For title, escrow, brokerage, MLS and association teams
Sponsor up to 25 agents with co-branded Sumline calculators and reports. Agents retain their accounts and client privacy; you receive aggregate adoption reporting.
Partner $49/mo after a 30-day free pilot · Cancel anytime · 25 sponsored agent seats included.
Sponsored agents
Instead of another branded notepad, sponsor the seller net sheet and investor reports your agents already send to clients.
This is co-branding, not a white-label product. Sumline stays Sumline, the agent stays the primary brand on their own reports, and your company appears as a secondary “Sponsored by” credit.
Agents will only accept a sponsorship they trust, so the boundary is fixed in the product, not left to policy.
Joining is the agent’s choice. An agent becomes sponsored only by accepting your invite link from their own signed-in account.
Sponsorship does not transfer ownership. The agent’s account, saved scenarios and reports remain theirs.
Cancelling changes only what comes next. If you cancel, or remove an agent, sponsored Estate Pro access and the “Sponsored by” co-branding stop applying to new output. Reports and share links already created are not deleted, rewritten or relabeled, and a personal Estate Pro subscription keeps working independently.
One Partner plan at $49/month with a 30-day free pilot covers both distribution paths — sponsored agents and your embedded calculator. The Sumline-branded embed stays free.
Drop a working seller net proceeds calculator on any site — free, no card required.
Everything in Free — plus sponsored agents, co-branding and lead capture from your embedded calculator.
Also available: embed Sumline on your website.
A separate, optional path on the same Partner plan. Paste one snippet on any page of your site: sellers run their numbers, and when they ask for their report by email they land in your inbox as a lead. Requiring contact details is a setting you control. Your logo, colors and tagline appear on the widget, and every lead exports to CSV.
Live preview — the same widget your visitors will use.
Leads appear instantly in your Partner portal under Leads, and we email you a copy at your partner-account address the moment they're captured.
Two separate distribution paths, both included in the $49/month Partner plan. They are not the same workflow and they do not share data: embed leads are your website visitors, while sponsored agents run their own private client work inside their own accounts.
| What differs | Sponsored Agents | Embedded Calculator |
|---|---|---|
| Where it lives | In each sponsored agent's own Sumline account | On your website, in a page you choose |
| Who uses it | Up to 25 agents you invite, after they accept | Any visitor who lands on your page |
| Your branding | Secondary “Sponsored by” block on new PDFs and share links | Your logo, color and tagline on the widget and its reports |
| What you receive | Roster and aggregate program counts only | Named seller leads with email, and CSV export |
| Client and property data | Private to the agent — never visible to you | Provided by the visitor to you through the lead form |
| Best for | Title, escrow and brokerages supporting a roster of agents | Driving and capturing seller traffic on your own site |
Sponsored agents are separate from Estate Pro, the $19/month plan an agent can buy for themselves — if a sponsored agent already pays for Estate Pro, that subscription keeps running on its own.
FAQ
Quick answers for agents and brokerages considering the Partner plan.
Up to 25 agents at a time on one Partner plan. Your own account does not use a seat. If you reach the limit, remove an agent to free a seat. There is no unlimited-agent tier — the cap is 25 seats.
No. This is co-branding, not white-label. Sumline remains Sumline and the agent stays the primary brand on their own reports — their name, photo, brokerage and contact details. Your company appears as a clearly secondary block labeled “Sponsored by” on new PDFs and new share links.
Only account-level facts: the agent's account name, the email on their account, the date they joined your plan, their membership status, and their last-active date. You also see aggregate program counts. You cannot see their calculator inputs, client or property details, saved scenarios, report contents, PDF files, share links or any dollar values.
Yes. Sponsorship only starts when an agent opens your invite link, reads what you will and will not be able to see, and accepts it while signed in to their own Sumline account. You cannot add an agent without their action, and you cannot sponsor an agent who is already on another sponsor's plan.
Sponsored Estate Pro access and the “Sponsored by” co-branding stop applying to anything created after that point. Nothing is deleted: the agent keeps their account, saved scenarios, and every PDF and share link already created, and those existing files are never rewritten or relabeled. If the agent also pays for Estate Pro personally, that subscription continues on its own.
No — they are two separate distribution paths on the same $49/month plan. The embedded calculator lives on your website and captures named seller leads for you. Sponsored agents use Sumline in their own accounts, and their client work is private to them. Embed leads never mix with sponsored-agent data.
Yes. Cancel with one click from the Billing page in your Partner portal — no long-term contract and no cancellation fee. If you cancel during the 30-day free pilot you are never charged, and after the pilot you keep access through the end of the current billing period.
The embed works on WordPress, Wix, Squarespace, Webflow, Showit, and any website builder that allows you to paste an iframe or script snippet. Your partner portal generates both an <iframe> tag and an async <script> tag, so you can pick whichever your site supports.
Tell us your company name and we’ll set up your Partner account. Your sponsored agent invites are created in the portal straight after.