Plans & Pricing
One Platform, Built for Private Lenders
From rate sheets to full-stack lending automation. Start with a free trial — no credit card required.
Monthly
Annual
Save up to 2 months
EZRS Only
EZRS Only
$89/mo
5 users · 10 deals/mo · 5-day free trial
- Custom Loan Products
- Branded Term Sheets
- Comprehensive Reporting & Dashboards
- Deal Review & Approval Workflow
Add-ons: Lending Network +$29/mo · AI Insights +$20/mo · Deal Packs +$25/pack
EZRS + RiseHub
Lender Essentials
Starting at $1,750 setup
$138/mo
$89 EZRS + $49 RiseHub
5 users · 10 deals/mo · EZRS + RiseHub CRM
- Everything in EZRS Only
- Full CRM with unlimited pipelines & contacts
- Email & SMS marketing with templates
- AI workflow automation builder
- Unified inbox (SMS, Email, Phone, Social)
- Website & funnel hosting
- Webinar system & missed call text-back
- DFY EZ Rate Sheet integration
Payment plans available from $65.63/mo
Most Popular
EZRS + RiseHub
Growth Engine
Custom setup investment
$228/mo
$149 EZRS + $79 RiseHub
25 users · 25 deals/mo · Full growth suite
- Everything in Lender Essentials
- Referral Partner Management & Commissions
- Lending Network access (included)
- Phone/Voice AI capabilities
- Social media management & scheduling
- Integrated paid advertising
- LinkTree templates & QR codes
Setup & payment plans discussed on call
EZRS + RiseHub
Full Stack
Custom setup investment
$348/mo
$249 EZRS + $99 RiseHub
Unlimited users · Unlimited deals · Everything included
- Everything in Growth Engine
- AI-Powered Deal Analysis (included)
- API access
- DFY Borrower Sales Funnel
- DFY Referral Partner Sales Funnel
- DFY Marketing & Sales Automation Setup
Setup & payment plans discussed on call
Flexible Payments
Flexible Payment Plans
Lender Essentials setup can be split into a down payment plus 12 monthly installments. Growth Engine and Full Stack payment plans are tailored during your discovery call.
Lender Essentials
Starting at $1,750 setup · 2 payment plan options
Option
Down Payment
Monthly × 12
Growth Engine and Full Stack payment plans are customized based on your needs and discussed during your discovery call.
Monthly licensing fees (EZRS + RiseHub) are separate from payment plans and begin after your free trial period.
Enhancements
Add-On Services
DFY Paid Advertising
Starting at $950/mo
We manage your ads up to $10K/mo spend
Lending Network
+$29/mo
For EZRS Only & Lender Essentials
AI Deal Analysis
+$20/mo
For EZRS Only, Essentials & Growth
Deal Packs
+$25/pack
10 additional deals per pack
Custom Integrations
Custom quote
EZRS or RiseHub custom connections
DFY Corporate Website
Custom quote
Professional lender website design
Compare Plans
Full Feature Comparison
Everything included across all tiers, side by side.
| Feature | EZRS Only | Lender Essentials | Growth Engine | Full Stack |
|---|---|---|---|---|
| Pricing & Setup | ||||
| Setup Fee | $0 | Starting at $1,750 | Custom | Custom |
| Monthly Licensing | $89/mo | $138/mo | $228/mo | $348/mo |
| Annual Billing | $888/yr ($74/mo) | $1,378/yr | $2,278/yr | $3,474/yr |
| Users | 5 | 5 | 25 | Unlimited |
| Deals / Month | 10 | 10 | 25 | Unlimited |
| Free Trial | 5-day EZRS | 5-day EZRS + 7-day RH | 5-day EZRS + 14-day RH | 5-day EZRS + 14-day RH |
| EZRS — Rate Sheet Engine | ||||
| Custom Loan Products | ||||
| Branded Term Sheets | ||||
| Reporting & Dashboards | ||||
| Deal Review & Approval Workflow | ||||
| Deal Packs (additional deals) | Add-On | Add-On | Add-On | |
| RiseHub — CRM & Marketing | ||||
| Full CRM (pipelines, contacts, calendars) | ||||
| Email & SMS Marketing | ||||
| AI Workflow Automation Builder | ||||
| Unified Inbox (SMS, Email, Phone, Social) | ||||
| Website & Funnel Hosting | ||||
| Payment Processing (Stripe, Text2Pay) | ||||
| Webinar System | ||||
| Missed Call Text-Back | ||||
| DFY EZ Rate Sheet Integration | ||||
| 24×7 AI Support + Live Ticket Support | ||||
| Growth Engine Features | ||||
| Referral Partner Management & Commissions | ||||
| Lending Network Access | Add-On | Add-On | ||
| Phone / Voice AI Capabilities | ||||
| Social Media Management & Scheduling | ||||
| Integrated Paid Advertising | ||||
| LinkTree Page Templates & QR Codes | ||||
| Full Stack Features | ||||
| AI-Powered Deal Analysis | Add-On | Add-On | Add-On | |
| API Access | ||||
| DFY Borrower Sales Funnel | ||||
| DFY Referral Partner Sales Funnel | ||||
| DFY Marketing & Sales Automation Setup | ||||
Cost Comparison
See What You Replace
These are per-user monthly costs. Most lenders are paying for 3–5 of these today — often without a private-lender-native rate sheet in the mix at all.
| Software | Purpose | Low | Mid | High |
|---|---|---|---|---|
| Calendly | Appointment scheduling | $10/user | $16/user | $20/user |
| ClickFunnels | Sales funnels & landing pages | $97 | $197 | $297 |
| Kartra | Funnels + email + memberships | $99 | $229 | $549 |
| MailChimp | Email marketing | $13 | $50 | $350 |
| ActiveCampaign | Email + CRM automation | $29 | $79 | $259 |
| HubSpot | CRM + pipeline + marketing | $100 | $500 | $1,200+ |
| Kajabi | Courses & content hosting | $69 | $199 | $399 |
| Teachable | Online courses & digital products | $39 | $119 | $199 |
| WordPress + hosting | Website & content management | $25 | $50 | $100+ |
| Buffer / Hootsuite | Social media scheduling | $15 | $50 | $100 |
| Zapier | Automation / integration glue | $20 | $49 | $194 |
| Pipedrive | Sales pipeline / deal tracking | $14/user | $49/user | $99/user |
| Yext | Business listings & reputation | $199 | $499 | $999+ |
| LendingWise / Baseline | Private lender CRM + pricing engine | $750 | $1,250 | $1,995 |
| Voice AI | AI-powered call handling | $50 | $150 | $300 |
| Referral Partner Portal | Broker submission & deal tracking | $50 | $150 | $300 |
| Estimated Total | All tools above | $1,377/mo | $4,281/mo | $12,006/mo |
EZRS + RiseHub replaces all of the above starting at $89/mo. The more you consolidate, the more you save.
Start Your Free TrialROI Calculator
See How Much You Could Save on Time Alone
This only accounts for time saved on term sheets. Factor in the software you replace (see above) and the deals you win through better follow-up, and the real ROI is significantly higher.
20 deals / month
0.5 hours each
8.3 hrs/month
Estimated time saved
$623/month
Estimated value (at $75/hr)
Questions
Frequently Asked Questions
What's included in the free trial?
EZRS has a 5-day free trial on all tiers — no credit card required. RiseHub free trials vary by tier: 7 days for Lender Essentials and 14 days for Growth Engine and Full Stack. During your trial you get full access to all platform features at your tier so you can see exactly what you're getting before you commit.
What's the difference between EZRS and RiseHub?
EZRS is the rate sheet engine — it handles loan products, term sheets, deal management, reporting, and approval workflows. It's the core pricing and deal infrastructure. RiseHub is the CRM and marketing automation platform — it covers pipelines, unlimited contacts, email and SMS marketing, sales funnels, automation workflows, unified inbox, and more. Together they form the only combined private-lender-native rate sheet and CRM in the market.
Can I start with EZRS Only and upgrade later?
Yes. EZRS Only is a fully standalone product. You can use it independently as long as you want, and add RiseHub at any time by upgrading to Lender Essentials or higher. Your EZRS data carries over when you upgrade.
What does "DFY" mean?
Done For You. On the Full Stack tier, our team builds your borrower sales funnel, referral partner funnel, marketing automation workflows, and platform integrations — so you don't have to. You get a fully configured system, not just a platform login.
Are there long-term contracts?
No. Monthly licensing is month-to-month — cancel anytime. Setup fees and payment plans cover the one-time build and configuration, not an ongoing commitment. Once the setup is paid, your only recurring cost is the monthly licensing fee.
What if I need more than 25 deals/month but don't need Full Stack?
You can add Deal Packs to any tier — each pack is $25 and adds 10 additional deals to your monthly capacity. This lets you scale deal volume without upgrading your entire plan. If you consistently need 50+ deals per month, Full Stack's unlimited deal capacity typically makes more sense economically.
Do you offer custom integrations?
Yes. We can connect EZRS or RiseHub to your existing tools, loan origination systems, or internal databases. Contact us for a custom quote — pricing depends on complexity and scope of the integration.
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