As long as you are an Admin-level user, you can view and adjust your pricing plan anytime.
From Brokerkit, click your name in the upper-right-hand corner and select Billing.
Then click on Change Planbutton and select the option that best suits for you
You can upgrade your billing to Annual or change your pricing plan tier anytime. Just so you know, the Brokerkit service isn't refundable, but we are happy to switch billing for the next billing period.
FAQ
**Where can I see a copy of the contract?**If you need a copy of your service contract with Brokerkit, please try these steps in order:1. Contact your Point of Contact (POC): First, reach out to the person at your organization who initially signed up for Brokerkit or manages your account.
2. Check your email: Search your email for "DocuSign Brokerkit" or similar terms to find the original contract signing confirmation that was sent when you first signed up.
3. Contact Support: If you still can't locate your contract after trying the above steps, please reach out to us at support@brokerkit.com and we'll be happy to send you a copy.
Switching Between Monthly and Annual Billing
You can change between monthly and annual billing on the same plan tier (Starter, Core, or Expansion).
Monthly → Annual (upgrade billing): Open Billing, click Change Plan, and choose the annual option for your tier. The annual rate replaces the monthly rate at your next renewal — you do not get charged twice for overlapping periods.
Annual → Monthly (downgrade billing): Open Billing, click Change Plan, and choose the monthly option for your tier. Brokerkit will switch you to monthly billing at the end of your current annual period — Admins can request the switch any time during the year, but the new monthly cadence starts the day after your current annual period ends. The Brokerkit service is non-refundable, so the remainder of your current annual period stays in effect until renewal.
Switching plan tiers (Starter ↔ Core ↔ Expansion): Use the same Change Plan flow. Tier upgrades take effect immediately and are pro-rated. Tier downgrades take effect at the next renewal so you keep all the seats and limits you already paid for.
Need help with a switch you cannot complete in the UI? Email support@brokerkit.com with your team name and the plan/billing change you want, and we will set it up for the next billing period.