Pick the slice you need.
Or grab the whole stack.
Start your 90-day free trial. Card required — cancel anytime before day 90 and you pay nothing.
Try TrueFile™ on one early-stage, one mid-cycle, and one near-close — see the full lifecycle before your first bill.
or skip the trial — buy any plan below
Recommended
Start with the stack most brokers pick.
Solo bundles the Hub with CI: Know Your Numbers — the only stack where your operations data and your cost model are the same data.
CI: Know Your Numbers
or $590/yr — 2 months free
Your real break-even per file, which work in your book lands above and below it, and your Margin Map — the 26 places your margin actually moves. Built by a 22-year REO broker, run on your own numbers.
- Guided wizard — labor at replacement cost, not draw
- Quarterly P&L sync — what you modeled vs. what you booked
- Bookkeeper-clean CoA PDF import for clean handoff
- Marge walks your Margin Map with you
Goes deeper with Hub: per-client actuals (with asset manager contact breakdown beneath) and Pulse portfolio metrics are Solo / Staffed Broker only — they need Hub data to be real numbers, not estimates.
TrueFile™ Solo
or $1,490/yr — 2 months free
The whole stack for a solo shop. Hub, reimbursements, photo processor, cost model — and the vendor network. Most brokers land here.
- CI: Know Your Numbers (worth $59 on its own) — now Hub-fed with per-client actuals
- Reimbursement Hub (worth $89 on its own)
- Photo Processor (worth $49 on its own)
- TrueFile™ Hub — included, no separate SKU
- Per-client actuals (asset manager contact breakdown beneath) · Pulse portfolio metrics
- Vendor Management
- Bid Management
- Buyer Agent Answers Portal (beta)
- Offer Management Portal (beta)
- Vendor Network — included
Saves you $48/mo vs. buying each tool standalone — $578/yr on annual.
TrueFile™ Staffed Broker
or $2,390/yr — 2 months free
Everything in Solo, plus two seats, permissions, and SLA tracking you need once it stops being just you.
- Everything in Solo
- Multi-seat with role-based permissions
- Per-client SLA tracker + rejection-rate signal (asset manager contact beneath)
- Hub data closes the loop on your cost model
- Priority Marge + portfolio-wide Pulse
Extra seats are $59/mo each when you grow past your cap.
Compare what’s in each tier
Standalone CI is the on-ramp.
Solo and Staffed Broker turn the model into real per-client numbers — because they include the Hub data the model needs.
- 11-step cost model wizard
- Quarterly P&L sync + Cost Variance
- Bookkeeper CoA PDF import
- Marge cost coach + your Margin Map
- Break-even ASP + blended net per file
- Marge Assistant mode (answers, coaching, drafts on request)
- Per-client actuals (real $, not modeled)
- Per-AM net contribution
- Pulse portfolio metrics (DOM, fall rate, days-in-inventory)
- AM scorecard + coaching
- TrueFile™ Hub Managing: Assignments, Closing Board, TC Checklist
- Reimbursement Hub (package builder + reconcile)
- Photo Processor: Photo Addendums or resize and date photos for portal uploads
- Weekly Inspection Schedule + cadence
- Marge Agent mode (Marge does the thing, not just tells you how)
- Email watcher — AM-allowlisted senders auto-create draft files
- Broker Cloud sync (Google Drive / OneDrive / Dropbox)
- Vendor network access
- Vendor management (onboarding, W-9s, work-order assignment)
- Bid management (request, compare, approve, work orders)
- Buyer Agent Answers Portal (BETA)
- Offer Management Portal (BETA)
- Multi-seat team access with role-routed queues
- Email queue + WNY (What Needs You) routing per role
- 11-step cost model wizard
- Quarterly P&L sync + Cost Variance
- Bookkeeper CoA PDF import
- Marge cost coach + your Margin Map
- Break-even ASP + blended net per file
- Marge Assistant mode (answers, coaching, drafts on request)
- Per-client actuals (real $, not modeled)
- Per-AM net contribution
- Pulse portfolio metrics (DOM, fall rate, days-in-inventory)
- AM scorecard + coaching
- TrueFile™ Hub Managing: Assignments, Closing Board, TC Checklist
- Reimbursement Hub (package builder + reconcile)
- Photo Processor: Photo Addendums or resize and date photos for portal uploads
- Weekly Inspection Schedule + cadence
- Marge Agent mode (Marge does the thing, not just tells you how)
- Email watcher — AM-allowlisted senders auto-create draft files
- Broker Cloud sync (Google Drive / OneDrive / Dropbox)
- Vendor network access
- Vendor management (onboarding, W-9s, work-order assignment)
- Bid management (request, compare, approve, work orders)
- Buyer Agent Answers Portal (BETA)
- Offer Management Portal (BETA)
- Multi-seat team access with role-routed queues
- Email queue + WNY (What Needs You) routing per role
- 11-step cost model wizard
- Quarterly P&L sync + Cost Variance
- Bookkeeper CoA PDF import
- Marge cost coach + your Margin Map
- Break-even ASP + blended net per file
- Marge Assistant mode (answers, coaching, drafts on request)
- Per-client actuals (real $, not modeled)
- Per-AM net contribution
- Pulse portfolio metrics (DOM, fall rate, days-in-inventory)
- AM scorecard + coaching
- TrueFile™ Hub Managing: Assignments, Closing Board, TC Checklist
- Reimbursement Hub (package builder + reconcile)
- Photo Processor: Photo Addendums or resize and date photos for portal uploads
- Weekly Inspection Schedule + cadence
- Marge Agent mode (Marge does the thing, not just tells you how)
- Email watcher — AM-allowlisted senders auto-create draft files
- Broker Cloud sync (Google Drive / OneDrive / Dropbox)
- Vendor network access
- Vendor management (onboarding, W-9s, work-order assignment)
- Bid management (request, compare, approve, work orders)
- Buyer Agent Answers Portal (BETA)
- Offer Management Portal (BETA)
- Multi-seat team access with role-routed queues
- Email queue + WNY (What Needs You) routing per role
Annual = 2 months free on every tier. Standalone CI doesn’t include per-client actuals because those require your operations data living in TrueFile™ Hub.
Standalone tools
Or buy just one slice.
Each tool runs on its own. Add the rest when you’re ready.
Reimbursement Hub
or $890/yr — 2 months free
The reimbursement pile — invoices, receipts, photos, the client’s reimbursement form — finished in minutes instead of after the kids go to bed.
- OCR every invoice, receipt, and client reimbursement form
- Auto-groups by client, with per-AM overrides beneath
- Photo Processor audit on every labor line
- Float-cost meter — see what aging is costing you, per client
CI: Know Your Numbers is separate ($59). Bundle them in Solo and Hub data starts feeding the model. Reimbursement Hub savings only — at 25+ files / 90 days, your cost model surfaces savings across the full stack.
Photo Processor
or $588/yr — billed annually
Resized/Dated, captioned, audit-clean - Photo Addendum or photos for portal upload photo packages — ready the second you upload.
- Drag in photos — auto-dated, auto-captioned
- AM-ready PDF in one click
- Flags any labor line missing photo backup
90 days free. Card required, cancel anytime before day 90.
- Try the Hub on 3 of your real properties — pick one early-stage, one mid-cycle, one near-close so you see the full lifecycle.
- 90-day backstop — Marge checks in at day 30 with a quarter framing, day 60 with what you've saved, and day 83 with a friendly reminder before the cliff.
- Trial ends on file #4 attempt, day 90, or when you pick a plan — whichever comes first. No surprise charges.
For vendors
Vendors join the network free today.
Preservation seats become $69/mo (or $690/yr) starting September 1, 2027. Free until then. Specialty trades — pricing depends on the services you offer; you'll see your seat details during signup.
See the vendor networkYour numbers stay yours. TrueFile™ does not coordinate, suggest, or share pricing between users. All pricing decisions remain solely yours.
Join the TrueFile™ waitlist
TrueFile™ is in beta. New signups and checkouts are paused — join the waitlist and we'll email you the moment plans reopen.