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
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
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