Pricing
Simple, transparent pricing
Operator Desk
Structure your workflow.
- Deals OS (core pipeline)
- Contacts & activity tracking
- Basic submissions
- Light reporting
- Add-ons available (Forms, AI tools)
Closer Desk
Run a real funding operation.
Everything you need to operate — no add-ons required.
- Full Deals OS
- Full Contact Center (calling, SMS, email)
- Deal versions & submissions tracking
- Funded deal workflow
- Team dashboards
- Add SwitchBox Forms (billed separately)
Power Desk
Scale with automation and intelligence.
- Everything in Closer Desk
- Automation builder
- AI Brain + Power Pack tools
- Advanced lender engine
- Leaderboards & deep analytics
- Add SwitchBox Forms (billed separately)
Compare Plans
| Feature | Operator | Closer | Power |
|---|---|---|---|
| Deals OS (pipeline) | |||
| Contacts & activity tracking | |||
| Basic submissions | |||
| Light reporting | |||
| Full Contact Center (calling, SMS, email) | |||
| Deal versions & submissions tracking | |||
| Funded deal workflow | |||
| Team dashboards | |||
| Automation builder | |||
| AI Brain + Power Pack tools | |||
| Advanced lender engine | |||
| Leaderboards & deep analytics | |||
| Add-ons (Forms, AI tools) | Available | Forms (billed separately) | Forms (billed separately) |
FAQ
Frequently asked questions
Yes! Every plan comes with a free 14-day trial. No credit card required. You can explore all features before committing.
Absolutely. You can upgrade from Operator to Closer or Power Desk at any time. Changes take effect at the start of your next billing cycle.
We accept all major credit cards (Visa, Mastercard, Amex) and can arrange ACH/wire payments for annual commitments.
Yes. We use 256-bit encryption, SOC 2 compliant infrastructure, and role-based access controls to keep your data safe.
SwitchBox Forms is a premium add-on that lets you build custom intake forms and embed them on your website to capture leads directly into your pipeline. It is available on all plans and billed separately.
Yes. There are no long-term contracts. You can cancel anytime and your account will remain active until the end of your billing period.
Still have questions? Let's talk.
Our team is happy to help you find the right plan for your business.