Is BrokerStack actually multi-tenant?
Yes. Every shop gets its own workspace with org-scoped queries, private file storage, tenant-isolated billing, role gates, and audited operational actions.
Pricing
Workspace pricing for the whole brokerage.
Every plan ships the whole CRM — leads, deal rooms, lender directory, submissions, offer inbox, underwriting, team roles, and security. Scale seats and volume as your shop grows.
Onboarding-led setup Bring your own lenders and mailboxes Billing enabled after readiness
Starter
Solo brokers getting set up
$99/mo
Per workspace · billed monthly
Book a demo- 1 owner seat
- Up to 25 submissions / month
- Tenant-owned lender directory
- Submission email routing
- Offer inbox & deal rooms
- Bank statement scrub
- Client portal links
- Email support
Recommended
Pro
Growing broker shops
$299/mo
Per workspace · billed monthly
Book a demo- Up to 10 seats with role scoping
- Unlimited submissions
- CC routing per lender
- Campaign add-on readiness
- Auto underwriting scores
- Webhook & CRM integrations
- Audit log & routing controls
- Priority support
Enterprise
Multi-pod brokerages
Custom
Request enterprise onboarding- Unlimited seats
- Multi-team pods & manager rollups
- Custom underwriting rules
- White-label client portal
- Dedicated account manager
- Enterprise onboarding review
- API rate limit increase
- SLA & legal review
Compare plans
The same CRM at every tier — different limits.
We don't put core CRM features behind paywalls. Higher tiers add seats, routing controls, integrations, and support.
CapabilityStarterProEnterprise
Tenant isolationIncludedIncludedIncluded
Lender directoryYoursYoursYours
Submission routingSingle inboxCC rulesCustom routing
Team seats1 ownerUp to 10Unlimited
Campaigns—Provider-ready add-onCustom provider rollout
Underwriting alertsBasicAuto scoresCustom rules
SupportEmailPriorityDedicated
Frequently asked
Answers for broker shop owners.
Anything else you'd like to know? Reach out — we keep onboarding hands-on.
Book a demoDo you give us a shared lender list?
No. Each brokerage builds its own lender directory with submission emails, CC rules, qualification criteria, and routing. Your lender stack belongs to your shop.
Can my processors and junior brokers see everything?
Only what their role allows. Owners, managers, team leads, processors, junior brokers, and agents each get scoped views — including which deals, files, and offers they can act on.
What's actually limited by plan?
Every plan ships the full CRM — lender directory, submission routing, offer inbox, underwriting, and statement scrubbing. Plans differ on seats and monthly submission volume: Starter includes one owner seat and up to 25 submissions a month; Pro and Enterprise add role-scoped seats and unlimited submissions.
Tenant-isolated from day one
Request your shop's workspace.
Bring your lenders, your team, and your mailbox. We will help verify the workspace, billing, and provider setup before launch.