Plans for mortgage brokers

Choose the plan that fits your business. No hidden fees, no surprises.

Marketing

Get found online and turn visitors into clients with a smart website and AI-powered marketing tools working for you 24/7.

$200$128/mo, billed annually

$1,536 a year, additional tax may apply

2 seats

The rate applies to every seat.

Get Marketing

Book a demo

Includes

marketing

941

https://www.welcomespaces.io/en/app-signup/register/solo

/mo

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Smart website

Custom domain connection

AI chatbot

Mortgage calculators

Content generator

WelcomeAI marketing assistant

Auto-publishing to Facebook

Google Reviews sync

SEO and GEO optimization

SMS alerts for new leads

Contact directory

Secure PDF Workbench

Pro

Recommended

Automate document collection and AI verification to build complete, lender-ready files with far less back-and-forth.

$200$128/mo, billed annually

$1,536 a year, additional tax may apply

2 seats

The rate applies to every seat.

Start 30 days free trial

no card required

Everything in Marketing, plus

pro

160

1536

https://www.welcomespaces.io/en/app-signup/register?free-trial=mortgage

/mo

/mo, billed annually

{perMo}/mo with annual billing, additional tax may apply

{total} a year, additional tax may apply

{rate} per seat. {perMo} per seat with annual billing, additional tax may apply

{rate} per seat. {total} a year, additional tax may apply

100 secure client Spaces

Smart document requests

Automated follow-ups

Secure upload link for clients

AI document analysis and validation

Lender assembly templates

CRM and Velocity integrations

Welters AI analyst: income, ratios, down payment [soon]

Pro Plus

Soon

Built for high-volume brokers: more client spaces and more AI power to handle more files efficiently.

$200$128/mo, billed annually

$1,536 a year, additional tax may apply

Coming soon

Pricing announced this fall

2 seats

The rate applies to every seat.

Book a demo

Talk to sales

Everything in Pro, plus

pro-plus

https://calendly.com/d/cnsp-n5z-m3k/product-demo-welcomespaces?utm_source=Website&utm_campaign=Pricing-Mortgage-Page&utm_content=ProPlus-Card

/mo

/mo, billed annually

{perMo}/mo with annual billing, additional tax may apply

{total} a year, additional tax may apply

{rate} per seat. {perMo} per seat with annual billing, additional tax may apply

{rate} per seat. {total} a year, additional tax may apply

250 secure client Spaces

More AI credits for your analyses

Team

Give every broker the same proven workflow — so your team stays efficient and every client gets the same great experience.

$200$128/mo, billed annually

$1,536 a year, additional tax may apply

2 seats

The rate applies to every seat.

Get Team

Book a demo

Everything in Pro, plus

team

[{"upTo":5,"monthly":160,"annual":1536},{"upTo":10,"monthly":140,"annual":1370},{"upTo":null,"monthly":130,"annual":1275}]

https://www.welcomespaces.io/en/app-signup/register/team-mortgage

/mo

/mo, billed annually

{perMo}/mo with annual billing, additional tax may apply

{total} a year, additional tax may apply

{rate} per seat. {perMo} per seat with annual billing, additional tax may apply

{rate} per seat. {total} a year, additional tax may apply

Granular roles and permissions

Individual client Spaces for each broker

Personal page for each broker on the team website

Shared document request templates

Team-wide view of every document request

Prices in CAD, taxes extra

No card needed for the trial

Data hosted in Canada, SOC 2

Compare plans

What each plan does, and where it stops.

Marketing

Pro

Pro Plus

Coming soon

Team

Per seat

Plan limits

What each plan caps.

Users

text

–

Soon

text

–

Soon

text

–

Soon

text

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Soon

2 or more

Plan limits

What each plan caps.

Active client Spaces

Spaces is our client portal: one branded, encrypted space per client. Counts Spaces open at the same time; archived ones do not count.

–

Soon

text

–

Soon

100

text

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Soon

250

text

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Soon

100 per member

Plan limits

What each plan caps.

AI credits

text

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Soon

Marketing tools only

text

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Soon

Standard

text

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Soon

Extended

text

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Soon

Standard per member

Plan limits

What each plan caps.

Free trial

Pro only. No card needed.

–

Soon

text

–

Soon

30 days

–

Soon

–

Soon

Website and marketing

Your website, and the marketing that runs on it.

Smart website

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Website and marketing

Your website, and the marketing that runs on it.

Custom domain

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Website and marketing

Your website, and the marketing that runs on it.

SEO and GEO optimization

GEO: generative engine optimization, so AI search engines cite you.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Website and marketing

Your website, and the marketing that runs on it.

AI chatbot

Answers visitors 24/7 and captures leads. Installs on your smart website, or on any other site with one script.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Website and marketing

Your website, and the marketing that runs on it.

Mortgage calculator

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Website and marketing

Your website, and the marketing that runs on it.

Blog publishing

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Website and marketing

Your website, and the marketing that runs on it.

Online appointment booking

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Website and marketing

Your website, and the marketing that runs on it.

SMS alerts for new leads

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Client Spaces

A private, branded space for every client.

Secure client Spaces

Spaces is our client portal: a branded, encrypted space per client, with everything you share and every request in one place.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Client Spaces

A private, branded space for every client.

Share documents, photos and links

Post files, photos and links in the Space. You and your client comment on each item.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Client Spaces

A private, branded space for every client.

Space chat and video calls

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Document requests

Ask, collect, check.

Smart document requests

Every document a client uploads is read and checked by AI against what you asked for. Create as many requests as you need.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Document requests

Ask, collect, check.

Secure upload links

A link to drop the documents of one request, nothing more. No account, no access to the Space.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Document requests

Ask, collect, check.

Request templates by client profile

Set the documents to ask for by profile (transaction type, employment status, client situation, down payment source) and reuse them in one click.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Document requests

Ask, collect, check.

Automated follow-ups

Reminders go out on their own until every document is in.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Document requests

Ask, collect, check.

AI document analysis and validation

Each upload is classified and checked against the request before you open it.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Contacts and CRM

Your people, in the app.

Contact directory

Every client and contact in one list, with their Spaces, requests and deals attached. Search, tag and open a Space from the contact.

New

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Contacts and CRM

Your people, in the app.

Mortgage profile on every contact

A mortgage section on the contact: current mortgage, lender, rate, renewal date and more. Fills itself when you close a deal in your CRM.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Contacts and CRM

Your people, in the app.

Leads and deals pipeline

In the works: track leads and deals without leaving WelcomeSpaces.

–

Soon

soon

–

Soon

soon

–

Soon

soon

–

Soon

Contacts and CRM

Your people, in the app.

Contact relationships

See the people linked to a client (spouse, co-borrower, notary and more) and add them to a Space or a document request in a click.

–

Soon

soon

–

Soon

soon

–

Soon

soon

–

Soon

The assistants that write, edit and act for you.

WelcomeAI

Your in-app agent. Edits your website, drafts and sends document requests, creates CRM contacts and deals, links Spaces to deals.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

The assistants that write, edit and act for you.

Content generator

Blog posts, Facebook posts, video scripts, prospecting emails, email replies, document summaries, SEO keywords and more.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

The assistants that write, edit and act for you.

Welters AI analyst

See all Welters features

–

Soon

soon

–

Soon

soon

–

Soon

soon

–

Soon

PDF Workbench

New

The secure PDF tool for client files.

Import and convert

Drop files or pull from the cloud. Images, email and Office documents become PDFs.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

PDF Workbench

New

The secure PDF tool for client files.

Page editing

Rotate, crop, reorder, delete, extract, split, compress and more.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

PDF Workbench

New

The secure PDF tool for client files.

Redact for AI use

Personal data is detected and blacked out automatically, so a file can go to an AI tool or a third party without leaking who it belongs to.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

PDF Workbench

New

The secure PDF tool for client files.

Assemble one ordered package

Many documents in, one clean PDF out. Export the package or any single document.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

PDF Workbench

New

The secure PDF tool for client files.

Assembly templates

Lender-ready order for a 40-file import in seconds.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

PDF Workbench

New

The secure PDF tool for client files.

Import files from a Space or a document request

Pull the documents a client already sent straight into the Workbench, no download and re-upload.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Welters

The AI analyst, with receipts.

Income, ratios and down payment from the documents

–

Soon

soon

–

Soon

soon

–

Soon

soon

–

Soon

Integrations

The tools you already use, connected.

CRM sync

Zoho and Pipedrive. Pull your contacts, leads and deals into WelcomeSpaces and link a Space to a deal.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Integrations

The tools you already use, connected.

Velocity

Create contacts and deals in Velocity from a Space, and link a Space to its loan.

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Integrations

The tools you already use, connected.

Google Reviews

Connect your Google Business Profile; reviews show on your website.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Integrations

The tools you already use, connected.

Facebook auto-publishing

New listings and posts go to your Facebook page on their own.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Integrations

The tools you already use, connected.

Contacts

Search your Google or Microsoft contacts when adding people to a Space.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Integrations

The tools you already use, connected.

Calendar

Google Calendar, Microsoft Outlook or any external calendar, for online appointment booking.

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Team

One brand, shared standards, every file visible.

Roles and permissions

–

Soon

–

Soon

–

Soon

yes

–

Soon

Team

One brand, shared standards, every file visible.

Individual client Spaces per member

–

Soon

–

Soon

–

Soon

yes

–

Soon

Team

One brand, shared standards, every file visible.

Personal page per member on the team website

–

Soon

–

Soon

–

Soon

yes

–

Soon

Team

One brand, shared standards, every file visible.

Shared request templates, locked by the admin

Members use the team template; only the admin edits it.

–

Soon

–

Soon

–

Soon

yes

–

Soon

Team

One brand, shared standards, every file visible.

Team-wide document request view

–

Soon

–

Soon

–

Soon

yes

–

Soon

Team

One brand, shared standards, every file visible.

Enforced branding and company name

Applies to the website and to client Spaces only.

–

Soon

–

Soon

–

Soon

yes

–

Soon

Security and support

How your data is kept, and who picks up.

SOC 2

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Security and support

How your data is kept, and who picks up.

Encrypted, hosted in Canada

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Security and support

How your data is kept, and who picks up.

Email and chat support

yes

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Security and support

How your data is kept, and who picks up.

Onboarding session

–

Soon

yes

–

Soon

yes

–

Soon

yes

–

Soon

Security and support

How your data is kept, and who picks up.

Dedicated account manager

–

Soon

–

Soon

–

Soon

yes

–

Soon

Not sure which plan fits?

Book a 20-minute demo. We look at how you work and tell you which plan makes sense.

Book a demo

Compare plans

Something else? Talk to us.

How does the free trial work?

Pro comes with a 30-day free trial, no credit card. You get the full Pro plan: client Spaces, smart document requests, AI validation, the PDF Workbench. When it ends, pick a plan or your account becomes a free account: your Spaces are archived, nothing is deleted, and everything comes back the day you subscribe.

What is the difference between Marketing and Pro?

Marketing is your smart website and everything that feeds it: AI chatbot, content generator, Google Reviews, Facebook auto-publishing, SEO. It has no client Spaces. Pro adds the work with clients: secure Spaces, smart document requests with AI validation, automatic follow-ups, assembly templates and integrations.

What is a Space, and how many document requests fit in one?

A Space is a private, branded portal for one client or one deal. Inside it you send as many document requests as the file needs: the first list, the missing pieces, the co-borrower, the collateral property. Your client sees everything in one place.

What counts as an active Space?

A Space that is open for a client right now. Closing a file archives its Space and frees the slot; archived Spaces stay searchable. Pro includes 100 active Spaces; on Team the limit applies per member. Need more? Tell us.

Do my clients need an account, or to pay anything?

Your clients never pay anything; the subscription is yours. To send documents they need no account either: a private link and a verification code, and they are done. To use the full Space (chat, video calls, shared files), they create a free account in two clicks from your invitation.

Can I connect Velocity or my CRM?

Yes, on Pro and up. Velocity connects with your own API key: pick a Velocity deal when you create a document request, create contacts and deals from a Space, and link a Space to its loan. Zoho and Pipedrive bring your contacts, leads and deals into WelcomeSpaces. You can also search your Google or Microsoft contacts when adding people to a Space.

Can my assistant or partner use my account?

Pro is one login. For an assistant, a partner or an underwriter, Team starts at 2 seats: each person gets their own login, their own Spaces and their own permissions, and you see every document request in one team-wide view.

Is my clients’ data secure?

Yes. Everything is hosted in Canada, encrypted in transit and at rest, and WelcomeSpaces is SOC 2 certified. Document analysis runs inside the platform on your account only. When a file has to go to an outside tool, the PDF Workbench blacks out personal data first.

What happens when I cancel?

Write to us from the app and we confirm within one business day. Your plan runs to the end of the period you already paid, then stops. Your domain is registered in your name and stays yours, and you can export your contacts and download your files before the account closes.