Loan Officer Plans

Showing plans tailored for loan officers.

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Loan Officer Pricing

Choose the plan that fits your business. Individual plans include a 14-day free trial.

Solo or new loan officers

LO Starter

Get started with LoanBot + AI scenario analysis

$49.99/mo

$599.90 billed yearly — save $119.98 vs monthly

  • LoanBot consumer app for shopper capture
  • LOAmigo goal tracking
  • 5 Realtor co-brand slots (separate Realtor subscription)
  • Payment calculators & affordability tools
  • Mobile-responsive dashboard
Launch Offer

Loan officers

Momentum Builder Pro

All LO Pro features at our launch price

$59.99/mo

Billed monthly · 14-day free trial · cancel anytime

  • Everything in LO Starter, plus:
  • LO Deal Miner — AI opportunity mining
  • LOAmigo — daily pipeline operating system
  • Partner CRM + referral tracking
  • Goal tracking + activity scorecard
  • 15 Realtor co-brand slots (separate Realtor subscription)
  • AI sales script generator
  • Content Studio
Most Popular

Producing loan officers

LO Pro

Full LO toolkit: scenarios, opportunities, pipeline

$107.50/mo

$1290 billed yearly — save $258 vs monthly

  • Everything in LO Starter, plus:
  • LO Deal Miner — AI opportunity mining
  • LOAmigo — daily pipeline operating system
  • Partner CRM + referral tracking
  • Goal tracking + activity scorecard
  • 15 Realtor co-brand slots (separate Realtor subscription)
  • AI sales script generator
  • Content Studio

Teams and branches

Team / Branch

All tools, operational CRM and co-branding. No POS.

$59.99/mo per member

5-seat minimum · set up through sales

Book a Demo
  • Everything in LO Pro, plus:
  • White-label branding
  • Custom domain support
  • Branch dashboards + team reporting
  • Operational CRM included
  • POS excluded; integrations subject to availability
  • Builder/realtor partner team management
  • Unlimited Realtor co-brand slots (Realtors subscribe separately)
  • Priority support

Want to see what your clients experience?

Try the full shopper demo — no signup required. See exactly how LoanBot educates and converts your leads.

Full tool comparison

See exactly which tools are included in each plan.

LoanBot Consumer App
AI-powered mortgage discovery app for home buyers
LO StarterMomentum Builder ProLO ProTeam / Branch
LoanBot Calculators
Mortgage payment, affordability, and comparison calculators
LO StarterMomentum Builder ProLO ProTeam / Branch
Pocket Underwriter
AI underwriting guideline lookup and scenario analysis
LO StarterMomentum Builder ProLO ProTeam / Branch
LO Deal Miner
Find and re-engage past clients with rate improvement opportunities
LO StarterMomentum Builder ProLO ProTeam / Branch
LOAmigo
Realtor relationship management and co-brand CRM
LO StarterMomentum Builder ProLO ProTeam / Branch
ReDealMaker
Realtor tools for deal recovery and buyer conversion
LO StarterMomentum Builder ProLO ProTeam / Branch
CompScope
Comparative market analysis and listing intelligence
LO StarterMomentum Builder ProLO ProTeam / Branch
ProductIQ Basic
Standard mortgage product matching and eligibility
LO StarterMomentum Builder ProLO ProTeam / Branch
ProductIQ Non-QM
Non-QM, portfolio, and specialty product intelligence
LO StarterMomentum Builder ProLO ProTeam / Branch
Branch Dashboard
Team and branch performance reporting and analytics
LO StarterMomentum Builder ProLO ProTeam / Branch
White Label
Full white-label branding for consumer-facing tools
LO StarterMomentum Builder ProLO ProTeam / Branch
CRM Integrations
Connect to Encompass, Salesforce, Hubspot, and other CRMs
LO StarterMomentum Builder ProLO ProTeam / Branch
Builder Module
Custom app builder for branded mortgage experiences
LO StarterMomentum Builder ProLO ProTeam / Branch
Content Creation Suite
AI-powered content generation for social media, blogs, and videos
LO StarterMomentum Builder ProLO ProTeam / Branch

Add-ons

Extend your plan with optional add-ons billed monthly.

Unlimited Realtors

+$20/mo

Remove the co-brand slot cap. Each Realtor still needs a separate subscription or approved influencer access.

Available on: LO Pro

Subject to approval — we'll enable it on your account.

Frequently asked questions

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LoanBot is an educational mortgage technology tool. It does not provide loan approvals, commitments to lend, or final underwriting decisions. Subscription pricing does not depend on referral activity.