Plans and Billing Settings

The Settings pages and options available to you, including Plans & Billing, depend on your account plan and user role. Master Users have access to all available settings; options for other user roles will vary

Master Users in Enterprise plans can set up custom roles to grant access to specific Settings pages.

 

To view details on your current plan and track usage, or switch to a different plan, open Settings / Plans & Billing. Your current plan is listed at the top.

 

At the bottom of this page are three sections where you can make changes to your current account.

  • Active Add-Ons: Add more SMSs, Invites, or the Mortgage Add-On to your account

  • Billing Information: Manage billing address, payment method, and view billing history

  • Account Usage: Add account users, and track the number of Invites and SMSs sent so far

 

To change your plan, click Change below your current plan name.

 

The Change your Plan page lists all available plans, with pricing and descriptions. All prices are in USD.

The slider at the top enables you to switch between monthly and annual billing For the Business plan, click Contact Sales to discuss options. If your company has 10 or more users, you can click Learn More at the bottom, to learn about Enterprise plan details.

 

To change your plan, click Change Plan for the plan you want, then click Update at the bottom to start the transition process.