Pricing you can actually see

Per user, per month. No setup fee, no implementation project, no demo required to find out what it costs.

Early access: free for our first customers. Every feature unlocked while we build it with you. Paid plans start later, at the prices below.

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Prices in USD. No setup fee on any plan. Add-ons are optional.

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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
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 and clawbacks.
Custom fieldsAdd your own fields to leads, merchants and deals.
Advanced reportsLender scorecards, source ROI, agent leaderboards and exports.Add-on for lower plans: $49/mo Add to Core
Renewal automationCreate renewal deals and tasks automatically when a merchant becomes renewal eligible.
Coming soon
AI statement parsingUpload bank statement PDFs and get monthly revenue, ADB, NSFs, negative days and positions automatically.Add-on for lower plans: $1.50 per statement; 25 free each month on Pro
Bank connectSend merchants a link to connect their business bank account instead of uploading statements.Add-on for lower plans: $29/mo plus per-connection cost
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 for lower plans: $29/mo plus sending volume
Click-to-call dialerCall from the browser with automatic call logging and recordings.Add-on for lower plans: $15/user/mo plus call minutes
SMSTwo-way texting with consent tracking and quiet hours.Add-on for lower plans: $15/mo plus per-message cost
E-signSend applications and contracts for signature and track them on the deal.
Merchant application portalA branded link where merchants fill in the application and upload documents.Add-on for lower plans: $79/mo white-label
Compliance packState disclosure tracking, broker licence registry and consent audits.Add-on for lower plans: $99/mo
API accessAPI keys and webhooks to connect your own tools.

Add-ons

Pay for usage-heavy tools only if you use them. Add-ons are included in the plan named on the comparison table and available on top of lower plans.

Advanced reports

$49/mo

Lender scorecards, source ROI, agent leaderboards and exports.

Add to Core

AI statement parsingcoming soon

$1.50

Upload bank statement PDFs and get monthly revenue, ADB, NSFs, negative days and positions automatically.

Per statement; 25 free each month on Pro

Bank connectcoming soon

$29/mo

Send merchants a link to connect their business bank account instead of uploading statements.

Plus per-connection cost

Email campaignscoming soon

$29/mo

Email blasts and drip campaigns to leads and merchants.

Plus sending volume

Click-to-call dialercoming soon

$15/user/mo

Call from the browser with automatic call logging and recordings.

Plus call minutes

SMScoming soon

$15/mo

Two-way texting with consent tracking and quiet hours.

Plus per-message cost

Merchant application portalcoming soon

$79/mo

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

White-label

Compliance packcoming soon

$99/mo

State disclosure tracking, broker licence registry and consent audits.

Start free while early access lasts.

Tell us about your shop and we will set up your workspace. Early access is free for our first customers.

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