One connected platform. Start where the pressure is.
CRM, lead intelligence, property analysis, deals, buyers, campaigns, communications, documents, automation, and AI stay connected. Availability labels describe how a new customer starts; they do not remove the product or its dashboard entitlements.
Explorer — Free
No credit card
CRM basics
Calculators
Calendar
Email
Campaign previews
Basic workspace analytics
Answer 2 questions → See your ideal setup with pricing
Choose your tier
Professional Tier
Everything in Starter
🎁 Pick 1 Free Power-Up (change monthly!)
AI scoring & predictions
AI ARV & CMA (with Property Intel)
AI buyer matching (with Buyer Network)
Advanced guardrails & explainability
Document AI (59/mo)
Expanded monthly quotas
One 45-minute onboarding session
Async email support with a 1-business-day response target
MonthlyAnnual
2 months included
À La Carte Products
Each product solves a specific pain point. Mix and match to build your ideal stack. Quotas stack additively.Professional
Self-serve
Lead Engine
Find motivated sellers faster$199
/mo- Skip tracing
- Lead lists management
- Rule-based distress tags (25+ types)
- Lead pipeline & follow-up
+ 6 more
Professional
Guided access
Property Intel
Analyze properties with confidence$119
/mo- Property enrichment sources
- Basic comps context
- Tax & ownership context
- Property calculators
+ 4 more
Professional
Guided access
Deal Pipeline
Close deals and manage your portfolio$149
/mo- Portfolio Manager (track owned assets)
- Offer tracking & pipeline stages
- Real estate contract templates (auto-fill)
- Document management (cloud storage)
+ 6 more
Professional
Guided access
Buyer Network
Match deals to the right buyers$99
/mo- Buyer database
- Proof of funds tracking
- Buyer tier management
- Segment builder
+ 8 more
Professional
Guided access
Campaign Hub
Run human-approved outreach$99
/mo- Email drip campaigns
- SMS campaign workflows
- Follow-up sequences
- Template library
+ 6 more
Power-Up Add-Ons
Premium capabilities remain attached to the product and entitlement model. During the founding phase they are sales-assisted so provider cost and support boundaries can be confirmed before purchase.Campaign Hub+
Premium marketing automation+$49
/mo add-onSocial Media scheduling & posting
Multi-platform content calendar
Marketing Scouts (AI campaign monitors)
Scout insights feed & action prompts
+1 more
Digital ISA
AI scheduling with human escalation+$79
/mo add-on24/7 AI appointment scheduling
Lead score gating (VIP priority)
Focus time protection blocks
Self-service rescheduling portal
+5 more
AI Dialer
AI-assisted calling workflows+$79
/mo add-onAI-assisted outbound calling
Smart call scripting with prompts
Voicemail detection & auto-drop
Call recording & transcription
+6 more
AI Receptionist
AI-assisted inbound call routing+$79
/mo add-onAI-assisted call answering
200 inbound minutes included
Real estate intent recognition (20+ intents)
Lead qualification & scoring (hot/warm/cold)
+9 more
AI Sales Coaching
AI coaching context for every call+$49
/mo add-onObjection cue detection
AI-assisted response prompts during calls
In-call coaching floating panel
Post-call coaching reports
+6 more
Email AI
AI-powered email intelligence+$59
/mo add-onAI send-time optimization (per-contact)
Email intent classification
Auto-draft responses for approval
High-confidence send actions queued for approval
+9 more
Match Automation
Executable buyer match automation+$99
/mo add-onMatch recommendations on stage change
AI buyer scoring & ranking
Tier-based review windows
Portal match delivery
+6 more
Client Portal
Branded portals & shareable galleries+$49
/mo add-onBranded portal URL (yourname.orbilattice.com)
Buyer match portal (with Match Automation)
Seller deal tracking portal
Document sharing & e-signatures
+15 more
Private Lender Discovery
Review lender candidates in your workspace+$49
/mo add-onDeterministic candidate classification
Evidence, conflict, and freshness review
Missing-information tracking
Operator correction and rejection history
+2 more
Market Signals
Live market intelligence at your fingertipsIncluded with Professional+
Live BigQuery market analytics
Market velocity & absorption rates
Pricing dynamics (list-to-sale ratios)
Inventory trend tracking
+4 more
Transaction Intelligence
AI Risk & Compliance Engine+$99
/mo add-onRisk Scoring (0-100)
Deal Probability Prediction
Compliance Vetting (Fair Housing, State Regs)
AI Explainability Reports
+2 more
Guardrails+
Enterprise Compliance & SafetyIncluded with Subscription
Custom Compliance Rules
Content blocking controls
Fair Housing & Ethics Checks
Brand Safety Filters
+2 more
Workflow Automation
Build bounded, reviewable automationsContact us
Visual Workflow Builder
Capability-Typed Actions
Bounded Event Triggers
Conditional Logic & Branching
+2 more
Document AI
Intelligent Document Generation+$59
/mo add-onAI Document Generation
Smart Template Filling
Contract Analysis & Extraction
E-signature Integration (DocuSign)
+1 more
Frequently Asked Questions
Absolutely! Start with the product that solves your biggest pain point. Add more anytime as your needs grow. Quotas stack additively.
Bundles are pre-packaged product sets with bundled pricing and bonus quotas. Use the pricing configurator to compare the current bundle total against à la carte products before choosing.
You can purchase credit packs anytime for skip traces, property enrichment, emails, or SMS. Pay-as-you-go pricing ensures you only pay for what you use.
Yes. Explorer is a free account with low monthly limits, so you can try the core workflow before paying. Upgrade when you need more capacity, paid data or communication providers, team access, or advanced workflows, or apply for a guided design-partner pilot when you need hands-on proof with a real workflow.
Solo users can sponsor up to 10 seats at $79-99/seat in their workspace. For larger teams (10+ users), upgrade to an Organization Plan with multi-workspace support.
Power-Ups are premium add-ons that enhance products or bundles. Campaign Hub+ adds social media and paid ads workflows. Digital ISA adds AI-assisted appointment scheduling.
Yes! Start with individual products, upgrade to Organization anytime. Your workspace becomes your HQ, and you can add department workspaces.
Matchmaking is a two-sided marketplace feature. You need products from BOTH sides: Acquisitions (Lead Engine or Property Intel) AND Dispositions (Buyer Network). The Wholesaler Bundle includes the core products needed for two-sided matching. Optional power-ups: Match Automation ($99/mo) adds reviewed match suggestions and Deal Studio; Client Portal ($49/mo) adds buyer/seller portals for match delivery.
With Match Automation, buyers are ranked by their deal history: VIP (5+ closed deals) gets priority match access, Active (3-4 deals) waits 6 hours, Casual (1-2 deals) waits 24 hours, and New buyers wait 48 hours. This rewards your best buyers with earlier access.