Choose Your Plan

Start free and scale as you grow. All plans include a 7-day free trial.

Personal

For solo SBA brokers and loan officers getting started.

$99 /month For individual professionals

Up to 15 active deals
Dynamic checklist generation
PDF & Excel exports
All deal types supported
Team collaboration
Document storage

Most Popular

Team

For lending teams who need collaboration and document management.

$299 /month Includes 5 team members

Unlimited deals
5 team members included
Everything in Personal, plus:
Team workspaces with roles
Document storage & sharing
Real-time pipeline visibility
Priority email support

Enterprise

For large lenders and institutions with custom requirements.

Custom Pricing

Tailored to your organization's needs

Everything in Team, plus:
SSO & advanced security
API access for integrations
Custom checklist templates
Dedicated account manager
SLA & compliance support

Frequently Asked Questions

Can I switch plans later?

Yes! You can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle.

What happens after the free trial?

Your card will be charged automatically on day 8 after checkout. Cancel anytime during your trial to avoid charges.

Is there a discount for annual billing?

Yes! Annual plans get 2 months free. Contact us after signing up to switch to annual billing.

How does team billing work?

Team plans are billed per user. You can add or remove users at any time, with billing prorated accordingly.