20% Off
Student Count
50
$2,450
per month, billed monthly

Scale Your Brokerage Faster

Transparent pricing for high-value loan brokerage workflows.

Monthly Yearly Save 20%

BASIC

$199
per month
billed yearly
  • Unlimited Borrowers

  • Web- Based Loan Application

  • (1-4 Units) Residential Loans

  • Bridge, DSCR, Fix & Flip, Construction Loans

  • 20+ Lenders Network

  • Lender Portal

  • Broker Portal

  • Client Portal

  • 5 Customizable Pipeline Stages

  • Lender Matching Tool

  • Performance Analytics Dashboard & Reporting

  • Loan Status & Doc Upload Portal

  • Email Notifications & Reminders

  • Community & Group Support

Most popular

PRO

$399
per month
billed yearly
  • Unlimited Co-Brokers

  • CRE & Multifamily, CMBS, Mezz/Pref Loans

  • Lender Marketplace

  • Basic CRM Included

  • Add Your Own Lenders

  • 40+ Lenders Network

  • Basic Workflow Automation

  • White Labeling

  • Unlimited Pipeline Stages

  • Issue Internal LOI/Term-Sheet

  • Custom Web Forms

  • External Broker Portal

  • Internal Loan Officer Portal

  • Calendar & Task Management

  • Commission Tracking

  • Deal Structuring Assistant

  • Document Automation

  • 🔥 Pre-Underwriting Checklist

  • 🔥 Auto Deal Summary (PDF)

BEST VALUE

ELITE

$599
per month
billed yearly
  • All Lending Products

  • 100+ Lenders Network

  • Custom Loan Programs

  • Lender Marketplace (multiple quotes)

  • Branch Management (up to 3)

  • White-Labeling (Custom Domain)

  • Auto Follow-Ups (Clients + Lenders)

  • Lender Marketplace (get multiple quotes)

  • White-Labeling (custom domain, remove branding)

  • Advanced GoHighLevel Integrations:

    • Advanced CRM (Done-For-You Setup)

    • Social Media One-Click Integration

    • Email & SMS (Pre-Built Campaigns)

    • Advanced Workflow Automation

    • Unlimited Webinars & Lead Capture

    • Unlimited Websites + Funnels (NO Hosting fee)

    • Unlimited Webinars & Lead Capture

    • Custom Domain

    • Auto LOI Generator + E-Signatures

    • Auto Follow-Ups (Clients + Lenders)

PRICING

Choose Your Plan

Basic PLAN

$199/m

  • 1 User Access

  • Unlimited Borrowers

  • Bridge, DSCR, Fix & Flip, Construction (1-4 unit)

  • 20+ Lenders

  • Web-Based Loan Application

  • Lender Broker

  • Broker Portal

  • Client Portal

  • Basic CRM

  • Customizable Pipeline Stages

  • Lender Matching Tool

  • Performance Analytics Reporting

  • Email Notifications & Reminders

  • Performance Dashboard

  • Community/Group Support

Add-Ons:

Per User Access (Add $100)

➕ CRE & Multifamily 💡 (Add $50)

➕ Asset-Based Lending 💡 (Add $50)

➕ SBA & USDA 💡 (Add $50)

White-labeling 💡 (Add $50)

GoHighLevel Integrations 💡 (Add $100)

➕ E-Signature 💡 (Add $50)

No contracts - cancel anytime

MOST POPULAR

PRO PLAN

$399/m

  • Everything in Basic +

  • 3 Loan Officer Portals

  • Unlimited Co-Brokers Portals

  • CRE, Agency (5+), CMBS, Mezz/Pref

  • Lender Marketplace

  • Add Your Own Lenders

  • 40+ Lenders

  • Basic Workflow Automation

  • White Labeling (Logo & Brand Name)

  • Fee Agreement & E-Signatures

  • Unlimited Pipeline Stages

  • Issue Internal LOI/Term-Sheet

  • Custom Web Forms

  • Commission Tracking

  • Deal Structuring Assistant

  • Document Automation

  • Team Collaboration

    🔥 Pre-Underwriting Checklist
    🔥 Auto Deal Summary (PDF for lenders)

Add-Ons:

Per-User Access (Add $100)

➕ Asset-Based Lending 💡 (Add $50)

➕ SBA & USDA 💡 (Add $50)

GoHighLevel Integrations 💡 (Add $100)

➕ E-Signature 💡 (Add $50)

No contracts - cancel anytime

ELITE PLAN

$699/m

  • Everything in Pro +

  • 5 Loan Officer Portals

  • All Lending Products

  • 100+ Lenders

  • Custom Loan Programs

  • Lender Marketplace (get multiple quotes)

  • Auto LOI Generator + E-Signatures

  • Auto Follow-Ups (Clients + Lenders)

  • White-Labeling (custom domain, remove branding)

  • Advanced GoHighLevel Integrations:

    • Advanced CRM (Done-For-You Setup)

    • Social Media Integration & Campaigns

    • All Social Media posts in one click

    • Email & SMS (Pre-Built Campaigns)

    • Advanced Workflow Automation

    • Unlimited Websites + Funnels (NO Hosting fee)

    • Advanced Calendar Integration

    • Unlimited Webinars & Funnels

    • AI Appointment Setup Agent

    • Voice AI Agents (Inbound & Outbound)

    • Custom Domain

No contracts - cancel anytime

Loan Types:

1-4 Units: Bridge, DSCR, Fix & Flip, Construction

Commercial Real Estate: Permanent, Agency, CMBS, Mezz/Pref, C-Pace

Asset-Based Lending: PO, AR, AP, Equipment

Government Loans: SBA 7a, SBA 504, USDA B&I

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LOAN AUTOMATION software is created for loan advisors and brokers to accelerate the loan process and save time

Disclaimer: The success stories you see from our students are real—but they’re not guaranteed for everyone. Your results will depend on your background, experience, work ethic, and how much effort you put in.

Commercial lending is a business that takes consistent action, focus, and risk-taking. If you’re not ready to commit and put in the work, this business is not for you.