Broker AI
The full desk: inbox, documents, pipeline, and Finmo — live now.
$249.99/mo
Billed as $2,999.88/year · 14-day free trial
- Email Organization Agent
- Gmail or Outlook + Drive or OneDrive
- Downloading, labeling & sorting
- Full broker dashboard & pipeline
- Client files & document checklist
- LOS integration
- 14-day free trial