Compare plans

Clear fees. Shared support. Room to build.

Choose your monthly commitment and personal-closing fee, with the same brokerage foundation across all three.

The foundation

Agent Basic

$50 / month

+ $800 / personal closing

Getting started. Closing occasionally.

Explore Basic

Production economics

Agent Standard

$100 / month

+ $500 / personal closing

Active agents. More consistent closings.

Explore Standard

Business infrastructure

Agent Business

$175 / month

+ $350 / personal closing

Systems, production and infrastructure.

Explore Business

Personal-closing fees shown. Brokerage-provided leads use separate commission terms. Confirm all fees and service scope with the broker.

* Business technology is subject to verified Sheen entitlement. Availability and included features must be confirmed before joining.

What’s included

Compare the foundation and the tools.

Fees and services by agent plan
Features	Agent Basic	Agent Standard	Agent Business
Monthly Fee	$50	$100	$175
Personal Closing Fee	$800	$500	$350
Broker Support + Education	Included	Included	Included
Transaction Management	Included	Included	Included
E&O Coverage†	Included	Included	Included
Back Office Management	Included	Included	Included
Full Personal CRM — BoldTrail	Not included	Not included	Conditional*
Personal IDX Website	Not included	Not included	Conditional*
AI-Powered Smart CRM	Not included	Not included	Conditional*
Marketing Autopilot	Not included	Not included	Conditional*
AI Productivity Suite	Not included	Not included	Conditional*

Agent Basic

Monthly Fee: $50
Personal Closing Fee: $800
Broker Support + Education: Included
Transaction Management: Included
E&O Coverage†: Included
Back Office Management: Included
Full Personal CRM — BoldTrail: Not included
Personal IDX Website: Not included
AI-Powered Smart CRM: Not included
Marketing Autopilot: Not included
AI Productivity Suite: Not included

Agent Standard

Monthly Fee: $100
Personal Closing Fee: $500
Broker Support + Education: Included
Transaction Management: Included
E&O Coverage†: Included
Back Office Management: Included
Full Personal CRM — BoldTrail: Not included
Personal IDX Website: Not included
AI-Powered Smart CRM: Not included
Marketing Autopilot: Not included
AI Productivity Suite: Not included

Agent Business

Monthly Fee: $175
Personal Closing Fee: $350
Broker Support + Education: Included
Transaction Management: Included
E&O Coverage†: Included
Back Office Management: Included
Full Personal CRM — BoldTrail: Conditional*
Personal IDX Website: Conditional*
AI-Powered Smart CRM: Conditional*
Marketing Autopilot: Conditional*
AI Productivity Suite: Conditional*

Included in the proposed foundation. Not included means outside that plan. * Business technology is subject to verified Sheen entitlement. Availability and included features must be confirmed before joining.

† E&O coverage is subject to applicable policy terms, limits, exclusions, deductibles and eligibility requirements. Policy and exact wording require broker confirmation.

Transaction Management: file coordination, checklists, deadlines and document workflows. Service scope is confirmed with the broker.

Plan fit

The math is useful. Your needs matter, too.

Compare annual direct fees for self-generated personal closings, then discuss support and technology fit with leadership.

0–1 closings

Basic has the lowest annual fees.

Basic / Standard tie at 2.

3–5 closings

Standard has the lowest annual fees.

Standard / Business tie at 6.

7+ closings

Business has the lowest annual fees.

Technology may matter before this point.

Assumes 12 months on one plan and self-generated personal closings. Monthly fees × 12 + personal-closing fees. Separate lead splits, other costs and technology value are excluded. This is a comparison, not a production forecast.

Annual direct fees

A few examples make the difference clear.

2 personal closings / year

Basic: $2,200
Standard: $2,200
Business: $2,800

4 personal closings / year

Basic: $3,800
Standard: $3,200
Business: $3,500

6 personal closings / year

Basic: $5,400
Standard: $4,200
Business: $4,200

8 personal closings / year

Basic: $7,000
Standard: $5,200
Business: $4,900

Start the conversation

Let’s find the fit for your business.

Tell us where you are today and what you want from your next brokerage.

Tell Us About Your Business

An interest inquiry, not a legal employment application. No commitment to join.