Pricing

Per seat, monthly. No tiers on features.

Three plans, sized to how your firm operates. Every plan ships with the full product — no upsell pricing on the integration you came for.

01 / Solo

Solo

For wholesalers running their own book.

$39/ month

One seat. Cancel any time.

  • Unlimited advisors and contracts
  • Document templates
  • Workflow rules
  • Carrier rate board
  • BoldSign e-signature integration
Start solo
Most teams pick this

02 / Team

Team

For small wholesaling teams up to five seats.

$129/ month

Up to 5 seats. Billed monthly.

  • Everything in Solo
  • Up to 5 seats
  • Organisation dashboard
  • Activity feed across the team
  • Invite + role management
Start a team

03 / Firm

Firm

For IMOs running six to twenty-five seats.

$399/ month

Up to 25 seats. Billed monthly.

  • Everything in Team
  • Up to 25 seats
  • Priority email support
  • Custom carrier templates per IMO
Start a firm

04 / Enterprise

Enterprise

For national IMOs with bespoke needs.

Custom

Annual contract. Volume-based.

  • Everything in Firm
  • Unlimited seats
  • Single sign-on (SAML / OIDC)
  • Custom workflow + template development
  • Dedicated success contact
Talk to us

FAQ

The questions that come up first.

How do upgrades work today?
Pricing is published; payment processing is rolling out. To change plan, email hello@vellum.app and we'll provision the seats immediately. Stripe self-service is the next thing on the list.
Does the price include BoldSign?
Yes. We absorb BoldSign signing costs at standard volumes (under 200 envelopes per seat per month). Above that, you pay BoldSign's published rates pass-through.
What about Resend email?
Same model — transactional email at standard volumes is included. We surface the underlying counts in your settings so there are no surprises.
Is there a free trial?
Yes. Solo and Team plans include a 30-day trial. No card up front. We don't pull punches on features during the trial — you see the same product as paid.
Can I switch plans later?
Up or down, any time. Switching to Team mid-cycle prorates the seat-month difference. Switching down kicks in at the next billing date.
What does cancellation look like?
Cancel from the dashboard. Your data is yours — we keep it warm for 90 days post-cancellation, then offer a one-click export to CSV before deletion.