Overview

You can move between IDX Broker Core and IDX Broker Engage, and add or remove IXACT Contact CRM, yourself from the Upgrade Center in your IDX Broker dashboard. Changes to or from IDX Broker Elite are handled by our Support team.

What account types are available?

IDX Broker has three account types:

IDX Broker Core ($60/month)

For real estate professionals getting started with IDX home search. Includes:

• All standard IDX features
• Essential plug-and-play widgets
• Customizable Map Search, Home Atlas, and Polygon Map Search
• Advanced lead capture settings and My Listings Manager insight
• AI-driven features and behavioral-based automated emails
• Premium Support

IDX Broker Engage ($99/month)

For real estate professionals looking to build credibility and increase engagement. Includes everything in Core, plus:

• Custom widgets
• Social Logins
• Market Reports and Sold Data*
• AI Smart Search and AI Redesign
• Monthly Market Report email updates

IDX Broker Elite ($149/month)

For real estate professionals looking to elevate their brand with a customizable website. Includes everything in Engage, plus:

• A templated, mobile-responsive website built by our development team
• Custom branding
• Video integration
• Website hosting

*Sold Data availability depends on your MLS. Some regions have restrictions.

For a full side-by-side comparison, see Compare IDX Broker Plans.

What is the IXACT Contact CRM add-on?

IXACT Contact CRM is an optional add-on that works with every IDX Broker account type. It's $50/month on top of your account type.

In the Upgrade Center, account types that include IXACT show "+ IXACT CRM" in the name, for example IDX Broker Core + IXACT CRM.

Which changes can I make myself?

Where is the Upgrade Center?

1. In the left-hand menu, click Account. (1)

2. Click Upgrade. (2)

   

The Upgrade Center opens with two tabs:

• Account Type: change your account type, or add or remove IXACT Contact CRM.
• Multi User: change how many users your account includes.

How do I change my account type?

Use these steps to move between IDX Broker Core and IDX Broker Engage. To upgrade to or downgrade from Elite, see "How do I upgrade to or downgrade from Elite?" below.

1. Go to Account > Upgrade, and make sure the Account Type tab is selected.
2. Under Current Account Type, check which account type you have now. (1)
3. Under Available Account Types, review the options you can switch to. (2)

4. Scroll down to Change Account Type. From the drop-down, select the account type you want. (1) The page shows how much your monthly recurring charges will increase or decrease, and your new recurring total.
5. Check the box to agree to the new monthly charges. (2)

6. Click Submit Now. (3)

   

Your change takes effect right away.

Note: Your recurring total includes any other add-ons already on your account, so it may be higher than the account type's list price.

How do I add IXACT Contact CRM?

IXACT Contact CRM is added from the same drop-down you use to change your account type.

1. Go to Account > Upgrade, and make sure the Account Type tab is selected.
2. Scroll down to Change Account Type. From the drop-down, select your account type with "+ IXACT CRM" added. (1) For example, if you're on IDX Broker Core, select IDX Broker Core + IXACT CRM.
3. Check the box to agree to the new monthly charges. (2)
4. Click Submit Now. (3)

Tip: You can switch between Core and Engage and add IXACT in one step. For example, to move from Core to Engage with IXACT, select IDX Broker Engage + IXACT CRM.

How do I remove IXACT Contact CRM?

1. Go to Account > Upgrade, and make sure the Account Type tab is selected.
2. Scroll down to Change Account Type. From the drop-down, select your account type without "+ IXACT CRM". (1) For example, if you're on IDX Broker Core + IXACT CRM, select IDX Broker Core.
3. Check the box to agree to the new monthly charges. (2)
4. Click Submit Now. (3)

If you remove IXACT before your next billing date, you may get a prorated credit. See "What happens if I downgrade or remove IXACT?" below.

How do I upgrade to or downgrade from Elite?

Changes to or from IDX Broker Elite can't be made in the Upgrade Center. To upgrade to Elite or downgrade from Elite, email our Support team at help@idxbroker.com.

This is because Elite includes a templated website that our development team builds for you. Moving to or from Elite needs their help, so Support takes care of it directly.

To help us process your request faster, include:

• Your IDX Broker account ID
• The account type you want to move to (for example, IDX Broker Elite or IDX Broker Engage + IXACT CRM)

Will I be charged right away if I upgrade or add IXACT?

Usually, yes. If you upgrade or add IXACT Contact CRM before your next billing date, a prorated amount for the rest of your current billing period is charged to the card on file. Your new monthly rate starts after that.

The Upgrade Center describes it this way: "This will add a prorated amount equal to the days remaining on your current cycle, in addition to a new monthly charge."

Example: If you add IXACT Contact CRM halfway through your billing cycle, you'll pay about half of the $50 add-on price for the rest of that cycle. On your next billing date, you'll pay your full new monthly rate.

What happens if I downgrade or remove IXACT?

If you downgrade your account type or remove IXACT Contact CRM before your next billing date, you may get a prorated credit. Any credit is applied on your next billing date. It is not refunded to your payment method.

How do I add or remove users?

User changes are made on a separate tab:

1. Go to Account > Upgrade.
2. Click the Multi User tab.
    

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