Account & Plan
Your current plan and available upgrade paths. No checkout is active.
Plans and the entitlement matrix are defined. A sandbox billing adapter and idempotent plan-change handler exist for preview/simulation only. No real checkout, no payment details collected, no customer charged.
Current plan
Investor
Solo investor getting organized
$97/mo
ActiveUsers / seats
1
Not enforced for invites
Saved properties
250
Enforced at boundary
Saved searches
10
Enforced at boundary
Authorized property-data lookups
Requires licensing
Provider required
Allowances & enforcement
A numeric allowance is enforced only when marked Enforced at boundary. Not enforced for invites means the seat allowance is defined but there is no invite write path to protect yet. Provider required allowances activate once a live, licensed provider is connected — no free quantity is assigned today. Existing data is never deleted on downgrade.
| Allowance | Unit | Status | Your plan |
|---|---|---|---|
| Users / seats | user accounts | Not enforced for invites | 1 · not enforced for invites |
| Saved properties | property records in the workspace | Enforced at boundary | 250 |
| Saved searches | saved search definitions | Enforced at boundary | 10 |
| Authorized property-data lookups | a single provider property-record lookup (a returned parcel / CAMA / tax / mortgage record) | Provider required | 0 — provider required |
Upgrade paths
Acquisition
Recommended$197/mo
Price change: +$100/mo
- Phone Form & seller intake
- Saved properties & property workspace
- Core deal analysis & manual entry/import
- Pipeline, notes, tasks & follow-up
Investor Pro
$397/mo
Price change: +$300/mo
- Phone Form & seller intake
- Saved properties & property workspace
- Core deal analysis & manual entry/import
- Pipeline, notes, tasks & follow-up
Full Platform
$797/mo starting
Price change: +$700/mo
- Phone Form & seller intake
- Saved properties & property workspace
- Core deal analysis & manual entry/import
- Pipeline, notes, tasks & follow-up
Upgrades activate automatically only when a billing provider confirms payment through a verified server-side webhook. No provider is connected, so changes are simulated for preview only — no payment details collected, no customer charged.