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
Waitlist only while we finish the build.
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
Waitlist only while we finish the build.
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 — now Hub-fed with per-client actuals
- Reimbursement Hub — the full package workflow
- Photo Processor — field photos to portal-ready output
- 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
Bundling costs less than buying each tool standalone. Launch pricing to be announced.
TrueFile™ Staffed Broker
Waitlist only while we finish the build.
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 available when you grow past your cap. Launch pricing to be announced.
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.
- Cost model wizard Beta
- Quarterly P&L sync + Cost Variance Beta
- Bookkeeper CoA PDF import Beta
- Marge cost coach + your Margin Map Beta
- Minimum sale price to break even + blended net per file Beta
- Marge Assistant mode (answers, coaching, drafts on request) Beta
- Package builder (drop → OCR → client-ready PDF) Beta
- OCR intake on invoices, receipts, and client forms Beta
- Shared client form library (auto-fill blank-form maps) Beta
- Float-cost meter — what aging is costing you per client Beta
- Per-AM SLA tracker + days-to-submit Beta
- Paid-package auto-archive + reconcile (3-tier match) Beta
- Per-client actuals (real $, not modeled) Beta
- Per-AM net contribution Beta
- Pulse portfolio metrics (DOM, fall rate, days-in-inventory) Beta
- AM scorecard + coaching Beta
- TrueFile™ Hub Managing: Assignments, Closing Board, TC Checklist Beta
- Reimbursement Hub (package builder + reconcile) Beta
- Photo Processor: Photo Addendums or resize and date photos for portal uploads Beta
- Weekly Inspection Schedule + cadence Beta
- Marge Agent mode (Marge does the thing, not just tells you how) Beta
- Email watcher — reads your inbox, flags what actually needs a response, and drafts it (auto-creates draft files from client mail) Beta
- Broker Cloud sync (Google Drive / OneDrive / Dropbox) Beta
- Vendor network access Beta
- Vendor management (onboarding, W-9s, work-order assignment) Beta
- Bid management (request, compare, approve, work orders) Beta
- Buyer Agent Answers Portal Beta
- Offer Management Portal Beta
- Multi-seat team access with role-routed queues Beta
- Email queue + WNY (What Needs You) routing per role Beta
- Cost model wizard Beta
- Quarterly P&L sync + Cost Variance Beta
- Bookkeeper CoA PDF import Beta
- Marge cost coach + your Margin Map Beta
- Minimum sale price to break even + blended net per file Beta
- Marge Assistant mode (answers, coaching, drafts on request) Beta
- Package builder (drop → OCR → client-ready PDF) Beta
- OCR intake on invoices, receipts, and client forms Beta
- Shared client form library (auto-fill blank-form maps) Beta
- Float-cost meter — what aging is costing you per client Beta
- Per-AM SLA tracker + days-to-submit Beta
- Paid-package auto-archive + reconcile (3-tier match) Beta
- Per-client actuals (real $, not modeled) Beta
- Per-AM net contribution Beta
- Pulse portfolio metrics (DOM, fall rate, days-in-inventory) Beta
- AM scorecard + coaching Beta
- TrueFile™ Hub Managing: Assignments, Closing Board, TC Checklist Beta
- Reimbursement Hub (package builder + reconcile) Beta
- Photo Processor: Photo Addendums or resize and date photos for portal uploads Beta
- Weekly Inspection Schedule + cadence Beta
- Marge Agent mode (Marge does the thing, not just tells you how) Beta
- Email watcher — reads your inbox, flags what actually needs a response, and drafts it (auto-creates draft files from client mail) Beta
- Broker Cloud sync (Google Drive / OneDrive / Dropbox) Beta
- Vendor network access Beta
- Vendor management (onboarding, W-9s, work-order assignment) Beta
- Bid management (request, compare, approve, work orders) Beta
- Buyer Agent Answers Portal Beta
- Offer Management Portal Beta
- Multi-seat team access with role-routed queues Beta
- Email queue + WNY (What Needs You) routing per role Beta
- Cost model wizard Beta
- Quarterly P&L sync + Cost Variance Beta
- Bookkeeper CoA PDF import Beta
- Marge cost coach + your Margin Map Beta
- Minimum sale price to break even + blended net per file Beta
- Marge Assistant mode (answers, coaching, drafts on request) Beta
- Package builder (drop → OCR → client-ready PDF) Beta
- OCR intake on invoices, receipts, and client forms Beta
- Shared client form library (auto-fill blank-form maps) Beta
- Float-cost meter — what aging is costing you per client Beta
- Per-AM SLA tracker + days-to-submit Beta
- Paid-package auto-archive + reconcile (3-tier match) Beta
- Per-client actuals (real $, not modeled) Beta
- Per-AM net contribution Beta
- Pulse portfolio metrics (DOM, fall rate, days-in-inventory) Beta
- AM scorecard + coaching Beta
- TrueFile™ Hub Managing: Assignments, Closing Board, TC Checklist Beta
- Reimbursement Hub (package builder + reconcile) Beta
- Photo Processor: Photo Addendums or resize and date photos for portal uploads Beta
- Weekly Inspection Schedule + cadence Beta
- Marge Agent mode (Marge does the thing, not just tells you how) Beta
- Email watcher — reads your inbox, flags what actually needs a response, and drafts it (auto-creates draft files from client mail) Beta
- Broker Cloud sync (Google Drive / OneDrive / Dropbox) Beta
- Vendor network access Beta
- Vendor management (onboarding, W-9s, work-order assignment) Beta
- Bid management (request, compare, approve, work orders) Beta
- Buyer Agent Answers Portal Beta
- Offer Management Portal Beta
- Multi-seat team access with role-routed queues Beta
- Email queue + WNY (What Needs You) routing per role Beta
- Cost model wizard Beta
- Quarterly P&L sync + Cost Variance Beta
- Bookkeeper CoA PDF import Beta
- Marge cost coach + your Margin Map Beta
- Minimum sale price to break even + blended net per file Beta
- Marge Assistant mode (answers, coaching, drafts on request) Beta
- Package builder (drop → OCR → client-ready PDF) Beta
- OCR intake on invoices, receipts, and client forms Beta
- Shared client form library (auto-fill blank-form maps) Beta
- Float-cost meter — what aging is costing you per client Beta
- Per-AM SLA tracker + days-to-submit Beta
- Paid-package auto-archive + reconcile (3-tier match) Beta
- Per-client actuals (real $, not modeled) Beta
- Per-AM net contribution Beta
- Pulse portfolio metrics (DOM, fall rate, days-in-inventory) Beta
- AM scorecard + coaching Beta
- TrueFile™ Hub Managing: Assignments, Closing Board, TC Checklist Beta
- Reimbursement Hub (package builder + reconcile) Beta
- Photo Processor: Photo Addendums or resize and date photos for portal uploads Beta
- Weekly Inspection Schedule + cadence Beta
- Marge Agent mode (Marge does the thing, not just tells you how) Beta
- Email watcher — reads your inbox, flags what actually needs a response, and drafts it (auto-creates draft files from client mail) Beta
- Broker Cloud sync (Google Drive / OneDrive / Dropbox) Beta
- Vendor network access Beta
- Vendor management (onboarding, W-9s, work-order assignment) Beta
- Bid management (request, compare, approve, work orders) Beta
- Buyer Agent Answers Portal Beta
- Offer Management Portal Beta
- Multi-seat team access with role-routed queues Beta
- Email queue + WNY (What Needs You) routing per role Beta
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
Waitlist only while we finish the build.
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. 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
Waitlist only while we finish the build.
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.
Paid preservation seats start June 1, 2027 — pricing to be announced. 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.