FOR AGENTS, BROKERAGES, LENDERS AND ACCOUNTANTS
Partner pricing
You license seats. Your clients get Portfolio+ at no cost to them. You stay useful between transactions, which is the part that is hard to buy.
Plans for individual agents
Pick a plan, sign up and pay by card. Annual, no per-client fees. Your clients never pay anything.
Solo Agent
For independent agents who want to stay in touch after closing.$1,000/ year
10 client seats plus your admin seat
- Up to 10 client seats
- Client roster portal
- Client hand-raises: clients press a button with your name, and you get an email
- Personalized invite links
$100 a client seat, a year
Producer
For producing agents who serve a real book of clients.$2,250/ year
25 client seats plus your admin seat
- Up to 25 client seats
- Everything else is the same as Solo Agent
$90 a client seat, a year
Team Lead
For team leaders who want every client served under one roof.$4,800/ year
60 client seats plus your admin seat
- Up to 60 client seats
- Everything else is the same as Solo Agent
$80 a client seat, a year
Want a short pilot first, or running a brokerage? Talk to us.
More ways to partner
Coming soon
Reach
For agents who want to reach their whole book of past clients.$300/ year
- Invite up to 250 clients to Nimbus Free under your name
- 3 Portfolio+ seats included
- Then $100 for each client who moves up to Portfolio+
Lenders and loan officers
Keep your own borrowers up to date after closing.Talk to us
- Covers your own borrowers
- Escrow and PMI checks on their mortgage statements
- Priced with you, by the number of borrowers
Accountants and CPAs
Give your clients one place for the tax side of their home.$900/ year per 10 seats
- Seats in blocks of 10, for your own clients
- $750 a block at 5 or more blocks
- Their 1098s, property tax bills and closing statements in one place
What the seat gives your client
A seat is full Portfolio+ access, the same plan homeowners buy for themselves.
- Their mortgage statement, escrow, property tax and insurance bills checked, with what we found
- A monthly check on their home costs, and a note when something changes
- Unlimited questions to Chene, their AI agent
- The Trove document vault for closing statements, tax forms and bills
REFER ANOTHER PARTNER
Earn on every partner you bring in
20 percent of a referred partner's annual plan for 24 months, paid by ACH when you request it, with no minimum.
$400Solo Agent
$900Producer
$1,920Team Lead
Partner questions
Do my clients pay anything?
No. A seat you assign gives that client Portfolio+ at no cost to them. If they leave your roster, or stop sharing with you from their Settings, they keep their account and their data, and you no longer see them.
What counts as a seat?
One client. Your own admin seat is included on top of the client seats listed on each tier, so a Solo Agent plan is 10 client seats plus your own.
Can I see what my clients are doing?
No. You see who joined through your links and how many seats you have left, nothing they do in Nimbus. When a client wants to talk, they press a button with your name on it, and you get an email with their name, email and note.
How is this billed?
Once a year, by card, when you sign up. No per-client fee. Your plan starts as soon as the payment goes through, and you can invite clients right away.
What if I need more seats?
Move up a plan. If you need more than 60 seats, talk to us.
Can I try it first?
Yes. Talk to us and we can set up a short pilot with a few clients before you pay.
I run a brokerage, a lending team or an accounting firm. Is there a different plan?
Yes, talk to us. A lender plan covers the lender's own borrowers. Accountants buy seats in blocks of 10 for their own clients.
Start with your next closing
Pick a plan and invite your first client today. Want to try it with a few clients first? Talk to us about a pilot.