Milo Plans & Pricing
Mortgage Retention Platform Pricing

Choose the plan
that fits your goals.

Simple, transparent pricing for an all-in-one mortgage retention platform. Everything you need to turn your past database into a steady stream of closed loans. No contracts. No minimums. Pay as you go.

Running a lender, bank, credit union or servicing book?
Enterprise pricing scales with your database and isn't listed publicly. Create an account to see volume rates, or talk to our team.
Create an Account to View Enterprise Pricing → Talk to Sales
All plans include onboarding, 4 blended AVMs, and real-time intent alerts.
Core
Engage your database & get key activity alerts.
$ 199 /mo
Every month · cancel anytime$199$169/mo billed annually
Start with Core →
Includes
Monthly home value reports sent to every client in your database, fully branded.
White-labeled home search site across 500+ MLSs
Full LO branding throughout the experience
Alerts on 30+ high-intent customer actions
Weekly summary of client activity
Sponsor real estate agents to add value
Up to 500 clients +$30 / 100
Most Popular
Premium
Double your opportunities with full client monitoring across the web.
$ 279 /mo
Every month · cancel anytime$279$237/mo billed annually
Choose Premium →
Everything in Core, plus
IntentIQ. Track your clients across the web, not just inside Milo
LifeIQ. Engagements, marriages, new babies and divorces, the moments that start a move
ListingIQ. Know the moment a client lists their home for sale
Take full advantage of the market upswing with 2× lead conversion
Monthly exports of all client data to run your own analysis
Premium support for you & your clients, < 2hr response
Up to 500 clients +$42 / 100
Discounts available for large databases
Team
Tailored for branches & small brokerages, built for shared performance.
$ 1,299 /mo
Every month · cancel anytime$1,299$1,104/mo billed annually
Talk to Sales →
Everything in Premium, plus
Up to 3,000 clients across 10 loan officers
Daily branch manager reporting on opportunities
Dedicated subdomain & logo with 2 custom ad spaces in every report
25% off DebtIQ & CreditIQ. Consolidation and competitor-credit-pull alerts at team rates
Option to participate in revenue share
Lightweight CRM integration for better data & reporting
SPRINGTEAM50, Get 50% off your first two months
697%

The math behind Milo's ROI.

A single recovered refi can pay for a year of Milo many times over. Average customer ROI is 697% in year one. Most lenders see results within the first 90 days.

Compare Plans
Everything, side by side.
Feature Core Premium Team
Database engagement
Monthly home value reports4 blended AVMs · 98.5% match rate
White-labeled home search site500+ MLSs · LO branded
Agent co-brandingSponsor partner realtors
Custom ad spaces in report , , 2 spaces
Intent monitoring
High-intent activity alertsEquity scenarios, search, callbacks 30+ signals 40+ signals 40+ signals
IntentIQ web trackingWatch clients across 2,000+ sites ,
Weekly activity summary
Daily branch manager reporting , ,
Scale & team
Loan officers included 1 1 Up to 10
Clients includedAdd-on pricing scales with you 500 500 3,000
Additional clientsPer 100, on top of the base plan +$30 +$42 Custom
Monthly data export ,
CRM integration , ,
Revenue share option , ,
Support
OnboardingDedupe, AVM coverage, sample report
Support response Email · 24h Premium · <2h Dedicated CSM
Contracts & minimums None None None
James Forte, CEO of Forte Financial
“
Milo is by far the best money I've spent on tech or marketing since opening my brokerage in 2019.
I just had a team meeting and told my LOs they're leaving money on the table if their clients aren't in there.
James Forte, CEO, Forte Financial

No contracts

Pay monthly. Cancel anytime. No annual lock-ins or hidden seat minimums.

Live in days, not months

Upload your CSV, design your brand, send your first report within a week.

SOC 2 & SSL secured

Bank-grade encryption. Your database stays yours. We never resell client data.

Switch plans anytime

Upgrade to Premium or Team from inside your dashboard. No re-onboarding.

Pricing FAQ
Common pricing questions.
What happens if my database is bigger than 500 clients?
+
Easy. Every plan scales by 100-client blocks (Core: +$30 · Premium: +$42). Team plans negotiate custom rates above 3,000 clients. Pricing always scales linearly: you only pay for what you actually use.
Is there a setup or onboarding fee?
+
No. Onboarding: including database dedupe, AVM coverage validation, branding setup, and a sample-report approval, is included on every plan at no extra cost.
Can I switch between plans later?
+
Yes, any direction, any time. Upgrade or downgrade from your admin dashboard and the change goes into effect on your next billing cycle. We pro-rate everything fairly.
Do you offer team or enterprise discounts?
+
Yes. The Team plan covers up to 10 LOs and 3,000 clients out of the box. For larger brokerages and enterprise lenders we offer custom pricing, dedicated CSMs, and SSO. Talk to Sales for a quote.
What payment methods do you accept?
+
All major credit cards (Visa, Mastercard, Amex, Discover) and ACH bank transfers for annual plans. Invoiced billing is available for Team and Enterprise customers.
Is there a free trial?
+
There's no contract, no minimum, and no setup fee, so Milo is effectively risk-free month-to-month. We'd rather earn your business with results than lock you in with a trial. Most customers see their first hot lead in 30 days.
Get Started

Pick a plan.
Watch your database wake up.

Start in 15 minutes. Send your first branded report this week. Pay only for what you use.

Design Your System → Book a Demo