How LumpSum Plus works
Different paths for companies and employees. Same powerful platform.
For Companies (B2B)
Control. Visibility. Recovery. The relocation operating system you've been waiting for.
Configure
Define policies, allowance tiers, category caps, vendor restrictions, and approval rules using our Policy Builder.
Fund
Provision purchasing power (not cash) to employee wallets. Employees can book services, not withdraw funds.
Track
Monitor spend in real-time across all employees. See transaction details, category breakdowns, and policy compliance.
Optimize
Recover unspent funds at move completion. Use analytics to refine policies for future programs.
For Employees (B2C)
Plan your move. Book services. Track your budget. All in one place.
Sign Up
Create your account in minutes using email or social login. No credit card required to get started.
Profile
Tell us about your move: origin, destination, family size, timeline, and any special needs.
Plan
Receive an AI-generated budget allocation plan with recommendations for each category.
Book
Book movers, temporary housing, and destination services through our marketplace at negotiated rates.
Frequently Asked Questions
What if an employee needs an exception to the policy?
Exceptions are tracked and logged in the audit trail. Managers can approve exceptions for valid reasons like special circumstances. Every approval is recorded for compliance.
Can I use LumpSum Plus if my employer is not on the platform?
Yes! LumpSum Plus works in two ways: through your employer (B2B), or directly with you if your employer provided a lump sum (B2C). Either way, you get the same AI planning and supplier access.
How long does it take to see ROI as a company?
Most companies recover significantly more unspent funds within the first program year just from improved visibility and policy enforcement. Many see additional savings from better supplier negotiations.
Do I have to use your supplier network?
No. If you have preferred vendors, you can add them to your approved list. We also negotiate rates with major movers, housing platforms, and services—often at better rates than direct.
What happens to unspent funds?
For B2B (corporate): Unspent funds revert to your employer. For B2C (direct employees): Unspent funds are recovered by the platform based on your agreement.
How secure is the platform?
All data is encrypted in transit and at rest. We are pursuing SOC 2 Type II certification and maintain audit trails for all transactions. Employees can only book services, not access cash.
Ready to get started?
Choose your path and begin your journey with LumpSum Plus.