Simple productised plans

Clear scope. Practical pricing.

A streamlined service model gives Australian brokers professionally prepared campaigns without a traditional agency retainer.

Back-Book Essentials

$99 / month

For brokers who want a consistent, professional client touchpoint.

  • 1 branded client newsletter each month
  • Quarterly referral campaign
  • Quarterly loan review campaign
  • Basic audience segmentation guidance
  • Monthly activity report
  • Up to 1,000 active contacts
Choose Essentials

Growth + AI Visibility

$349 / month

For brokerages growing a clear niche and stronger digital footprint.

  • Everything in Growth
  • Initial AI visibility baseline
  • Niche and location positioning
  • Prioritised website and FAQ recommendations
  • Quarterly agreed-prompt visibility checks
  • Quarterly improvement plan
Choose Growth + AI

Setup: $149 once-off. Prices include campaign strategy and content preparation. Your CRM/email subscription, media spend, website development, complex data cleaning and custom integrations are not included. Contact limits apply per brokerage/brand. All prices are in AUD and exclude GST where applicable.

Compare plans

Know exactly what is included.

ServiceEssentialsGrowthGrowth + AI
Monthly newsletter
Monthly targeted campaign
Annual review workflowQuarterly campaign
Audience segmentation guidanceBasicAdvancedAdvanced
AI visibility baseline
AI visibility checksQuarterly
Active contact allowance1,0002,5002,500
Frequently asked questions

Before you choose a plan.

Do you send the campaigns?

We prepare campaign strategy, copy and assets for approval. The sending workflow depends on your plan, CRM and compliance process and is confirmed during setup. Your brokerage always approves recipients and final content.

Are CRM or email platform fees included?

No. Subscription, sending and contact charges from your CRM or email provider remain your responsibility.

Can you work with more contacts?

Yes. We will quote an appropriate contact allowance and data-handling scope before work begins.

Is there a lock-in contract?

No. Plans are month to month. Cancellation takes effect before the next billing cycle, subject to work already approved or completed.

Do you guarantee refinances, commissions or AI rankings?

No. Results depend on your database, audience consent, client circumstances, lender outcomes, offer, approval process and third-party platforms. Calculator scenarios and visibility checks are illustrative only.

Who approves compliance?

Your brokerage is responsible for final review and approval against its ACL, credit representative, aggregator, licensee and internal requirements.

Not sure which plan fits?

We will review your database size, systems and goals before recommending a package.

Book a Growth Review