | ✓ |
Monthly performance report | ✓ | ✓ | ✓ |
Monthly strategy call with Stacy | — | 30 min | Bi-weekly |
Priority support | — | — | 24-hr response |
Quarterly system audit | — | — | ✓ |
| Not sure which plan? Start with the free buildout. | Start free | Start free | Start free |
Built by a broker. Not a marketing agency.
No matter which tier you choose, these are the foundations every BrokerAI System buildout is built on.
The free buildout is genuinely free. We build your complete AI lead system at no charge for qualifying brokers. The catch — if you call it that — is that we only take 3 at a time, we review every application personally, and we do expect that if the system works for you, you’ll convert to a paid monthly plan. But there’s no obligation. If after the buildout it’s not a fit, you keep everything we built and there’s no charge. We offer free buildouts because they’re the best proof-of-concept we can give you.
The setup fee is charged once, at the time we begin your buildout — after your intake call is complete and before we start building. For free buildout recipients, the setup fee is waived. For paid clients starting on a specific tier, the setup fee is invoiced before build day one. Monthly subscription billing begins on the day your system goes live.
Yes — you can upgrade at any time and we’ll build out the additional components in the following billing cycle. Downgrading is also available with 30 days notice — you’ll move to the lower tier at your next renewal date. The most common path is starting on Starter or Growth after the free buildout and upgrading to the next tier once you see your pipeline filling up.
No. Everything built during your engagement is yours. Your WordPress site stays on your hosting, your domain stays in your registrar account, and your HubSpot contacts and pipeline data are fully exportable. If you cancel, we transfer full admin access to everything and you keep the system. The only thing that stops is our ongoing maintenance, optimization, and monthly content services.
Yes. While BrokerAI System was founded in Florida, we build systems for independent mortgage brokers across the United States. Compliance messaging is reviewed for general federal mortgage marketing standards — you are responsible for ensuring compliance with your specific state’s requirements, and we recommend having your compliance officer review final messaging before launch.
Three things set us apart. First, BrokerAI System was founded by a dual-licensed mortgage broker and real estate broker with 24 years in the industry — not a marketer who learned what mortgages are last year. Second, we build systems you own permanently — not campaigns that disappear when the contract ends. Third, we’re priced for independent brokers, not enterprise teams. A typical marketing agency charges $3,000–$8,000 per month for less infrastructure than our Growth plan.
Start with the free buildout.
See the system working.
No credit card. No commitment. Stacy reviews your application personally within 24 hours. If it’s not a fit, she’ll tell you honestly. If it is — your system is live in 7 days.
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