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

  • Domain Connectivity

  • 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

    Advanced Broker Plan

    For MCA and Loan Brokers

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

  • 7 seats for your agents + 50 affiliate seats

  • Dedicated Customer Support

  • 200 applications / per month / per seat

  • Advanced Reporting & Analytics

  • Email Customization

  • Chatbot integration (Tidio or Intercom)

  • Access to API Submissions

  • 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