OC 2026

Melrose 3 & 4

Build-A-Broker

9:00 am

–

12:00 pm

Build-A-Broker is an in-person training event designed to help you establish the solid foundations of your business. This program is designed to show you the basics of setting up your business — from how to rent space, to what accounting programs are recommended — and will also cover topics including choosing your loan origination systems, how to pick a CRM system, and more.

Support

Frequently asked questions

Everything you need to know about the product and billing.

Is there a free trial available?

Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.

Can I change my plan later?

Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.

What is your cancellation policy?

We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.

Can other info be added to an invoice?

At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.

How does billing work?

Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.

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