How to Upgrade or Choose a Plan
Upgrading your plan unlocks more powerful features like custom questions, CRM integrations, and advanced reporting.
Written By Seth
Last updated 3 months ago
Step 1: Go to Billing
Click your profile icon in the top right, then select Billing.
Step 2: Choose a Plan
Click Choose a plan to view available options.
You’ll see:
Pro for individual agents
Team for teams and brokerages
Step 3: Select Monthly or Yearly
Toggle between monthly and yearly billing.
Yearly plans offer a lower monthly price.
Step 4: Complete Checkout
Click Get Started on your preferred plan and complete the checkout process.
Once finished, your account will be upgraded immediately.
What Happens After You Upgrade
After upgrading, you’ll instantly unlock:
Custom form questions
CRM integrations (like Follow Up Boss)
Branding and email customization
Advanced reporting
Your existing data, contacts, and listings remain unchanged.
Changing or Cancelling Your Plan
You can return to the Billing page at any time to:
Change plans
Update billing details
Cancel your subscription