Billing

Choose the plans that works best for you.

Dashboard > Settings > Billing

The billing settings page allows you to manage your MortgageQuote subscriptions.

Choosing a plan

If you are only looking to test MortgageQuote's products or only use the features available on the free plan you can skip this step.

If you're currently using the free plan and want to access more advanced features, consider upgrading to one of our paid plans. Each paid plan offers a unique set of features tailored to different needs:

• Lite Plan: Ideal for users who need enhanced mortgage visibility with the Best Buy Table.

• Pro Plan: Perfect for professionals requiring comprehensive tools such as Mortgage Quoting and MortgageChat.

• Bridging Plan: Best for those focusing on bridging finance with dedicated BridgingQuote functionality.

• Later Life Lending Plan: Suitable for offering bespoke later life lending solutions with LaterLifeQuote.

Plans breakdown

Here is a breakdown of the plans we have to offer.

Lite Plan - £15.00 billed monthly, excluding VAT

The Lite plan includes all features in the free plan along with a Best Buy Table which allows you to display the top 5 mortgages products throughout our lender panel.

Plan Features:

• Best Buy Table

• Expansive mortgage data

• Access to 90+ lender's mortgage rates

Pro Plan - £35.00 billed monthly, excluding VAT

The Pro plan includes all features in the free plan and lite plan along with our flagship Mortgagae Quoting System, MortgageChat and MortgageComparison.

Plan Features:

• MortgageQuote

• MortgageChat

• MortgageComparison

• Best Buy Table

• 10,000+ Mortgage Plans

• 90+ Lenders

Bridging Plan - £25.00 billed monthly, excluding VAT

The Bridging plan includes all features in the free plan along with BridgingQuote which allows you to embed a highly customisable bridging quoting system into your website.

Plan Features:

• BridgingQuote

• Expansive bridging finance data

• Large variety of bridging lenders

Later Life Lending Plan - £17.50 billed monthly, excluding VAT

The Later Life Lending plan includes all features in the free plan along with LaterLifeQuote which allows you to embed a highly customisable later life lending affordability quoting system into your website.

Plan Features:

• LaterLifeQuote

• Expansive Later Life Lending Data

• Access to 100+ Lenders

• 1,500+ Later Life Lending Plans

• 10,000+ Mortgage Plans

Step 1: Choose your plans

You can select multiple plans - You can't choose both the Lite plan and the Pro plan.

After you have chosen, click the "Upgrade Plan" button. This will redirect you to a Stripe payment page.

Step 2: Stripe checkout

To proceed with the payment, enter your billing details on the Stripe checkout. Once completed, click "Subscribe" to finalise your purchase. After a successful transaction you will be redirected to the billing page and the subscribed plan will be activated on your account. Also, you will receive a confirmation email shortly after the payment is successful.

We chose Stripe to handle payments because it’s secure, easy to use, and supports a wide range of payment methods.

Upgrading a paid plan

Please contact us if you wish to add another plan to your existing subscription. We will manage the upgrade process to ensure everything works as intended.

Managing your subscription

If you have upgraded from a free account, to manage your subscription, click the "Manage Subscription" button. You will be redirected to a stripe page. From there...

Cancelling Subscription

Click the "Cancel Subscription" button.

Invoice History

Scroll down and find "Invoice History". Under there you can see the monthly subscription invoices.

Updating Billing Information

Under "Billing Information", click "Update information".

Managing payment methods

Under "Payment Method", you can add a new payment method by clicking "Add payment method". After you have added another, you have the option to either "Delete" or "Make default" on the different methods added.

If there was a problem during these processes or you need additional help, please email us at [e-mail] and we will help to resolve the issues as soon as possible.