Pricing / deal-conversion layer

Free until first verified lead. Independent broker plans start at $150/mo.

PEO Tools is priced as a conversion layer for brokers, not as a small software bill. No commission, no marketplace toll, and no broker-owned lead routed away from you.

Live engine, sample brand, no account. Free until first verified lead.

Public entry point, scoped rollouts

Same engine, same proof, different rollout size.

The public number is the independent broker starting point. Network, multi-office, and PEO partner deployments are quoted based on rollout, domain count, routing, and support needs. You own every lead in every model.

Independent broker
$150/mo start
For the broker putting PreQualify under their own brand and working verified leads directly.
  • +PreQualify on one approved domain
  • +The full engine and line-by-line report
  • +Verified lead delivery to you
  • +No commission, no marketplace toll
  • +Broker owns the lead
+ Voice Assist add-on (rolling out)
Free until first verified lead.
Network / multi-office
Quoted
For firms running the engine across offices, producers, domains, or a shared lead-routing operation.
  • +Rollout based on offices and domains
  • +Lead routing built around your workflow
  • +CRM delivery scoped before launch
  • +Shared reporting across the deployment
  • +Same proof standard on every site
+ Voice Assist add-on (rolling out)
Quoted based on rollout.
PEO partner deployment
Let's talk
For PEO partners deploying broker-branded proof across a channel, region, or referral program.
  • +Channel rollout plan
  • +Per-broker configuration
  • +Partner-level reporting
  • +Install and support model scoped up front
  • +No marketplace detour
+ Voice Assist included at rollout
Quoted based on rollout.
Voice assist / optional add-on

Add a live guide to every PreQualify screen.

An AI voice guide on your locked preview and your full report, under your brand. It catches the prospect at the unlock and warms the handoff to your discovery process, and it drops every conversation into the same lead record. Like the engine, it only earns its place if it lifts your verified leads and broker conversations.

Voice Assist

Rolling out to qualified deployments. We scope usage and routing before launch so it supports the lead path without turning the offer into a generic add-on menu.

%
Annual discount after month two
Move to annual billing once the engine is producing, for better client economics.
New
New and custom features
We take your requests case by case to make this tool even more effective for your business.
Compare the public entry point and scoped deployments
Feature IndependentStarts at $150/mo NetworkQuoted PEO partnerQuoted
Full PreQualify engine✓✓✓
White-label embed✓✓✓
Your rate card support✓✓✓
Verified lead deliveryIncludedScopedScoped
Voice assistScopedScopedScoped
Email and SMS alerts✓✓✓
Webhook and API accessNo✓✓
Basic analytics and reporting✓✓✓
Advanced analyticsNoLimitedFull
Multiple domains and usersNo✓✓
Priority supportNo✓✓
Custom integrationsNoNo✓
What no rollout changes

The proof standard does not move.

Same engine in every deployment

The same math, sourcing, report structure, and CPA-checkable proof standard run in the independent broker entry point and in larger rollouts.

You own every lead, always

The record is created for you and belongs entirely to you. PEO Tools does not receive it, resell it, or route it anywhere. No commission, no marketplace toll.

Neutrality holds in every deployment

The engine shows a no when a PEO does not help. That honesty is not a feature we ration.

Voice is a layer, not a paywall.

The engine, the math, and your lead ownership are identical with or without it. Voice assist only changes how many prospects make it across the line, never what the report says or who owns the lead.

The free model

Free until first verified lead.

Independent broker plans start at $150/mo after that. Network, multi-office, and PEO partner deployments are quoted based on rollout. No commission, no marketplace toll, and the broker owns the lead.

That is the whole model. The engine has to earn the relationship before it bills you, which only works if the engine is good enough to bet on. We think it is, so we put the risk on our side of the line.

The second service

When the website is the problem.

Broker SitesAvailable

A managed broker website with focused visitor paths, analytics, lead routing, and a place for PreQualify when included. Managed service starts at $1,900 setup plus $279 per month. Purchased builds start at $5,900.

Running the engine under a whole network, across multiple offices, or with a PEO partner channel? The rollout is scoped together on one call. .

Go be the prospect

Do not decide from the public number. Go be the prospect.

Run it on a live, sample-branded deployment and watch the engine prove the PEO case, line by line. Then judge it as a deal-conversion layer, not a commodity software line item.

Running a network or multiple offices? .
FAQ

Frequently asked questions

What does the $150 per month plan include?

The full PreQualify engine on one approved domain under your brand, the line-by-line report, verified lead delivery, and email and SMS alerts. You pay nothing until your first verified lead.

What counts as a verified lead?

A prospect who ran their own numbers and confirmed a working mobile number by SMS before their contact record was created for you. No form-fill guesses, no purchased lists.

What do Broker Sites cost?

Managed Broker Sites start at $1,900 setup plus $279 per month. Purchased builds start at $5,900. Full details are on the Broker Sites pricing page.

Do you take a commission on my deals?

No. No commission, no marketplace toll, no lead routed away from you. Every lead belongs to you.