You'll join TruFolio as an individual agent, billed at your agency's negotiated rate. Your sponsoring agency has set up the payment flow.
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Start your free 30-day trial
Choose how you're signing up. You can convert a solo account into an agency later.
Solo plan
$99
per month · billed after trial
For licensed financial professionals operating independently. Full TruFolio platform, your own subdomain, no agency association required. Convert to an agency anytime as your team grows.
How many agents in your agency?
2–99 agents · including you as the agency owner
Small Team
$80 /seat/mo
2 × $80 = $160/mo
How would you like to be billed?
Model A · Agency-paid
One consolidated bill
Your agency pays a single monthly invoice covering all invited agents at the agency's per-seat pricing. Easy for centralized billing and accounting consolidation.
Model B · Agent-paid
Each agent subscribes directly
Each invited agent subscribes individually and is billed at the agency's per-seat pricing. No consolidated bill to manage, each agent owns their subscription.
Custom
Let's talk
negotiated pricing
100+ agents
Enterprise organizations across mortgage, insurance, financial advisory, CPA, and real estate. Volume pricing, custom terms, and dedicated support.
You'll be redirected to Stripe to complete payment. Your 30-day free trial starts immediately.
✓ 30-day free trial · Card required · Not charged until day 31
Your subdomain: youragency.trufolio.app
1 agent × $99/seat/mo$99.00/mo
Billing: Agency-paid (one invoice)—
30-day free trial$0.00 today
Then starting day 31$99.00/mo
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Subscriptions renew monthly. Cancel anytime. 5-day refund window after each billing date.