Run your loan business on our software
The same platform our own desk uses to take a commercial file from application to closing — intake, documents, spreading, lender outreach, offers. Pay us monthly and keep your whole fee, or pay us nothing and share it.
Commercial finance only. No share of your origination on any paid plan.
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Free
Free
35% of your origination fee
No subscription. Build the file in our software, place it through our lender network.
- The full platform — intake, documents, spreading, the lot
- Our network and our desk — we take it out and bring back the offers
- 35% of your origination fee, and only when it closes
- No leads, and nothing at all until a deal closes
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Documents
$99 /seat/mo
No origination share
The borrower document chase, and nothing else.
- Request documents and track what is still outstanding
- Borrowers upload to you, not into an email thread
- No loan application, no pipeline, no leads — those start at $199
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Platform
Recommended$199 /seat/mo
No origination share
Run your files on our software, and we send you deals to put in it.
- Application intake, pipeline, documents and messaging
- Cashflow and DSCR analysis, read straight off tax returns
- Up to 10 borrower leads a month
- You work the lenders and close it yourself
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Placement
$299 /seat/mo
No origination share
Everything in Platform, and you send us the deal rather than the lenders.
- Everything in Platform
- Our desk takes the file to lenders and brings you the offers
- Up to 10 borrower leads a month
- Still none of your origination fee
Compare the three
Everything listed here is in the product today.
| Feature | Free No monthly fee | Documents $99/seat/mo | Platform $199/seat/mo | Placement $299/seat/mo |
|---|---|---|---|---|
| Getting the deal in | ||||
| Your own application link Co-branded. A borrower who starts there lands in your pipeline. | Included | Not included | Included | Included |
| Deal pipeline and stage tracking | Included | Not included | Included | Included |
| Borrower records and history | Included | Included | Included | Included |
| Borrower leads Commercial enquiries, passed to you to work. | Not included | Not included | Up to 10 / mo | Up to 10 / mo |
| Working the file | ||||
| Document requests and checklist | Included | Included | Included | Included |
| Messaging with the borrower, kept on the file | Included | Included | Included | Included |
| Cashflow and DSCR analysis | Included | Not included | Included | Included |
| Reads tax returns and P&Ls Including scanned PDFs, so the numbers are not retyped. | Included | Not included | Included | Included |
| Placing it | ||||
| Your own lenders, on the file Send to them, chase them automatically, keep the thread. | Included | Not included | Included | Included |
| Who works the lenders | Our desk | Not included | You | Our desk |
| Lenders from our network Chosen for the file out of the book our own desk places from. | Included | Not included | Not included | Included |
| Messaging with the lender, kept on the file | Included | Not included | Included | Included |
| Side-by-side offer comparison | Included | Not included | Included | Included |
| What it costs | ||||
| Per seat, per month | Nothing | $99 | $199 | $299 |
| Share of your origination fee Charged only when the deal closes. | 35% | None | None | None |
| Applications a month | Unlimited | Not included | Unlimited | Unlimited |
Questions from brokers
Do you take a cut of what I close?
On Free, yes — 35% of your origination fee, charged only when the deal closes. That is what pays for us placing it, since you are paying nothing monthly. On Documents, Platform and Placement, no: a flat fee per seat and nothing else, and every dollar you earn on a deal is yours.
What is the difference between the plans?
Free costs nothing monthly: you get the platform, you build the file in it, our desk places it, and we take 35% of your origination when it closes. Documents at $99 is the borrower document chase on its own, without the application or the pipeline. Platform at $199 is the whole system plus up to ten borrower leads a month, with you working the lenders and keeping your whole fee. Placement at $299 is Platform with our desk taking the file to lenders and bringing you the offers.
Free and Placement look the same. Why would I pay $299?
They nearly are — the same software, the same desk, the same lenders, the same offers coming back. Two things separate them. Placement includes up to ten borrower leads a month and Free includes none, and Placement costs $299 a seat where Free costs 35% of your origination on every deal that closes. If you close anything at all regularly, the subscription is usually the cheaper of the two. Work it out on your own numbers before you pick.
When does the 35% actually get charged?
Only when a deal closes. No subscription, no setup, nothing while a file is in progress and nothing at all if it never funds. That is the whole point of the plan: it costs you something only when it has made you something.
What are the leads?
Commercial finance enquiries, up to ten a month, passed to you to work. Qualifying them, placing them and closing them is your job, and we make no promise about what any of them turn into. Free and Documents include no leads.
Do I get access to your lender database?
No, and not on any plan. It is how our desk decides where a file goes, not something you browse. On Free and Placement we take your file to lenders chosen from it and come back with terms. If what you want is the data itself rather than the placement, we are not the product for that.
Is this residential as well?
No. Commercial only — owner-occupied and investment real estate, business acquisition, multifamily, hotel, construction, equipment and working capital. The underwriting, the lender work and the document lists are all built around commercial files and would not serve you on a consumer mortgage.
Who sees my borrowers?
Your deals are yours. We do not market to your borrowers, and a lead we pass you becomes your client and not ours. On Placement our desk works inside your files — that is the thing being bought — but the borrower relationship and the fee stay with you.
Bring a live file and we'll run it
Half an hour, one of your own deals, and you can see what the intake, the spreading and the lender outreach actually do with it before you pay for anything.
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