01
“I just want to underwrite the deal in front of me and quote the lenders I already know.”
PicksFree
Plans
Pricing built foryour pipeline.
Designed for brokers and borrowers.
Underwrite deals, build your deal memo, compare quotes, and manage your entire deal flow. See what every plan includes and what it costs.
Save 20% by switching to annual billing.
Everything each | Basic $0/mo Free forever No cost to start ✓ No credit card required Get startedBest for one active deal at a time Explore the platform, underwrite a deal, quote your lenders, and check comps. ✓Best for solo dealmakers Underwrite one deal at a time and quote lenders you already know. | Popular Standard $199/mo billed annually · save 20% billed annually | save 20% ✓ Upgrade anytime Go StandardIdeal for independent brokers / borrowers Win more deals with broader CRE lender access, insights, and productivity tools. ✓Best for active dealmakers Unlimited deals and quoting across the full lender network. | Pro $399/mo billed annually · save 20% billed annually | save 20% ✓ Upgrade anytime Go ProAll inclusive for brokerages & teams Scale your business with advanced AI automation, collaboration, and visibility. ✓Best for teams and brokerages Everything in Standard, plus branding, document hub, and team accounts. |
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| Finance Marketplace | |||
| Post a Deal Access to 13,000+ verified lenders, direct lender messaging, real-time deal tracking, and deal analytics. Start now | − | Unlimited | Unlimited |
| AI Deal Desk | |||
| AI Deal Migration Migrate the deal you're working on into Finance Lobby easily with AI: it extracts every term, number, and document for you. Start now | 1 Deal | Unlimited | Unlimited |
| AI Deal Memorandum Export a professional offering memorandum to share with your contacts. Start now | 1 Deal | 2 Deals | Unlimited |
| AI Underwriting Analysis Export a professional underwriting spreadsheet to share with your contacts. Start now | 1 Deal | Unlimited | Unlimited |
| Market Insights | |||
| Sales & Rent Comparables Compare your property against recent local sales and rent comps: price, cap rate, $/unit or $/SF, size, and sale date, side by side. Start now | 3 Comps | 2 Deals | Unlimited |
| Property Expenses & Neighborhood Intel Operating-expense benchmarks and market intelligence for your property and its surroundings, with market-level valuation and ownership data. Start now | 3 Comps | 2 Deals | Unlimited |
| Deal Distribution | |||
| Deal Sharing Give appraisers, attorneys, and other third parties a secure, read-only view, showing only the sections and documents you choose, with expiration and revoke controls. Start now | Unlimited | Unlimited | Unlimited |
| Lender Exclusions Hide a deal from any lenders you select, for privacy, confidentiality, and controlled visibility. Start now | − | Unlimited | Unlimited |
| Deal Automation | |||
| Email-to-Deal Forward or CC Finance Lobby from your email to auto-create a deal. Start now | 1 Deal | Unlimited | Unlimited |
| Inbox Sync Auto-extract deal documents straight from your email and attach them to the respective deals in your account. Start now | − | 2 Deals | Unlimited |
| Auto Deal Status Updates Connect your inbox for continuous sync and pull status updates in real time. Start now | − | 2 Deals | Unlimited |
| Document Hub Find all the documents from every single deal you manage in one place. Start now | − | 2 Deals | Unlimited |
| Lender Network | |||
| Lender Directory Explore 30,000+ lenders in our database, view profiles, save contacts, and message directly. Start now | 5 Searches | Unlimited | Unlimited |
| CRM Finance Lobby's CRM manages your deal lifecycle from application to funding: pipeline, quotes, tasks, and lender outreach in one platform. Start now | − | − | + |
| Branding | |||
| Custom Quote Templates Download a comparison of all the quotes to send to borrowers, designed with your own logo, colors, and branding. Start now | − | − | + |
| Custom Email Templates Add your own logo and colors to the emails you send, and remove Finance Lobby branding so every message goes out fully as your brand. Start now | − | − | + |
| Branded Documents Add your own logo and colors to deal memos and PDF documents, and remove Finance Lobby branding entirely so everything goes out as your brand. Start now | − | − | + |
| Collaboration | |||
| WhatsApp Integration Do more on Finance Lobby via our WhatsApp chat assistant: ask questions, adjust deal values, publish deals, and manage your account by chat. Start now | + | + | + |
| Team Management Full admin capabilities and a dashboard to control and measure your team's performance. Start now | − | − | + |
| Leaderboard Check out the Finance Lobby broker activity scoreboard for a competitive edge. Start now | − | − | + |
| Deal Portfolio Share your closed-deal portfolio with your contacts. Start now | − | − | + |
| Borrower Portal Create a customized, branded portal where borrowers can start new deals or attach documents to existing ones for you to review. Start now | − | − | + |
★Comps included. Where other providers charge a steep annual fee for comparables alone, Finance Lobby builds sales and rent comps right into your plan.
Who Picks What
Three People. Three Answers.
We asked our customers to describe themselves in one sentence. Here's how they pick.
02
“I'm running twenty deals at once. I need the whole marketplace and unlimited quoting.”
PicksStandard
03
“We run a brokerage. Full system, unlimited everything, and one place to manage every deal.”
PicksPro
FAQ
Asked & Answered
Frequently asked questions.
Here are a few frequently asked questions. If we missed yours, ask us directly.
Contact UsBasic is free, forever: underwrite a deal, build your deal memo, and quote the lenders you already know, one active deal at a time. Standard ($199/mo billed annually, or $249 month-to-month) opens every deal to the full marketplace and makes deals, quoting, and comps unlimited.
Nothing. Lenders join, set their criteria, and receive matched deals at no cost. We don't charge them to be on the platform, and we don't take a cut of any deal that closes here.
Never. We're a flat-fee platform. You pay for posting access, not for outcomes. What you close is yours.
Yes. Move up to Standard or Pro whenever you're ready, and your deals, lenders, and data come with you. Talk to support and we'll handle it.
Your deal stays live on the platform until you close it or pull it down. There’s no time limit. If you have questions about a specific situation, your account contact can walk you through it.
Yes. You can invite the lenders you already work with and give them preferred access to your deals. Most brokers find this is the fastest way to get value out of the platform on day one.
Basic is free, forever. Standard is $199/mo billed annually (or $249 month-to-month). Pro is $399/mo billed annually (or $499 month-to-month) and includes the full workspace: unlimited deals, document hub, market insights, branded documents, WhatsApp integration, and full team accounts. No credits or additional tokens to purchase later on, and no hidden fees — you get everything in your subscription.
Yes. Plans are billed on a monthly cycle. Any feature with a stated limit (i.e. deals or comps) resets at the start of each new billing period. Your full allotment is restored automatically each month at no additional charge, provided your subscription remains active.
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