Pricing you can actually see

Per user, per month. No seat minimum, no demo required to find out what it costs.

Introductory offer: $0 setup and free migration from your current CRM. No setup or onboarding fee, and we import your data from your current CRM or spreadsheets at no charge.For a limited time.

Get started

MonthlyAnnualsave 15%

Core

Leads, pipeline, lender matching, submissions, offers, funded deals, commissions and renewals.

$69/ user / month

or $59 billed annuallybilled annually, $69 monthly

Get started

Includes

Lead import
Pipeline board
Lender matching
Submission packages
Commission tracking
Custom fields

Pro

Most complete

Core plus advanced reports, renewal automation, e-sign, mailbox sending and AI statement parsing.

$99/ user / month

or $84 billed annuallybilled annually, $99 monthly

Get started

Everything in Core, plus

Advanced reports
Renewal automation
AI statement parsingsoon
Send from your mailboxsoon
E-signsoon

Prices in USD, per user per month. Setup fee: $0 (introductory offer). No seat minimum on any plan. Add-ons are optional.

We import your data for you

Send us the export from your current CRM or your spreadsheets. We map the columns with you, skip the duplicates and bring your lenders across. Free during our introductory offer. How migration works

Compare plans

Everything that is built today, and what is coming. Features marked coming soon switch on for your plan as they ship.

Feature comparison by plan
Feature	Core	Pro
Setup feeNo setup or onboarding fee and free data migration during our introductory offer.	$0 (introductory offer)	$0 (introductory offer)
Available now
Lead importImport CSV or XLSX lead lists with column mapping and duplicate detection.
Pipeline boardDrag deals between stages on a kanban board.
Lender matchingStore every lender's criteria and see which lenders a deal qualifies for, and why.
Submission packagesBuild a submission email with the right documents for each lender and track every response.
Commission trackingExpected vs received commissions, splits, clawbacks and statement reconciliation.
Custom fieldsAdd your own fields to leads, merchants and deals.
Advanced reportsLender scorecards, source ROI, agent leaderboards and exports.	Add-on
Renewal automationCreate renewal deals and tasks automatically when a merchant becomes renewal eligible.
Hands-on trainingLive training sessions for your team on your own pipeline, lenders and submissions.	Add-on	Add-on
Coming soon
AI statement parsingUpload bank statement PDFs and get monthly revenue, ADB, NSFs, negative days and positions automatically.	Add-on
Bank connectSend merchants a link to connect their business bank account instead of uploading statements.	Add-on	Add-on
Send from your mailboxConnect Gmail or Outlook to send submissions from your own address and pull lender replies into the deal.
Email campaignsEmail blasts and drip campaigns to leads and merchants.	Add-on	Add-on
Click-to-call dialerCall from the browser with automatic call logging and recordings.	Add-on	Add-on
SMSTwo-way texting with consent tracking and quiet hours.	Add-on	Add-on
E-signSend applications and contracts for signature and track them on the deal.	Add-on
Merchant application portalA branded link where merchants fill in the application and upload documents.	Add-on	Add-on
Compliance packState disclosure tracking, broker licence registry and consent audits.	Add-on	Add-on
API accessAPI keys and webhooks to connect your own tools.	Add-on	Add-on
Credit reportsPull business and personal credit reports from your own bureau vendor account onto the merchant.	Add-on	Add-on
Partner seatsRestricted logins for the brokers, ISOs and referral partners who send you deals.	Add-on	Add-on
Syndication trackingParticipation splits, payment and servicing-fee tracking, and participant reports.	Add-on	Add-on
Servicing and paymentsCollect ACH or card payments on funded deals and track balances through an integrated processor.	Add-on	Add-on
Loan amortizationAmortization schedules and offer comparison for term loans and lines of credit.	Add-on	Add-on
Data sync and backupA nightly export of all your data to your own storage bucket.	Add-on	Add-on

Add-ons

Optional, on either plan. Usage is priced per unit and billed for what you use. Some are included in Pro. Add-ons marked coming soon are not sold until they ship.

Available now

Advanced reports

$49/mo

Available now

Lender scorecards, lead source ROI, agent leaderboards and exports.

Included in Pro

Hands-on training

$750 one-time

Available now

Live training sessions for your team on your own pipeline, lenders and submissions. Optional: data migration stays free during the introductory offer.

Coming soon

AI statement parsing

$1.50 per statement

Coming soon

Upload bank statement PDFs and get the monthly figures and existing positions filled in.

Usage: billed monthly for the statements you use

25 statements a month included in Pro

E-sign

$39/mo

Coming soon

Send applications and contracts for signature and track them on the deal.

Usage: 20 envelopes a month included, then $1.50 per envelope

40 envelopes a month included in Pro

SMS

$10/mo

Coming soon

Two-way texting from the deal with consent tracking, opt-outs and quiet hours. We handle the carrier registration.

Usage: 500 segments a month included, then $0.02 per segment ($0.017 from 25,000 a month)

Dialer

$39/mo

Coming soon

Click-to-call from the browser for every user, with call logging and recordings on the timeline.

Usage: plus $0.035 per minute

Email campaigns

$29/mo

Coming soon

Email blasts and drip campaigns to leads and merchants.

Usage: 5,000 emails a month included, then $0.80 per 1,000 emails

Bank connect

$29/mo

Coming soon

Merchants connect their business bank account instead of sending statement PDFs.

Usage: plus $4.00 per connection

Merchant portal

$99/mo

Coming soon

A branded link where merchants fill in the application and upload their documents.

Compliance pack

$99/mo

Coming soon

State disclosure tracking, a broker licence registry and consent audits.

API access

$99/mo

Coming soon

API keys and webhooks to connect your own tools.

Credit reports

$0.30 per report

Coming soon

Business and personal credit reports from your own bureau vendor account, on the merchant.

Usage: billed monthly for the reports you use

Bureau charges are billed by your own vendor

Partner seats

$15/user/mo

Coming soon

Restricted logins for the brokers, ISOs and referral partners who send you deals: their own deals only.

Syndication tracking

$49/mo

Coming soon

Participation splits, payment and servicing-fee tracking, and participant reports.

Servicing and payments

$199/mo

Coming soon

Collect ACH or card payments on funded deals and track balances through an integrated processor.

Processor fees passed through at cost

Loan amortization

$199/mo

Coming soon

Amortization schedules and offer comparison for term loans and lines of credit.

Data sync and backup

$199/mo

Coming soon

A nightly export of all your data to your own storage bucket.

Pricing questions

How much does it cost?

Core is $69 and Pro is $99 per user per month, billed monthly, or about 15% less billed annually. There is no seat minimum.

Is there a setup fee, an implementation fee or a migration fee?

Not during our introductory offer (for a limited time): setup is $0, there is no onboarding fee, and we import your data from your current CRM or spreadsheets at no charge.

What is the difference between Core and Pro?

Core has everything to work deals: leads and import, the pipeline, merchants, bank statement figures, lender matching, submissions, offers, funded deals, commissions and renewals. Pro adds advanced reports and renewal automation today, and includes e-sign (40 envelopes a month), mailbox sending and 25 AI-parsed statements a month as those ship.

How do add-ons work?

Add-ons are optional and priced on top of a plan: per month for the workspace, per user, or per use. Several are included in Pro. Add-ons marked coming soon are not available yet and are never charged before they ship.

Is there a contract? Can I cancel?

Plans are month to month unless you choose annual billing. Every list exports to CSV, so your data leaves with you.

More questions on the FAQ page See how we compare with other lending CRMs

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