Simple, transparent pricing
built for loan officers.
One flat price. No per-seat fees, no hidden upsells.
Start with a 14-day free trial — no credit card required.
Everything a solo loan officer needs to capture, qualify, and close more leads.
- Up to 2,500 contacts
- 750 AI SMS conversations / mo
- AI auto-replies & lead qualification
- Missed-call auto-text follow-up
- Pipeline & deal management
- Document checklist tracking
- 3 drip campaigns
- 1 Twilio number
- ARV & Fix-and-Flip calculators
- 1 team seat
- Email support
No credit card required · Cancel anytime
For growing loan officers. Unlimited SMS, custom AI, and full automation.
- Everything in Solo
- Unlimited contacts & SMS
- Custom AI agent prompts
- Up to 5 Twilio numbers + per-workflow routing
- Branded borrower portal
- Rate lock alerts & notifications
- Unlimited drip campaigns
- Full email builder
- Goal tracker, agenda & priority contacts
- Lead-source & response-time analytics
- GMB integration & AI posts
- Up to 5 team seats
- Priority support
No credit card required · Cancel anytime
For mortgage teams. Everything in Pro, plus team management, oversight, and priority support.
- Everything in Pro
- Up to 10 team seats
- Up to 10 Twilio numbers
- Team leaderboard & performance reports
- Round-robin lead assignment & shared pool
- Manager oversight: read all conversations & coach threads
- Team roles & permissions
- Bulk contact import + API access
- Custom domain for borrower portal
- Dedicated onboarding call
- Priority support with SLA
- Quarterly business reviews
No credit card required · Cancel anytime
Solo vs Pro vs Team — feature by feature
Everything included in each plan, side by side.
Looking for a dedicated mortgage lead generation platform for loan officers? See how Capto turns inbound leads into booked calls.
How Capto stacks up
See why mortgage professionals are switching to an AI-native CRM.
Frequently asked
questions
Choose a plan that fits your business needs and budget. No hidden fees, no surprises — just straightforward pricing for powerful mortgage automation.
Solo ($79/mo) covers one loan officer: up to 2,500 contacts, 750 AI SMS conversations/mo, 1 Twilio number, 3 drip campaigns, pipeline, document checklists, and the ARV & Fix-and-Flip calculators. Pro ($299/mo) unlocks unlimited contacts & SMS, custom AI agent prompts, up to 5 Twilio numbers with workflow routing, branded borrower portal, rate lock alerts, unlimited drips, full email builder, goal tracker, lead-source & response-time analytics, GMB integration, and up to 5 seats. Team ($599/mo) adds up to 10 seats, up to 10 Twilio numbers, round-robin lead assignment, manager oversight (read all threads), team leaderboard & reports, bulk import + API access, custom borrower portal domain, dedicated onboarding, and priority support with SLA.
Ready to close more loans?
Start your 14-day free trial. No credit card required, no contracts — just an AI-native CRM built for mortgage professionals.
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