Switching Your Plan at Dalton Wade

Switching Your Plan at Dalton Wade

Dalton Wade gives agents the flexibility to choose the plan that best fits their business needs. If you’d like to switch from your current plan to a different one, you can do so easily by filling out our online form.

Switching Form: Click here to access the plan switch form

Available Plans

  • Business Builder Plan – $129/month + $79 per transaction (includes leads)

  • No Monthly Fee Plan – $0/month + $390 per transaction (includes leads)

If you are interested in how leads work at Dalton Wade, please review our Lead Program Overview.

Please note, our Starter Plan – $79/month + $79 per transaction (no leads included) is no longer available as of January 2026. If you are currently on this plan, you have been godfathered in and it will not affect your status. However, if you make any additional plan changes, you will not be able to return to the $79/$79 plan in the future.

Important Notes Before Switching

  • Current Dalton Wade Agents Only: This form is only for agents already with the brokerage. If you are new, please complete the full sign-up form here.

  • Pending Deals or Active Listings: If you have any pending transactions or active listings, the transaction fee that applied at the time the contract went under agreement will still apply.

    • Example: If you are on the No Monthly Fee Plan and a deal went under contract on September 1st, you will still owe the $390 fee for that deal—even if you switch to the Business Builder on September 2nd.

Billing Details

  • Business Builder Plan: Your new monthly billing will begin the day you switch plans.

  • No Monthly Fee Plan: It may take 1–2 business days for your current subscription to be removed. Please plan accordingly. 

What to Expect After Submitting the Form

  1. Processing Time: Your new plan will take effect within 1 business day of submission.

  2. Confirmation: You will receive an email confirmation after your plan switch is complete.

  3. Support: If you have any issues or questions, please contact our Support Team at Support@DaltonWade.com.

    • Related Articles

    • Joining or Returning to Dalton Wade: Plan & Sign-Up Guide

      Agents often ask about which plan to choose and how to join Dalton Wade, whether they are brand new or coming back after a break. This article covers all sign-up scenarios in one place. Dalton Wade Plan Options Plan Monthly Fee Transaction Fee Leads ...

    • Complete Agent Onboarding Process

      Welcome to Dalton Wade Real Estate Group. Below is an overview of the onboarding process and what to expect as you get started. Step 1: Schedule Your Orientation After joining Dalton Wade, your first step is to schedule your orientation session. ...

    • Dalton Wade E&O Certificate

      Printing and Adding the E&O Certificate in Dotloop The Errors & Omissions (E&O) insurance certificate is available in Dotloop. You may need to print it for your records or add it to a loop when submitting documents. How to Print the E&O Certificate ...

    • Joining the Dalton Wade Agent Facebook Page

      Access your Facebook account and log in. Use the search function on Facebook to look for "Dalton Wade Agents." Among the search results, you will find the private group named "Dalton Wade Agents." Locate and click the "Join Group" button. Once you've ...

    • New Agent Orientation Packet

      We are excited to have you join Dalton Wade Real Estate Group. This orientation packet provides a comprehensive overview of our company, including our values, services, and resources available to you. Inside, you'll find detailed information about ...