Pricing that scales
with your portfolio.
One platform. Every category of capital. Pick the plan that fits where your business is today — and grow into the next one without rebuilding.
Just for Beginners
Lite
$297/month
Billed monthly
Doing at least 20 clients a month, it's free see how it can be free for you
- One member — no team invites
- 24-hour ticket support
- Pre-set domain
- Unlimited client accounts
- AI lender sequencing & matching
MOST POPULAR
For Growing Businesses
Ultimate
$997/month
Billed monthly
Doing at least 50 clients a month, it's free see how it can be free for you
- Unlimited team invites
- Custom domain & logo
- Custom portal design
- Custom website embed
- Accounts for you: daily rewards and cash back on the bills you already pay Coming soon
- Accounts for your clients: the same perks for them, and you earn from their account activity Coming soon
Custom Solutions
Enterprise
Let's talk
Tailored to your business
- Everything in Ultimate
- AI lending models for your industry
- Custom API configuration
- CRM import / export / webhooks
- Your own white-label issuing Coming soon
4,500+ Lending products
Lenders for every credit type
Instant Set Up
Start today with no delays
White Label
Branded exactly how you want
Cancel Anytime
No long-term contracts
Approve user
Jennifer A.
+1 682 233 7654
$82,000.00
Requested
AIActivated
Credit Analyzed
Lender Application
Compare every feature.
Everything that ships with each plan, in one table. No fine print.
| Feature | Lite | Ultimate | Enterprise |
|---|---|---|---|
| Team InvitesInvite teammates to collaborate inside your admin portal with role-based access. | |||
| 24 Hour Ticket SupportSubmit support tickets any time — guaranteed response within 24 hours. | |||
| Preset DomainLaunch on a Fintology-hosted subdomain instantly with zero DNS setup. | |||
| Dedicated Client Success ManagerA named CSM helps you onboard, optimize conversions and grow revenue. | |||
| Autonomous Consumer SupportAI-powered chat and SMS that resolves applicant questions 24/7 without staff. | |||
| Consumer Level AnalyticsTrack every applicant's journey — drop-off, funding, lender performance and LTV. | |||
| Unlimited ApplicantsNo caps on consumer submissions, applications or active accounts. | |||
| Custom DomainRun the portal on your own domain (yourbrand.com) — fully white-labeled. | |||
| Custom WidgetsConfigure dashboard widgets and KPIs to match how your team operates. | |||
| Custom Theme DesignsPick from 24 themes or design your own color palette across the consumer portal. | |||
| Custom Logo DisplayReplace Fintology branding with your own logo throughout the entire experience. | |||
| Custom Portal DesignPersonalize layouts, copy and CTAs in the customer-facing portal. | |||
| Custom API IntegrationsConnect Fintology to your internal tools and data sources via REST/webhooks. | |||
| Upload Your Own Contracts (E-Sign Ready)Upload custom agreements with signature, initial and date fields. Clients e-sign before they apply — legally binding. | |||
| Soft Tri-Bureau Credit PullPull Experian, Equifax and TransUnion instantly with zero impact to your client's score. | |||
| AI Lender Sequencing & MatchingOur engine ranks the right lenders in the right order, optimized for approval likelihood. | |||
| Live Application Status TrackingAI watches every lender response — pending, denied, approved — so you don't have to. | |||
| In-Portal Lender ChatLenders communicate with clients directly inside the portal. No email tag, no missed messages. | |||
| Auto-Invoice on ApprovalWe trigger the invoice the moment a deal is approved — you get paid as fast as your client gets funded. | |||
| Connect Your CRMTwo-way sync with HubSpot, GoHighLevel, Salesforce, Pipedrive and more. | |||
| Fintology CRMUse the built-in Fintology CRM to manage leads, pipelines and outreach. | |||
| Lead Gen ToolsBuilt-in lead generation, scrapers and outreach automations to fill your funnel. | |||
| View Client Credit, Accounts & Bank StatementsPull and review tri-bureau credit reports, linked financial accounts and bank statements (personal & business) directly inside the admin dashboard. | |||
| End Subscriber SplitsKeep 100% of subscriber revenue — no Fintology revenue share. | |||
| Collections Tools for Unpaid InvoicesWhen an invoice goes unpaid past 30 days, collections tools open for it automatically. | |||
| Payment History ReportingReport a client's invoice payment history to Experian, Equifax and TransUnion, as part of your collections tools for unpaid invoices. | |||
| Live Collections TrackerPer-invoice tracker shows every stage live, from unpaid to resolved. | |||
| Automated Invoicing (Flat / % / Both)Bill clients flat fees, a percentage of funded amount, or any hybrid model. | |||
| Auto Lender Outreach for CommissionsFintology auto-contacts lenders to collect commissions owed on funded deals. | |||
| Broker Review Mode (Client View Lock)Gate offer visibility until you curate. Clients see a 'Pending Application Completion' status checklist while you pick which approved lenders to publish. | |||
| Custom Website EmbedEmbed the application flow on your existing marketing site with a single snippet. | |||
| Custom Email and SMS DesignBrand all outgoing notifications with your colors, logo and custom copy. | |||
| AI Credit Report ReviewTools that help your applicants find issues on their own credit report and prepare their own letters, with tracking. | |||
| AI-Powered Tax Credit ToolSurfaces refundable and non-refundable tax credits available to your clients at the state and federal level. | |||
| AI-Powered Insurance ToolIdentifies the applicable insurance vehicles for your clients' business and personal needs. | |||
| Business Credit MonitoringMonitor your clients' Paydex, Experian Commercial and Equifax Commercial business credit profiles. | |||
| Accounts for YouComing soonComing soon. Deposit with Fintology: get paid by ACH and wire, spend with virtual Visa cards, give your team cards with limits, and earn daily rewards and cash back on the bills you already pay. | |||
| Accounts for Your ClientsComing soonComing soon. Offer Fintology accounts in your portal: your clients get the same rewards and cash back, and you earn from their account activity as they move money. | |||
| Your Own White-Label IssuingComing soonComing soon. Accounts and cards under your own brand: your name on the app, the accounts and the cards. | |||
| No One Time End User CostsWaive all one-time fees charged to your end consumers — fully absorbed by Fintology. | |||
| Session MonitoringReplay user sessions and monitor live activity for compliance and QA. | |||
| Custom CRM Import/Export/WebhooksBulk import historical data and stream events via custom webhooks. | |||
| Custom API ConfigurationDedicated engineering support to configure APIs around your stack. | |||
| AI Lending Models Tailored to your IndustryTrain our AI lending decision models on your industry's data and risk profile. | |||
| Lending Library Tailored to Your IndustryGet a curated lender list matched specifically to your vertical and customer base. | |||
| Email & SMS Marketing IntegrationPlug into your marketing stack to nurture leads through Fintology data. |
Team InvitesInvite teammates to collaborate inside your admin portal with role-based access.
24 Hour Ticket SupportSubmit support tickets any time — guaranteed response within 24 hours.
Preset DomainLaunch on a Fintology-hosted subdomain instantly with zero DNS setup.
Dedicated Client Success ManagerA named CSM helps you onboard, optimize conversions and grow revenue.
Autonomous Consumer SupportAI-powered chat and SMS that resolves applicant questions 24/7 without staff.
Consumer Level AnalyticsTrack every applicant's journey — drop-off, funding, lender performance and LTV.
Unlimited ApplicantsNo caps on consumer submissions, applications or active accounts.
Custom DomainRun the portal on your own domain (yourbrand.com) — fully white-labeled.
Custom WidgetsConfigure dashboard widgets and KPIs to match how your team operates.
Custom Theme DesignsPick from 24 themes or design your own color palette across the consumer portal.
Custom Logo DisplayReplace Fintology branding with your own logo throughout the entire experience.
Custom Portal DesignPersonalize layouts, copy and CTAs in the customer-facing portal.
Custom API IntegrationsConnect Fintology to your internal tools and data sources via REST/webhooks.
Upload Your Own Contracts (E-Sign Ready)Upload custom agreements with signature, initial and date fields. Clients e-sign before they apply — legally binding.
Soft Tri-Bureau Credit PullPull Experian, Equifax and TransUnion instantly with zero impact to your client's score.
AI Lender Sequencing & MatchingOur engine ranks the right lenders in the right order, optimized for approval likelihood.
Live Application Status TrackingAI watches every lender response — pending, denied, approved — so you don't have to.
In-Portal Lender ChatLenders communicate with clients directly inside the portal. No email tag, no missed messages.
Auto-Invoice on ApprovalWe trigger the invoice the moment a deal is approved — you get paid as fast as your client gets funded.
Connect Your CRMTwo-way sync with HubSpot, GoHighLevel, Salesforce, Pipedrive and more.
Fintology CRMUse the built-in Fintology CRM to manage leads, pipelines and outreach.
Lead Gen ToolsBuilt-in lead generation, scrapers and outreach automations to fill your funnel.
View Client Credit, Accounts & Bank StatementsPull and review tri-bureau credit reports, linked financial accounts and bank statements (personal & business) directly inside the admin dashboard.
End Subscriber SplitsKeep 100% of subscriber revenue — no Fintology revenue share.
Collections Tools for Unpaid InvoicesWhen an invoice goes unpaid past 30 days, collections tools open for it automatically.
Payment History ReportingReport a client's invoice payment history to Experian, Equifax and TransUnion, as part of your collections tools for unpaid invoices.
Live Collections TrackerPer-invoice tracker shows every stage live, from unpaid to resolved.
Automated Invoicing (Flat / % / Both)Bill clients flat fees, a percentage of funded amount, or any hybrid model.
Auto Lender Outreach for CommissionsFintology auto-contacts lenders to collect commissions owed on funded deals.
Broker Review Mode (Client View Lock)Gate offer visibility until you curate. Clients see a 'Pending Application Completion' status checklist while you pick which approved lenders to publish.
Custom Website EmbedEmbed the application flow on your existing marketing site with a single snippet.
Custom Email and SMS DesignBrand all outgoing notifications with your colors, logo and custom copy.
AI Credit Report ReviewTools that help your applicants find issues on their own credit report and prepare their own letters, with tracking.
AI-Powered Tax Credit ToolSurfaces refundable and non-refundable tax credits available to your clients at the state and federal level.
AI-Powered Insurance ToolIdentifies the applicable insurance vehicles for your clients' business and personal needs.
Business Credit MonitoringMonitor your clients' Paydex, Experian Commercial and Equifax Commercial business credit profiles.
Accounts for YouComing soonComing soon. Deposit with Fintology: get paid by ACH and wire, spend with virtual Visa cards, give your team cards with limits, and earn daily rewards and cash back on the bills you already pay.
Accounts for Your ClientsComing soonComing soon. Offer Fintology accounts in your portal: your clients get the same rewards and cash back, and you earn from their account activity as they move money.
Your Own White-Label IssuingComing soonComing soon. Accounts and cards under your own brand: your name on the app, the accounts and the cards.
No One Time End User CostsWaive all one-time fees charged to your end consumers — fully absorbed by Fintology.
Session MonitoringReplay user sessions and monitor live activity for compliance and QA.
Custom CRM Import/Export/WebhooksBulk import historical data and stream events via custom webhooks.
Custom API ConfigurationDedicated engineering support to configure APIs around your stack.
AI Lending Models Tailored to your IndustryTrain our AI lending decision models on your industry's data and risk profile.
Lending Library Tailored to Your IndustryGet a curated lender list matched specifically to your vertical and customer base.
Email & SMS Marketing IntegrationPlug into your marketing stack to nurture leads through Fintology data.
Pricing questions,
answered.
Still on the fence? Watch the 4-minute walkthrough, or open the chat and ask us which plan fits your volume, your team and your stack.
Is there a free trial?
There is no free trial. You can start on any plan and upgrade, downgrade, or cancel from your billing dashboard at any time.
Can I switch plans later?
Yes. Upgrade or downgrade from your billing dashboard. Changes prorate automatically.
Do my customers pay any one-time fees?
Yes: a one-time $19.97 portal fee when they sign up, which covers their credit pull, identity check and a dedicated phone number and email address assigned to them for lender correspondence. You can cover it for them. On Enterprise it can be waived.
How does white-label work?
Ultimate and Enterprise plans run on your custom domain, with your branding, logo and portal design — your clients never see Fintology. On Lite your portal carries your logo on a Fintology subdomain.
One deal pays for months of this
Every plan includes the AI engine, 4,500+ lending products, AI lender application completion and white-label tools. Your first funded with Fintology more than covers the cost.