JourneyFuse Lite · for agencies with 20+ advisors

Put every advisor on one platform. Without paying full price for all of them.

Lite gives your advisors what they need from you: commission submissions and secure card authorizations. You get reconciliation that actually closes. And any advisor can upgrade to the full JourneyFuse platform on their own, while your agency setup stays exactly the same.

1 queue

for every commission, however it arrived

0 card numbers

sent by email or text

Any time

advisors upgrade or drop back on their own

The two things every advisor needs. The one thing every agency needs.

Commission submissions

Advisors submit each booking in a minute: supplier, client, confirmation number, expected commission. It lands in your queue complete, every time, instead of in an inbox or a spreadsheet tab.

Card authorizations

Send clients a secure, branded authorization link. Card details are encrypted and kept only as long as the booking needs, so nobody is emailing card numbers or photos of forms.

Reconciliation that closes

Supplier statements and bank deposits match against what advisors submitted. You see what was paid, what is short and what is still owed, then pay advisors from the same screen.

Lite also includes each advisor’s own client list, a landing page and booking form, and payout history with 1099 totals.

Commission reconciliation

Month-end without the spreadsheet.

With 20, 50 or 500 advisors, the hard part is not collecting commissions. It is knowing which booking each dollar belongs to. Lite puts the advisor’s submission, the supplier’s statement and your bank deposit side by side.

  1. 1

    Advisor submits

    The booking and expected commission go into your queue.

  2. 2

    Statement arrives

    Forward the supplier statement. It is read and matched line by line.

  3. 3

    Deposit matched

    The bank deposit ties to the statement, so short pays stand out.

  4. 4

    Advisor paid

    Payout recorded, advisor sees it, and 1099 totals stay current.

Reconcile

This week’s statements and deposits

2 of 4 matched
  • Morgan, 7-night Caribbean

    Royal Caribbean

    Matched
  • Nguyen family, Orlando

    Disney Destinations

    Matched
  • Patel honeymoon

    Sandals

    Short $140
  • Ruiz, Amalfi Coast

    Delta Vacations

    Awaiting statement
Ready to pay advisors$2,432.10
Upgrade or drop back, any time

Advisors choose their plan.You keep one way of running the agency.

An advisor who wants trips, proposals, a client portal and automations clicks Upgrade inside their account. They pay for it themselves. Change their mind later? They drop back to Lite with nothing lost. No tickets for you, no new process.

Lite

Gets paid

  • Submit commissions
  • Card authorization links
  • Clients, leads and landing page
advisor’s choice

Full

Runs the whole business

  • Everything in Lite
  • Trips, itineraries and proposals
  • Client portal, invoices and automations

What stays the same for your agency, whichever plan they pick

Commissions still flow to your agency, at your splits
The advisor stays on your roster and in your reports
Your admins keep the same view of their bookings
Your agency invoice does not change

Lite vs Full, feature by feature

A check means it is included. A note says how.

Included in Lite

  • Submit commissions to your agency
    LiteIncluded
    FullIncluded
  • Track payouts and 1099s
    LiteIncluded
    FullIncluded
  • Card authorization links for clients
    LiteIncluded
    FullIncluded
  • Your own client list and leads
    LiteIncluded
    FullIncluded
  • Import clients from a spreadsheet
    LiteCSV file
    FullCSV or Excel, plus passport details
  • Landing page and profile
    LiteIncluded
    FullIncluded
  • Training video lessons
    LiteYour agency’s own track, if it has one
    FullEvery JourneyFuse track, with certificates
  • Booking-request form
    LiteBasic, fixed fields
    FullFull builder, conditional logic, e-sign
  • Agent perks database (rates, FAMs, bonuses)
    LiteIf your agency turns it on
    FullIncluded

Win clients with better trips

  • Trip builder and day-by-day itineraries
    LiteNot included
    FullIncluded
  • Branded client-facing proposals
    LiteNot included
    FullIncluded
  • Proposal templates, and automatic follow-ups when a proposal goes quiet
    LiteNot included
    FullIncluded
  • Branded client portal on your domain
    LiteNot included
    FullIncluded
  • Message clients right on the trip
    LiteNot included
    FullIncluded
  • Meetings scheduler: booking page, invites, reminders, reschedule
    LiteNot included
    FullGoogle Meet or Teams links
  • Content Library: resort guides, ship profiles, photos and video
    LiteNot included
    FullIncluded
  • Reservation Tracker: clients add their own dinners and tours to the itinerary
    LiteNot included
    FullIncluded
  • Group bookings (manifests, room blocks)
    LiteNot included
    FullIncluded
  • Group booking pages clients book and pay from
    LiteNot included
    FullIncluded
  • Cruise itinerary database
    LiteNot included
    FullIncluded

Disney and theme-park tools

  • Live park crowd levels in the trip builder
    LiteNot included
    FullIncluded
  • Ride closures and refurbishment tracker
    LiteNot included
    FullIncluded
  • Park hours, parties and festivals added to trips
    LiteNot included
    FullIncluded
  • Disney World dining alerts
    LiteNot included
    FullEmail, SMS add-on
  • Brand command centers (Disney, Universal, RCCL)
    LiteNot included
    FullIncluded

What rollout looks like

PCI-compliant card collection

Encrypted card details, deleted when the booking no longer needs them.

We set up your roster

Advisors, splits and suppliers loaded for you, invites sent.

Room to grow

The same platform your top producers upgrade into.

Questions agencies ask

Who is Lite for?

Agencies and host agencies with 20 or more advisors. Many of your advisors need two things from you: a clean way to submit commissions and a safe way to take card authorizations. Lite gives them exactly that, priced so you can put your whole roster on it.

How is Lite priced?

Per advisor, per month, with volume pricing that drops as your roster grows. We quote it for your agency, because size and setup vary. Talk to us and we will send numbers the same day.

Who pays when an advisor upgrades to Full?

The advisor does, directly to JourneyFuse. Upgrades never land on your agency invoice. If you want to cover Full for certain advisors, such as booking partners or top producers, you can comp them from your admin settings.

What happens if an advisor cancels Full?

They drop back to Lite with nothing lost. Their clients, submissions and payout history stay put, and your agency view never changed in the first place.

Can we bring our advisors over in bulk?

Yes. We load your roster, set up your commission splits and suppliers, and send invites. Advisors can import their own client list from a spreadsheet on day one.

Give your whole roster a home.

Tell us how many advisors you have. We will send Lite pricing for your agency and a rollout plan, usually the same day.