TechStack
Pricing

We only make money
when you do.

Performance pricing across all three engines. A small monthly base covers our infrastructure — plus a flat fee on every booking or deal we recover for you, capped so you never pay more than our Flat rate. Month-to-month. No contracts. Cancel anytime.

How the model works

Low base. Per-deal fee. Monthly cap.

01

Low base, high alignment

A small monthly fee covers our infrastructure, onboarding, and support. That's the only fixed cost — so starting is easy and you're not out much if it doesn't fit.

02

Flat fee per recovered booking/deal

When a past-book client books (or closes a loan) through our campaign, we take a flat fee. When we don't deliver, we don't get paid. Incentives stay aligned.

03

Monthly cap protects you

Above a set monthly cap, additional recoveries are free to you. You're never penalized for a great month. At very high volume you move to Flat — simpler, cheaper.

Service Suite
·
Retention IQ + Revenue IQ

For service businesses that live on repeat bookings.

Medspas · salons · dental · massage · fitness · pet grooming

Most owners start here

Performance

We only make money when you do.

$299 /mo base
+ $35 per recovered booking
Capped at $1,499/mo total — never more than Flat.
Pays for itself at 1 recovered booking/mo
  • — Both engines included
  • — Retention: drift detection, segmentation, draft-for-review outreach
  • — Revenue: demand heatmap, dead-time detection, provider scorecards
  • — Every recovered booking tracked in the dashboard
  • — Month-to-month · no contract
Book a demo

Flat

For practices with proven recovery volume.

$799 /mo
All-inclusive · no per-booking fees
Fully predictable cost. Better once you cross ~20 recoveries/mo.
One reactivated high-LTV client covers it
  • — Everything in Performance
  • — No per-booking fee, no cap to hit
  • — Best for practices with proven cadence
  • — Fully predictable for budgeting
  • — Month-to-month · no contract
Book a demo

Multi-Location

3+ locations · shared book & analytics.

$649 /mo per location
Performance or Flat — your choice, per location
Consolidated dashboard, per-location reporting, shared book.
One multi-location campaign covers the year
  • — Everything in Performance or Flat
  • — Volume pricing at 3+ locations
  • — Consolidated multi-location dashboard
  • — Per-location and aggregate reporting
  • — Dedicated customer success manager
Book a demo

Learn more about Retention IQ and Revenue IQ individually, or go deeper into the medspa-specific positioning on our medspa landing page.

Refi IQ
·
Refi intelligence for mortgage loan officers

For mortgage loan officers working a luxury book.

Jumbo · construction · private wealth · non-bank brokers

Most LOs start here

Performance

We only make money when you do.

$399 /mo base
+ $85 per closed deal from your past book
Capped at $1,499/mo total — never more than Flat.
Pays for itself at 1 recovered deal/quarter
  • — All seven triggers + self-analyzer
  • — Career-book consolidation across any LOS
  • — Compliance-aware outreach drafts
  • — Every recovered deal tracked in the dashboard
  • — Month-to-month · no contract
Book a demo

Flat

For LOs with proven volume who want predictability.

$999 /mo
All-inclusive · no per-deal fees · no cap
Better once you cross ~8 recovered deals/mo.
One recovered jumbo refi covers the year
  • — Everything in Performance
  • — No per-deal fee, no cap to hit
  • — Best for LOs with established reactivation cadence
  • — Fully predictable for budgeting
  • — Month-to-month · no contract
Book a demo

Partner Network

LO–realtor teams working in lockstep.

$549 /mo per seat
Performance or Flat across the partnership
Shared book, co-branded outreach, unified reporting. 2–5 seats.
One co-branded close covers both seats
  • — Everything in Performance or Flat
  • — Shared book visibility LO + realtor
  • — Co-branded outreach templates
  • — Unified partnership reporting
  • — Volume pricing across seats
Book a demo

See the full Refi IQ product page for the seven-trigger breakdown, self-analyzer demo, and competitive comparison vs Sales Boomerang, Total Expert, and HomeBot.

Enterprise

Multi-location. Multi-product. Custom.

Chains, franchise operators, multi-branch mortgage teams, DSOs, PE-backed rollups. Custom pricing with volume Performance or flat per-seat, SSO via Google/Microsoft/Okta, SCIM provisioning, custom BAA and state compliance attestations, API access, dedicated customer success team, and quarterly business reviews.

Request enterprise pricing
Common questions

What people ask before they buy.

How does Performance pricing actually work? +
A small monthly base covers our infrastructure and onboarding — that's always charged. On top, you pay a flat fee for every booking or deal recovered through our campaigns. Each month's per-deal fees are capped — above that cap, additional deals are free to you. You're never penalized for a great month, and you never pay more than the Flat rate.
How do you know a booking was actually recovered through your tool? +
Every draft email and SMS carries a unique tracking link. Every flash offer carries a unique promo code. If a dormant client (90+ days since last visit) books within 14 days of receiving a campaign, it counts. You see every attributed booking with its source campaign in your dashboard, and you can dispute anything that wasn't ours. We drop disputed attributions — trust matters more than a few dollars.
Can I switch between Performance and Flat? +
Yes. Any time. Most practices start on Performance (lower risk, aligned incentives) and move to Flat once they're running consistent volume. We'll show you the math month-over-month so you can tell when to switch.
Is there a contract or minimum term? +
No annual contracts. Everything is month-to-month. Cancel whenever. Founding Partners get 10 months at zero base + reduced per-deal rate, then grandfathered Performance pricing forever.
Do I have to use the whole suite? +
The Service Suite is Retention IQ + Revenue IQ bundled — they compound best together, but you can start with either. Refi IQ is standalone. Enterprise pricing is custom.
What about HIPAA / RESPA / TILA compliance? +
For medical practices (medspa, dental): BAA signed before real client data touches the system. AES-256 at rest, TLS 1.3 in transit, 6-year retention. For mortgage: RESPA, TILA, TCPA, and Fair Housing compliance notes attach to every outreach draft. Enterprise tiers include custom attestations.
How long until I see bookings or deals? +
Service Suite: most practices see first Retention IQ bookings within 24-72 hours of launching a campaign. Refi IQ: first recovered deals typically close within 30-45 days of starting outreach.
What booking systems or LOS do you support? +
Service Suite: any system that exports a CSV — Dentrix, Open Dental, Eaglesoft, Curve, PatientNow, Zenoti, Boulevard, Aesthetic Record, Vagaro, Mindbody, and others. Refi IQ: Encompass, Fairway legacy, Monument, Benchmark, Jungo, Surefire, and legacy LOS systems via CSV.

Still not sure which plan fits?

15-minute call. We'll look at your book or calendar and tell you exactly which plan will net out cheaper — and when to switch.

Grab a time on our calendar Sign in
15 minutes · no sales pitch Works with your booking platform