Testing environment — kitchen-sink tools. Production CRM is www.osmeridian.com. Do not take live cards here.

14 days free · $0 today · no setup fee

$99 a month. Your lender can cover half.

Contacts, pipeline, Launchpad, and lender cobrand for Ada and Canyon County. Fourteen days free. A lender can pay up to half.

Card on file. Cancel before day 14 and you pay nothing.

RESPA split50% cap in code
L
Your lender partner
Name + NMLS on every ad
50%
Lender shareAgent share
$49.50Billed to lender
$49.50Billed to you
Hard 50% cap in code. Immutable CFPB-ready log.
In place of
BoldTrailkvCOREFollow Up Boss

The book, in one place

Contacts, pipeline, and client portals. Import a CSV from BoldTrail, kvCORE, or Follow Up Boss on day one.

Launch a listing in one pass

QR, landing, and print staging from Launchpad. Open-house sign-in and email follow-up sit on the same book.

A third of the usual bill

$99/mo versus the $800 platforms that lock you in a year. A lender can cover up to 50% under RESPA.

$99, or $49.50 when a lender pays half.

A lender can pay up to 50% of $99. They get matching ad space, with name and NMLS shown while billing is on.

  • Hard 50% cap in code. Combined lender share cannot exceed it.
  • Ad space matches the share. Pay 50%, get 50% of the ads.
  • Co-branding (name + NMLS) cannot hide while billing is on.
  • Immutable CFPB-ready audit trail, exportable anytime.

This is not legal advice. Read the RESPA policy.

What you payProportional ads
$
List price $99 / mo
After a 50% lender share
$49.50
Lender shareAgent share
$49.50Billed to lender
$49.50Billed to you
Hard 50% cap in code. Immutable CFPB-ready log.

Agent is $99. CRM plus lender cobrand.

$99/mo after trial

A lender can pay $49.50 through RESPA co-marketing. Month to month. No setup fee.

  • Contacts, pipeline, and client portals
  • Launchpad QR, landing, and print staging
  • Open house + email campaigns
  • RESPA co-marketing, 50% cap
  • Month to month, no setup fee
Start free trial

Lenders: create a free account and invite agents.

Quick answers

Do I pay today?

No. Card on file, 14 days free. Cancel in billing before day 14 and you are not charged.

Can I leave BoldTrail / kvCORE?

Yes. Export a CSV, import it on day one. You are not locked into a year here.

What is in the $99?

Contacts, pipeline, Launchpad, open house, email campaigns, client portals, and RESPA lender cobrand. That is the CRM. We do not sell IDX, phone, or a transaction coordinator on this plan.

Is this a kickback?

No. RESPA allows payment for advertising that is actually provided. Space is proportional to what the lender pays, capped at 50% in code. This is not legal advice. See the RESPA policy.

Bring your book this week.

Start free trial

14-day trial · $0 today

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