Pricing

One product. Two plans. The only difference is capacity.

Every feature is on both plans. Pick the one that fits how many loans you service and how many people touch the book.

Starter

For a lean shop running a focused book.

$99/mo

Start free trial

Tracked loans: Up to 25
Team seats: 3

Unlimited

Pro

For a growing book and a bigger team.

$249/mo

Start free trial

Tracked loans: Unlimited
Team seats: 25

10-day free trial · no credit card · cancel anytime

Servicing an existing book? Talk through your servicing workflow →

Everything is included on both plans.

There is no feature gate. Upgrading only raises your tracked-loan and seat capacity.

The loan book

Loans, participants, reserves, fees, property tax.

Servicing

Accruals, invoices, payments, AR aging.

Documents & portals

Branded PDFs, archive, read-only portals.

Close & records

Controls, audit, close, year-end, exports.

See it all on the Product page →

Questions about pricing

What counts toward the loan limit?: Each current or completed loan retained in your LoanConsole workspace counts as one tracked loan. Completed loans continue to count because their servicing history, statements, payoff records, reporting, and exports remain available. Voided records and superseded predecessor versions do not count twice.
What happens when I reach 25 tracked loans?: Your existing book and history remain available, but adding or importing another loan requires Pro. Nothing is deleted or hidden, and upgrading takes effect immediately.
Do borrower and investor portal users count as paid seats?: No. Seats are for your internal team (Reviewer / Admin / Owner). Read-only borrower and investor portal access is scoped per party and is not a paid seat.
Is guided import included? Are documents and portals?: Yes to all — every feature is on both plans. Guided import (upload → validate → review exceptions → reconcile totals → commit only when approved), generated documents, and read-only borrower/investor portals are included; plans differ only in tracked-loan and seat capacity.
What's in the free trial?: A full 10-day trial with every feature and Starter-level capacity. No credit card required, and you can load a sample portfolio to explore before importing your own book.
Can I cancel or change plans anytime?: Yes. Upgrade, downgrade, or cancel anytime; paid access continues through the end of the current billing period. If a subscription lapses, the workspace goes read-only — viewing and exports stay available, and nothing is deleted.
Do I keep access to my data?: Always. Self-service CSV and XLSX exports cover the loan book, investments, monthly activity, accounting, payments, and fees — available any time on every plan with no export fee, and they remain available during a billing-related read-only period.