Mortgage Platform Pricing

Take advantage of our technology already designed for the industry.
Dynamic, Customizable Marketing Templates
Data Integration
Automated Design Packages
Integrations
Dynamic, Customizable Marketing Templates
Data Integration
Automated Design Packages
Integrations
Trusted by 250+ brands who want a more tailored solution to servicing their agents.

Grow marketing services without growing team resources

Plans aligned to your next level goals.
Sales Associate Count
250
Estimated production hours saved
8,3
hours per day
10 50 250 500 1,000 2,000 5,000 10,000+

Premium

For established mortgage brokerages with marketing departments committed to streamlining their workflow.

Core Features Include:

Brand Templating & Locking

Importer to Create Dynamic Templates

Merge Text + Image Fields for Automation

Edit & Assign Templates to Specific Users

Web to Print Portal + Bulk Mail Direct Mailing + Free Hyper Targeted Mailing Data

Downloadable Assets

Compliance Approval & Audit Reporting System

AI Content Writer, AI language translator, and AI Photo Editor

Dynamic State Disclaimers per User

Concierge Marketing Request System

Multi Level User Organization/Analytics

Branded Templates

Implemented for Platform Launch

300 Designs

Continued Monthly Template Credits

6 Credits

“Nothing compares to MAXA’s design team. They helped us with premium templates to bring our brand vision to life when we were a new company.”

Masana Noma,
Marketing Director

Scale + Automation

For large lending organizations to provide an automated marketing creation service while offering self serve marketing.

Everything in Premium plus:

Automated Company Marketing Packages

Bulk Content Batch Creator

Neighborhood Property Market Statistics Data Integration

Workspaces (DBA & Local Content)

Instant Template Download with User

Client Option to Mark Up Print Prices for Revenue Share (limited to 300+ user brands)

InstaRebrand Tool: Duplicate Templates and Apply  Branding for Recruiting and More

Admin Social Media Caption Recommendations for User Publishing

25% Off Social Media Mobile App

Testimonial / Reviews API Integration

Branded Templates

Implemented for Platform Launch

300 Designs

Continued Monthly Template Credits

6 Credits

"It was heartbreaking how many hours and dollars we use to waste tracking down graphics during every audit until we partnered with MAXA. Producing quality marketing assets at scale for a large company with multiple DBA’s and teams would be impossible to manage without Maxa!"

Mark Madsen,
Marketing Director

Scale + Automation
with Automated Co-Marketing

Get access to the national property MLS data feed and auto create custom marketing packages for Realtor Partners with revolutionary automation technology.

Scale + Automation plus:

Automatic email notifications sent to review co-branded listing packages

Instant Package Sharing

Complete Admin Oversight for Brand Compliance

Curated Packages by Marketing Admins

Admin Compliance Approval System (Optional)

LOs Can Edit the Design Packages Before Sharing with Partner

25% Off Social Media Mobile App

Branded Templates

Implemented for Platform Launch

400 Designs

Continued Monthly Template Credits

8 Credits

"Maxa has been one of our favorite partnerships! The tool they have developed is our highest engaged tool within our company and has created greater efficiencies in our ability to quickly serve our Thrive community. They're pretty cool people to hang out with too."

James Duncan,
Director of Marketing

Rate Matrix Guide

Agreement terms are 1 year as part of our mutual investment.

Brokerage Users
Starter (Teams)
Premium
MOst Popular
Scale + Automation
Implementation Fee
$5,000
$5,000
$6,000
Baseline Fee
$15,000/yr
$18,000/yr
$24,000/yr
Brokerage Users
Workspace Fee
N/A
$3,600/yr
3,600/yr
+ 1 - 60
$240/yr
$300/yr
$408/yr
+ 61 - 120
$228/yr
$276/yr
$384/yr
+ 121 - 250
N/A
$264/yr
$360/yr
+ 251 - 500
N/A
$240/yr
$324/yr
+ 501 - 750
N/A
$192/yr
$276/yr
+ 751 - 1,000
N/A
$168/yr
$240/yr
+ 1,001+
N/A
$144/yr
$216/yr
Brokerage Users
Starter (Teams)
Premium
MOst Popular
Scale + Automation
Implementation Fee
$5,000
$5,000
$6,000
Baseline Fee
$3,750/qtr
$4,500/qtr
$6,000/qtr
Brokerage Users
Workspace Fee
N/A
$900/mo
$900/mo
+ 1 - 60
$60/qtr
$75/qtr
$102/qtr
+ 61 - 120
$57/qtr
$69/qtr
$96/qtr
+ 121 - 250
N/A
$66/qtr
$90/qtr
+ 251 - 500
N/A
$60/qtr
$81/qtr
+ 501 - 750
N/A
$48/qtr
$69/qtr
+ 751 - 1,000
N/A
$42/qtr
$60/qtr
+ 1,001+
N/A
$36/qtr
$54/qtr
Brokerage Users
Starter (Teams)
Premium
MOst Popular
Scale + Automation
Implementation Fee
$5,000
$5,000
$6,000
Baseline Fee
$1,250/mo
$1,500/mo
$2,000/mo
Brokerage Users
Workspace Fee
N/A
$300/mo
$300/mo
+ 1 - 60
$20/mo
$25/mo
$34/mo
+ 61 - 120
$19/mo
$23/mo
$32/mo
+ 121 - 250
N/A
$22/mo
$30/mo
+ 251 - 500
N/A
$20/mo
$27/mo
+ 501 - 750
N/A
$16/mo
$23/mo
+ 751 - 1,000
N/A
$14/mo
$20/mo
+ 1,001+
N/A
$12/mo
$18/mo
Brokerage Users
Premium
Scale + Automation
Scale + Automation
with Automated Co-Marketing
Baseline Fee
$1,500/mo
$2,000/mo
$3,000/mo
Brokerage Users
+ 1 - 60
$25/mo
$34/mo
$96/mo
+ 61 - 120
$23/mo
$32/mo
$94/mo
+ 121 - 250
$22/mo
$30/mo
$92/mo
+ 251 - 500
$20/mo
$27/mo
$89/mo
+ 501 - 750
$16/mo
$23/mo
$85/mo
+ 751 - 1,000
$14/mo
$20/mo
$80/mo
+ 1,001+
$12/mo
$18/mo
$78/mo

Annual increase by 6% per year for continued innovation.

Enhancements

Custom Template Uploads:
$3,000 for 20 hour package
MLS Data Feed through MAXA: $200/month per MLS
or $4,000/month for 230+ MLS feeds
Single Sign On Integration:
‍
$2,000 set up
Optimal Blue: $1,000 set up + $350/month Integration Maintenance
Polly.io: $1,000 set up
+ $350/month Integration Maintenance
LoanPass: $1,000 set up + $350/month Integration Maintenance
Additional Themed Design Package (300 templates): $2,500 set up
Property Market Stats
Data Integration:
$1,000 set up fee + $500/month feature fee + $50/month per MLS

Build the perfect marketing center and design studio and unlock more as your grow.

Marketing Center & Design Studio
Branded Template Design
Starter
Premium
Scale + Automation
DESIGN & TEMPLATING
InDesign Upload and Create Dynamic Templates
Lock Elements for Brand Compliance
Custom Fonts + Image Library Manager
Permission User Colors
AI Writer & Photo Editor
AI Language Translator
Copyright Free Images, Videos, Music, + More
Web to Print Portal + Co Print Pay
Hyper Target Data for Direct Mail Postcards
HTML Email Newsletter Editor & Exporter
Video Editor
QR Code Generator + Analytics
Export to JPG, PNG, PDF, PDF for Print, HTML
Custom Template Library
Social Media Mobile App & Editor
Add On
Add On
Social Media Admin Caption Suggestions
DESIGN AUTOMATION
Auto Merge Text Fields
Auto Merge Image Replacement
Auto User Profile & Branding Replacement
Auto Co-Partner and Co-Marketing
Property MLS Data
Merge Neighborhood Market Statistics Data
Add On
Store Disclaimer or Disclosure text to auto-populate
Merge Testimonial Reviews into Templates
Merge Any Custom Data from API or XML file
Automated Company Marketing Packages
Automated Listing Marketing Packages
Bulk Create Content for all Users
SCALE INTERNAL SYSTEM
Brand Asset Distribution
Multiple Levels of Template Organization
Instant Download with User Profile Info
Export User Designs to 3rd Party CRM
Custom Concierge Requests Forms
Content Publishing to Social Media
Social Media Scheduling
Custom Swag Store
Add On
Add On
Add On
Custom Vendor Marketing Store
Add On
Add On
Add On
Admin Email Notifications
Admin Pop Up Notification within Platform
USER MANAGEMENT
Permission Templates to Specific Users or Groups
Auto Create Accounts with Single Sign On (SSO)
Multiple Levels of Admin Roles
Impersonate and Become Users
Comprehensive Template Analytics
Comprehensive User Activity Analytics
Compliance Approval Process
Download Marketing for Audit Reports
Workspaces (Learn More)
Franchises + DBA Auto Branding
Co-Branding Assignment and Management
INTEGRATIONS & MORE
Xpressdocs Printing
MLS Property IDX
MAXA Custom Single Sign On (SSO)
Google Business or Microsoft Azure
OKTA or Onelogin
Experience.com + TestimonialTree.com
Stripe Integration for Paid User Subscriptions
Evocalize.com (Coming soon)
Figma.com Integration (Coming soon)
SUPPORT
Custom Template Migration and Uploading
How To Tutorial Library for Users and Admins
Email Support (Mon-Fri 10am to 8pm EST)
Custom Success Manager
Live Training Program for Admins and All Users
Get 300+ custom branded

marketing templates included with your platform

Social Media Posts
Recruiting Social Media Posts
Testimonials
Recruiting Packet
Cobranded Property Flyers
Video Reels
HTML Email Signatures
HTML Email Newsletters
Social Media Banners
Buyer Materials
Social Media Stories
Rate Sheet Flyers
Market Stats & Data Marketing
Company Brochure & Presentations
Business Cards & Stationery
Loan Program Flyers

Estimated Timeline

Meeting 1

Kick Off Call +Platform Consultation

Including Introductions + Discovery

Meeting 2

Template +
Print Consultation

Print Introduction + Theme Choice Confirmation

Meeting 3

Review & Test Platform

Confirming Category Organization and Footers

Meeting 4

Admin Tutorial Part 1 / Launch Lock

Learn Admin Panel Basics + Admin Panel Access. Locked into Change Freeze for Launch

Meeting 5

Admin Tutorial Part 2

Advanced Admin Panel training + Q&A. You are now empowered to manage your users and templates!

Meeting 6

Adoption Strategy

Launch promotion strategic review and continued training if needed.

Launch!

Post Launch Review with Success Manager

Reviewing post-Launch user adoption and experience with your dedicated Success Manager.

Get a Live Demo

We will contact you within 24 hours. In your demo we will cover current challenges, company goals, questions you may have, and MAXA solutions.

Let’s have
a Zoom

Artin Anderiasian
EVP, Sales

Dominic Benson
Director of Strategic Partnerships

Daniela Schmidt
Brand Director