Pricing? We're getting there.

We're still building the tools. Once they're ready, we'll figure out pricing that makes sense — maybe monthly, maybe per-use, maybe both. No surprises, no gotchas.

OnBoard

In Beta

Automated pre-call research. Never show up to a meeting unprepared.

Pricing TBD
Currently free for beta testers
  • Automatic prospect research
  • KYC prep doc generation
  • Calendar enrichment
  • Pre-call email to prospects
  • Cal.com integration
Join Waitlist

Complai

In Beta

KYC form, client agreement, and digital ID verification. One link.

Pricing TBD
Currently free for beta testers
  • KYC form completion
  • Identity verification
  • Electronic signatures
  • Client portal link
  • Organized file output
Join Waitlist

DocAI

Almost in Beta

AI bank statement review. Minutes, not hours.

Pricing TBD
Might be per-use. Might be monthly. We'll see.
  • PDF bank statement upload
  • AI transaction analysis
  • Large deposit flagging
  • Broker review report
  • Client explanation letter
Join Waitlist

RespondAI

Getting There

AI email drafting. Your voice, your tone. Way faster.

Pricing TBD
Might be per-use. Might be monthly. We'll see.
  • AI-drafted responses
  • Client communication
  • Lender correspondence
  • Tone matching
  • Template library
Join Waitlist

The FoF Package.

OnBoard + Complai together. Everything from the discovery call through compliance — one subscription, one price, less than buying them separately. Details coming when we nail the pricing down.

Join Waitlist

Pricing FAQ

When the tools are ready. We're not going to slap a price on something we're still building. Waitlist members will be the first to know — and the first to get any early-bird deals.
Honestly, we're still figuring that out. Some tools might make more sense as a monthly subscription, others might work better per-use. We'll pick whatever feels fairest — you shouldn't pay for something you're not using.
No. Whatever the pricing model ends up being, there won't be contracts or cancellation fees. Stay as long as the tools are useful.
OnBoard + Complai bundled together. Everything from the discovery call through compliance — one subscription, less than buying them separately. Exact pricing coming soon.
That's the plan. Beta testers get early access at no cost. Join the waitlist and you'll be first in line.
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