Pricing

Simple pricing for mortgage teams that want everything in one platform.

Cashly gives your team the CRM, AI layers, calling tools, onboarding, training, and direct support in one plan so you do not have to stitch together separate tools.

One price No locked modules or hidden add-ons.
Built for brokerages Workflow, calling, AI, and support are all included.
Team pricing The bigger the team, the more you save on monthly and annual plans.
Cashly CRM

All-in-one brokerage platform

Best value
CAD$ 159.20 /month

Billed annually at CAD$1,910.40 per user each year.

Annual savings CAD$477.60 saved per user
Included Everything you need to run the team
  • CallSense, DealSense, DocSense, Broker Copilot, Auto Dialer, email drips, and SMS drips
  • 1-on-1 live onboarding sessions and unlimited training
  • 24/7 support directly with the development team
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If Cashly helps your team close even one more mortgage, the platform can pay for itself quickly.

Everything Included

Everything your brokerage needs, in one complete plan.

Cashly is priced as a complete operating system for mortgage teams, not a base plan that forces you into upgrades later.

CRM and workflow

  • Opportunity pipeline and file tracking
  • Lead management, notes, reminders, and visibility
  • Shared team workflow across active deals

AI layers included

  • CallSense for call visibility and performance
  • DealSense for lender-fit ranking support
  • DocSense for document routing and file context
  • Broker Copilot for follow-up and workflow assistance

Calling and outreach

  • Auto Dialer and campaign calling tools
  • Call analytics and user activity visibility
  • Email drips and SMS drips in the same workflow

Setup and support

  • 1-on-1 live onboarding sessions
  • Unlimited training for your team
  • 24/7 direct support from the development team
Why teams choose annual

Save more and get the team up to speed faster.

The annual plan gives you the same full Cashly experience while lowering the effective cost per user and making rollout easier to commit to.

20% annual discount
CAD$477.60 saved per user each year
24/7 direct team support included

Monthly

CAD$199 / month

Best if you want to start with flexible month-to-month billing.

Recommended

Yearly

CAD$159.20 / month

Billed annually at CAD$1,910.40 per user with full feature access.

Team Savings

The bigger the team, the bigger the discount.

Team-size savings apply as your brokerage grows, and annual billing gives you the biggest overall discount.

Team size Extra discount How it works
6+ users 5% more

Best for growing teams that want to roll out Cashly across multiple brokers and support staff.

20+ users 10% more

Ideal for established brokerages that want one shared operating system across the team.

50+ users 20% more

Built for larger organizations standardizing workflow, calling, AI tools, and training at scale.

100+ users 30% more

For enterprise-scale rollouts, speak with our team for implementation support and pricing alignment.

FAQ

Questions teams usually ask before getting started.

Is this pricing per user?

Yes. Cashly is priced at CAD$199 per user monthly, or CAD$1,910.40 per user yearly after the 20% annual discount.

Are the AI tools included?

Yes. CallSense, DealSense, DocSense, Broker Copilot, calling tools, onboarding, training, and support are all included in the same plan.

Do drips and outreach tools come with the plan?

Yes. Email drips, SMS drips, Auto Dialer, and campaign calling tools are included, so your team can run outreach without bolting on separate systems.

Do larger teams get better pricing?

Yes. Teams over 5, 20, 50, and 100 users get additional discounts on both monthly and annual pricing. If you are planning a larger rollout, we can tailor the rollout with your team.

Ready to see it live?

Book a walkthrough and see how Cashly fits your brokerage.

We will walk through the product, show the included features in context, and answer questions about setup, training, and support.

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