Agent Plans
Choose the plan that matches your volume.
Everything you need to impress relocating clients
White-Label Reports
Your logo, your colors, your brand. Clients see a professional PDF and email with your branding — Reloc8te stays in the background.
Client Self-Setup
Invite clients to a simple, branded intake wizard. They enter their own details and upload tax documents; you're notified the moment their report is ready to run — no data entry for you.
Client Management
Track clients, their preferences, and their reports from one dashboard — and export your client list to CSV for your CRM. No spreadsheets required.
AI-Powered Analysis
Each report synthesizes 50+ data points from government sources into a clear, actionable narrative your clients will love.
Real Financial Data
Approximate tax comparisons, veteran benefits, and cost-of-living differences calculated from your client's real data — a clearer starting point than generic averages.
Generate in Minutes
Fill in a client's details and generate a full report in under 5 minutes. Deliver it via email with one click.
Personal Branding
Your headshot, bio, and contact info appear on every client's report and share page — and clients can send you a question with one click, straight to your inbox.
Your Own Agent Page
Get a public, search-optimized profile at reloc8te.com/agents/you — headshot, bio, license, the areas you serve, and your social links, built to help new clients find you.
Team Support
Agent Team plans include up to 5 seats with shared branding, a shared client list, and team analytics showing each agent's reports and clients.