Choose a plan

CRM-Exclusive Plan

For MCA and Loan Brokers

Tailored for brokers focusing on client management. This plan focuses solely on CRM functionalities, excluding access to Richie's Lender Network:

  • White Labeled Website + CRM Portal

  • Loan Application Management System

  • 1 Domain or Subdomain

  • Loan Application Collection

  • Portal for your merchants

  • Upload your own lenders

  • Agent and Affiliate Management

  • Plaid Integration*

  • 100 applications / per month / per seat

  • 1 seat included + 10 affiliate seats

  • $97/month + $40/additional agent seat + $40/10 affiliate seats

    Purchase

    Growth Plan

    Ideal for brokers aiming for excellence in their operations.

    An enhanced suite of tools, including all CRM functionalities and access to Richie's Lender Network, empowering brokers to streamline client management and expand their lending opportunities.

  • 5 seats for your agents + 20 affiliate seats

  • 2 Domains or Subdomains

  • 150 applications / per month / per seat

  • Access to Primary lenders

  • Chatbot integration (Tidio or Intercom)

  • Access to API Submissions

  • $247/month + $40/additional agent seat + $40/10 affiliate seats

    Purchase

    Advanced Broker Plan

    For MCA and Loan Brokers

    The best software for experienced brokers seeking advanced features. Everything from CRM-exclusive plan plus:

  • 10 seats for your agents + 50 affiliate seats

  • Dedicated Customer Support

  • 200 applications / per month / per seat

  • Advanced Reporting & Analytics

  • Email Customization

  • Access to Phone-masking Technology

  • $497/month + $40/additional agent seat + $40/10 affiliate seats

    Purchase

    Comprehensive Enterprise Solution

    For Marketplaces and Platforms

    Embedded lending for marketplaces, payment processors, and B2B SaaS platforms:

  • No-code, SDK or API Integration

  • Global Lender Access

  • AI-Driven Scoring

  • Compliance Assurance

  • Shadow Prequalification

  • Saas-only Solution upon request

  • Contact Sales

    Contact Sales