LOAN MANAGER PLANS

Billed Annually

18%+ Savings

30-day Trial* / Free

$0

2 Users
1 Account Owner + 1 Additional

3 Contacts

3 Schedules

Both Active and Archived

Dashboard Payment List

Only During 30-day Trial

Personal

$9.75

/month (billed annually)

3 Users
1 Account Owner + 2 Additional

3 Contacts

5 Active Schedules

10 Archived Schedules

Dashboard Payment List

Business / Pro

$19.40

/month (billed annually)

10 Users
1 Account Owner + 9 Additional

Unlimited Contacts

Unlimited Active Schedules

Unlimited Archived Schedules

Dashboard Payment List

All plans include: Document Templates, Automated Document Workflow, and Learning Center Resources

 

 

* No credit card required for the Free or Trial plans.  The Trial plan includes everything in the Free plan + the Dashboard Payment List (a Personal/Pro plan feature).  After 30-days the Trial plan converts to a Free plan and the Payment List is disabled.

 

 

For plan changes on an existing Personal or Professional account please contact support.

Refund Policy: Pre-paid subscriptions may be refunded at any time upon written customer request to [email protected]Annual pre-paid subscriptions will be adjusted to reflect monthly billing.  

          Example: User pre-pays 12 months for Personal plan and requests a refund in month 6...

                                         Original payment 9.75 x 12 =    117

                        6 months used @ monthly rate 12 x 6 =  - 72

                                                           Refund Amount =     45

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$0
$9.75
$19.40
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$9.75
$19.40
$9.75
$19.40
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