| Price from | C$83.25/mo | $197/mo |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 2 | 3 |
| Spec score · Mortgage CRM Software | 8.8 (#2) | 7.3 (#23) |
| Headquarters | New Westminster, British Columbia, Canada | Gilbert, Arizona, United States |
| Integrations | Live integrations include Velocity (Newton), Meta and Google Ads lead capture through Make or Zapier, Gmail, and Outlook/Microsoft 365; Filogix is supported by file import and Finmo is on the roadmap. | The partner directory lists more than 30 integrations and names Arive, RETR, MABLS, Addy AI, and LendingPad among its partners. |
| Marketing | Marketing tools include branded feature sheets, AI-assisted email drafting, email campaigns and automated nurture campaigns. | Marketing features include automated workflows and newsletters, review pages, QR-code forms, course tools, and website and landing-page builders. |
| Support | The published support channel is email at [email protected]. | RAD says its support team provides onboarding, day-to-day help, and strategic guidance, and lists [email protected] and a phone number on its site. |
