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