Underwriting is priced by the readTen reads free. No card.The CRM, a site or an app: quoted per team
Pay for
what you read.
One read is one statement. Every plan has every agent and every seat. Packs are bought once and never expire.
Seats are free on every plan. Records are never billed.
Plans
One read, one statement.
Starter
$0to start
Ten statements on us. No card.
- 10 statement reads
- Every agent: reader, verifier, fraud check
- Sheets, offers and the deal memo
- Statements by email
Most desks
Growth
$199/ month
For a desk that reads every day.
- 250 statement reads a month
- Unused reads roll over while you subscribe
- Plaid pulls and OCR of scans included
- Team seats, no per-seat charge
- Email support, same day
Scale
$499/ month
For a shop that funds at volume.
- 1,000 statement reads a month
- Everything in Growth
- Funder marketplace and submissions
- API access and webhooks
- Priority support
50 reads$1.58 a read · never expires
$79250 reads$1.20 a read · never expires
$2991,000 reads$1.00 a read · never expires
$999What each plan carries
Every plan has every agent. What changes is the reads.
On every plan
Starter
Growth
Scale
Statement reads
10, once
250 a month
1,000 a month
Reads roll over
—
While subscribed
While subscribed
Packs on top
Yes
Yes
Yes
Reader, verifier, fraud check
Yes
Yes
Yes
Scans through OCR
Yes
Yes
Yes
Sheets, offers, deal memo
Yes
Yes
Yes
Statements by email
Yes
Yes
Yes
Plaid bank feeds
—
Yes
Yes
Funder marketplace and submissions
—
—
Yes
API access and webhooks
—
—
Yes
Seats
Unlimited
Unlimited
Unlimited
Support
Email
Email, same day
Priority
CRM, apps and sites
Quoted per team.
Built to the brief, so the price follows the work: seats, modules, integrations and onboarding. Records are never billed. A written quote within one business day of the conversation, valid for thirty days.
- A lender or broker on a built workspace gets the desk inside it
- Reads metered on the same plans, or folded into the agreement
- Start on the self-serve desk today and it moves with you
Questions
- What happens when I run out of reads?
- The desk stops at the next statement and says so on the file's timeline. Buy a pack or start a plan under Plans in the desk, then drop the statement in again. Nothing is read without a read to pay for it.
- Do monthly reads expire?
- Reads from a plan add to your balance each month you are subscribed; the balance carries while the plan is active. Packs never expire.
- Can I cancel?
- Any time, from Manage billing in the desk. The reads already paid for stay yours.
- How do you take payment?
- Stripe. Cards for plans and packs; invoices for built workspaces.
- Is there a trial for the CRM?
- The self-serve desk is the trial. A built workspace is scoped and quoted; you see it come together in your own workspace before it is live.
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