$199/m
1 User Access
Unlimited Borrowers
(1-4) Bridge, DSCR, Fix & Flip, Construction
20+ Lenders
Short & Full Loan Application
Lender- Broker- Client Portal
5 Customizable Pipeline Stages
Lender Matching tool
Performance Analytics Reporting
Client Portal (view Status & Upload Docs)
Email Notifications
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
$399/m
3 Users Access
Client & Broker Loan Application
CRE, Agency (5+), CMBS, Mezz/Pref,
Lender Marketplace
Basic CRM
Add Your own Lenders
40+ Lenders
Basic Workflow Automation
White Labeling
Unlimited Pipeline Stages
Issue Internal LOI/Term-Sheet
Custom Web Forms
External Broker Portal
Internal Loan Officer Portal
Calendar Integration
Commission Tracking
Task Management
Lender Advanced Matching
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
$599/m
5 Users Access
All Lending Products
100+ Lenders
Advanced CRM (Done-For-You Setup)
Custom Loan Programs
Lender Marketplace (get multiple quotes)
Branch Management (up to 3 branches)
White-Labeling (custom domain, remove branding)
Advanced GoHighLevel Integrations:
Social Media Integration
Social Media one click
Email & SMS (Pre-Built Campaigns)
Advanced Workflow Automation
Websites + Funnels (NO Hosting fee)
Unlimited Webinars, Funnels & Lead Capture
Custom Domain
Auto LOI Generator + E-Signatures
Auto Follow-Ups (Clients + Lenders)

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
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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.