Pricing

What we offer

Pricing PlansOptibroker Packages

Generic Package Personalised Package Bespoke Package
Set UP
£0
Buy Now
Set UP
£750
Buy Now
Set UP
£5000
Buy Now
Principle account £70 per month £70 per month £70 per month
Includes one administrator licence
Adviser account £70 per month £70 per month £70 per month
Please note no additional charges are payable unless indicated
Includes
Includes one administrator account
Administrator account £15 per month £15 per month £15 per month
Optibroker colours and Logo
Personalised colours and Logo
Optibroker Emails
Personalised Emails from Broker
Optibroker Text Messages
Broker own text messages
Cartoon Avatar
Generic Avatar
Personalised to firm
Firm Avatar
Broker Avatar
G I personal assistant
GI Cartoon Assistant
Personalised to firm
Christmas/Birthday/easter Mothers day/ Valentines / Thankyou emails
The vault (cost neutraliser)
Auto quote facility GI
Auto quote facility Term
With optional video
Bespoke email of video for messages
Bespoke advertising banner
Communications Systems
API Intergration with Zoom
Api Intergration with Go to meetings
API intergration with Teams
Mortgage Sourcing
API Intergration with Trigold
Mortgage Apply functions
Trigold Connect
EIDV/AML Systems
Intergration with Thirtford
Intergration with opensourcing
Integration with Pep and Sanctions search
Integration with customer identification
Integration with Biometric authentication
Payment systems
Integration with Stripe #
Protection Life and Cic
Integration with Ipipeline ~
Integration with the exchange
Personalise the System
*PLEASE NOTE AN AMOUNT IS DEDUCTED FROM EACH TRANSACTION IN ORDER TO PAY FOR THIS FACILITY THIS IS CURRENTLY 3% OF THE TRANSACTION VALUE
Personalised API
Fact Find Modification
Avatars Cartoon
Avatars People
Personalised Avatars
Protection General Insurance
Integration with Paymentshield
Integration with Uinsure
Adapted sales process
*Please note an amount is deducted from each transaction in order to pay for this facility this is currently 3% of the transaction value.
*please note that you may need to pay an additional licence fee of £10 per user for The exchange or £15 per user for Ipipeline . All fees are monthly and paid direct to provider. All prices exclude VAT