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Now accepting early access

The real estate
platform agents
actually want.

Meridian replaces your IDX site, CRM, email tools, TC software, and direct mail stack with one platform — and lets your lender partner pay half the bill.

Replace $340/mo
of fragmented tools
37:1
LTV to CAC ratio
<0 months
CAC payback period
Join the waitlist →See what's inside ↓
Meridian — pipeline
SJ
Sarah Johnson
Viewed 6 listings · Luxury
Hot94
MR
Marcus Rodriguez
Zillow Flex · 30% referral
Warm61
AL
Amy Liu
SMS drip · Day 4 of 14
Nurture38
AI insight
Sarah has viewed 3 listings over $1.8M this week. Auto-enrolled in luxury drip.
Replaces kvCORE · Follow Up Boss · Real Geeks · BoomTown · Lofty600+ MLS markets via Trestle RESO APIRESPA · TCPA · SOC 2 · NIST compliant
The problem

The average agent pays $340/mo for five tools that don't talk to each other.

An IDX site. A CRM. An email tool. TC software. A direct mail service. Each one requires a separate login, a separate bill, and a separate workflow. Nothing connects. Deals fall through the cracks.

01
Leads die in your inbox
Leads pour in from Zillow, your IDX site, Facebook, and OJO with no central routing, no attribution, no automated follow-up. Response time kills conversion.
02
Escrow runs on email
Wire fraud costs U.S. buyers tens of millions annually — through the same unencrypted email threads you use to share contracts and wiring instructions.
03
Past clients forget your name
90% of buyers say they'd refer their agent. Almost none do — because over a 15-year ownership span, no system keeps you top of mind.
04
RESPA is a landmine
A lender paying for your software informally is a $1.95M CFPB fine waiting to happen. Most platforms leave compliance entirely up to you.
The solution

Five modules. One platform. Zero fragmentation.

Each module solves a specific pain point. Together they replace your entire stack.

Lead CRM + IDX
Behavioral automation tracks which properties each lead views and triggers personalized follow-up automatically. TCPA-compliant SMS with A2P 10DLC built in.
Replaces: Follow Up Boss + Real Geeks
Secure client portal
Every buyer and seller gets a private, encrypted workspace for documents and milestones. Wire fraud warning on every page — cannot be disabled. Home binder stays with them forever.
Replaces: Dotloop + email threads
RESPA co-marketing engine
Your lender pays up to 50% of your subscription. Ad space automatically proportional to contribution. CFPB-ready audit trail generated automatically.
Unique to Meridian
Direct mail automation
"Just Sold" postcards trigger automatically when a deal closes. Birthday cards, home anniversaries, IP-to-address retargeting for anonymous IDX visitors.
Replaces: Lob manual integration
Transaction coordination
On-demand TC service at $395–795/file. One-click activation from any deal. VA gets full portal access. Leave Meridian and lose your TC team — the ultimate retention mechanism.
Replaces: $65k full-time TC hire
The lender flywheel

Let your lender pay half your software bill. Legally.

Meridian's RESPA engine algorithmically enforces every co-marketing rule. Proportional billing, mandatory co-branding, immutable audit trails — built in, not bolted on.

—Lender pays up to 50% of your monthly subscription
—Ad space automatically proportional to contribution
—CFPB-ready audit trail generated automatically
—"Advertisement" label auto-appended — no manual step
Co-marketing dashboard
First Horizon Mortgage · James Wu
NMLS #1284771 · Active partner
Lender pays
50%
$64.50 / mo
Your cost
50%
$64.50 / mo
✓ Audit log current · Ad space verified 50% · CFPB compliant
Pricing

Start lean. Scale to a brokerage.

With your lender paying 50%, the effective cost of the Grow plan is $74.50/mo. Less than one hour of your time.

Establish
$79/mo
+ $149 one-time setup
Solo agents
  • ✓Single MLS feed (Trestle)
  • ✓Contact CRM + lead routing
  • ✓IDX website (1 domain)
  • ✓TCPA-compliant SMS + email drip
  • ✓Basic automation
Get early access
Most popular
Grow
$149/mo
+ $349 one-time setup
Teams up to 5 agents
  • ✓Everything in Establish
  • ✓Secure encrypted client portal
  • ✓RESPA lender co-marketing engine
  • ✓AI behavioral lead scoring
  • ✓Direct mail API automation
  • ✓TCaaS on-demand access
Join waitlist
Brokerage
$349/mo
+ $1,299 one-time setup
Unlimited agents
  • ✓Everything in Grow
  • ✓White-label branding
  • ✓Enterprise admin controls
  • ✓Multi-MLS feeds
  • ✓Priority support + SLA
  • ✓Dedicated account manager
Contact us

All plans include a 14-day free trial. No credit card required to join the waitlist.

Built for the most regulated industry in America.

RESPA, TCPA, NIST, SOC 2 — compliance is the foundation, not an afterthought.

RESPA compliant
TCPA / FCC 2025
SOC 2 Type I path
NIST SP 800-53
RESO Web API
MFA enforced
Row-level security
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Early access

Be first in line when
Meridian launches.

We're onboarding early access agents and brokerages in select markets. Join the waitlist to secure your spot and get founding member pricing.

No credit card required · Limited spots available

No spam. No credit card. Just early access when we're ready.