Choose Your Plan

Scale your commercial finance brokerage with AI-powered tools designed for modern brokers

Starter

For new brokers and solo operators getting their feet wet.

$19/month
Up to 15 deals per month
Basic AI lender matching
Document management
Client portal access
Mobile app access
Email support
Most Popular

Professional

For growing firms that want automation and AI to save time.

$49/month
Unlimited deals
Advanced AI lender matching
OCR document processing
Automated workflows (follow-up templates, reminders)
Advanced deal analytics
Team collaboration tools
Priority email + chat support

Enterprise

For established brokerages that need branding, reporting, and customization.

$99/month
Everything in Professional
White-label client portals
Custom lender filters & matching rules
Branded PDF client reports
API access / CRM integration support
Training & onboarding included
Dedicated success channel (Slack/Discord/Teams)
Monthly Market Insights email report (AI-generated)

Why Choose BrokerBuddy OS?

AI-Powered Matching

Advanced AI analyzes deals and predicts approval odds with 90%+ accuracy

Workflow Automation

Automate repetitive tasks and focus on closing more deals

Team Collaboration

Built for teams with role-based access and real-time collaboration

Enterprise Security

Bank-level security with SOC 2 compliance and data encryption

Frequently Asked Questions

Can I change plans anytime?

Yes, you can upgrade or downgrade your plan at any time. Changes take effect immediately, and we'll prorate the billing accordingly.

Is there a free trial?

All new accounts start with a 3-day free trial. No credit card required to get started.

What payment methods do you accept?

We accept all major credit cards (Visa, MasterCard, American Express).