Unlock value that speaks for itself
Choose a plan that fits your needs.
Basic
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Gold
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Diamond
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Enterprise
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Great for beginners in investing or loan officers who handle fewer than two loans a year. FREE* Sign Up |
Per User Cost Monthly Subscription Annual Subscription |
Per User Cost Monthly Subscription Annual Subscription |
Per User Cost Customize and take your current organizational processes to the next level. Call For Demo |
Easy Chat Interface
Easily chat with our advanced AI through voice, text, or typing to get everything from the basic information to terms and conditions. |
Easy Chat Interface
Easily chat with our advanced AI through voice, text, or typing to get everything from the basic information to terms and conditions. |
Easy Chat Interface
Easily chat with our advanced AI through voice, text, or typing to get everything from the basic information to terms and conditions. |
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DSCR & ROI Analysis
Screen deals using CreFin's chat-integrated calculation system, evaluate if the lender suits you, and review pricing before making your decisions. |
DSCR & ROI Analysis
Screen deals using CreFin's chat-integrated calculation system, evaluate if the lender suits you, and review pricing before making your decisions. |
DSCR & ROI Analysis
Screen deals using CreFin's chat-integrated calculation system, evaluate if the lender suits you, and review pricing before making your decisions. |
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Basic Lender Matching
Discover active lenders for your project. |
Basic Lender Matching
Discover active lenders for your project. |
Basic Lender Matching
Discover active lenders for your project. |
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Vendor Matching
Find everyone from attorneys to surveyors and everyone in between. |
Vendor Matching
Find everyone from attorneys to surveyors and everyone in between. |
Vendor Matching
Find everyone from attorneys to surveyors and everyone in between. |
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Basic Term Sheet
Get accurate loan terms and pricing, thanks to the real-time market data – no more guesswork. |
Basic Term Sheet
Get accurate loan terms and pricing, thanks to the real-time market data – no more guesswork. |
Basic Term Sheet
Get accurate loan terms and pricing, thanks to the real-time market data – no more guesswork. |
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Smart Checklist
Keep things organized with a checklist customized just for you, making it easy to manage your specific loan tasks. |
Smart Checklist
Keep things organized with a checklist customized just for you, making it easy to manage your specific loan tasks. |
Smart Checklist
Keep things organized with a checklist customized just for you, making it easy to manage your specific loan tasks. |
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Instant Transaction Summaries
Create instant transaction summaries within seconds. |
Instant Transaction Summaries
Create instant transaction summaries within seconds. |
Instant Transaction Summaries
Create instant transaction summaries within seconds. |
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Periodic Training
Get training, whether it's live or recorded, on a variety of different topics. |
Periodic Training
Get training, whether it's live or recorded, on a variety of different topics. |
Periodic Training
Get training, whether it's live or recorded, on a variety of different topics. |
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SMS and Smart In app communication
Don't ever lose track of your loan. Get daily updates. |
SMS and Smart In app communication
Don't ever lose track of your loan. Get daily updates. |
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Scenario & Call Support
Don't ever lose track of your loan. Get daily updates. |
Scenario & Call Support
Don't ever lose track of your loan. Get daily updates. |
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Detailed Transaction Summaries
Say goodbye to writing loan memos for lenders |
Detailed Transaction Summaries
Say goodbye to writing loan memos for lenders |
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Automatic Data Entry
CreFin automatically extracts and enters pertinent information from scanned documents./p> |
Automatic Data Entry
CreFin automatically extracts and enters pertinent information from scanned documents. |
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Data Validation
We use various tools to verify and validate more than 25% of the data upfront, which reduces processing and underwriting time by 40%. |
Data Validation
We use various tools to verify and validate more than 25% of the data upfront, which reduces processing and underwriting time by 40%. |
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One Tap Document Creation
You can create documents without the tedium of entering the same data twice. |
One Tap Document Creation
You can create documents without the tedium of entering the same data twice. |
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AI-Powered Information Hub
Stay in the loop with all the latest happenings – news, insightful blogs, educational videos, and daily rate updates, all powered by AI. |
AI-Powered Information Hub
Stay in the loop with all the latest happenings – news, insightful blogs, educational videos, and daily rate updates, all powered by AI. |
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Full Analysis & Underwriting
Experience the perfect balance of technology and human expertise for lender-specific underwriting. |
Full Analysis & Underwriting
Experience the perfect balance of technology and human expertise for lender-specific underwriting. |
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Advanced Lender Matching
CreFin uses data to provide real-time pricing from the most active lenders, finding you the most cost-effective option. |
Advanced Lender Matching
CreFin uses data to provide real-time pricing from the most active lenders, finding you the most cost-effective option. |
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Term sheet comparison and negotiation
CreFin points out areas of improvement in your file, enabling you to negotiate your terms with the lender competitively using data. |
Term sheet comparison and negotiation
CreFin points out areas of improvement in your file, enabling you to negotiate your terms with the lender competitively using data. |
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Email-Based Analyst
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Email-Based Analyst
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Application Review & Document Stacking
We mix the smarts of machine learning with human expertise to provide lenders the exact documents they need. |
Application Review & Document Stacking
We mix the smarts of machine learning with human expertise to provide lenders the exact documents they need. |
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Closing Support
For smooth closing and funding. |
Closing Support
For smooth closing and funding. |
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Intuitive Dashboard
Your account comes with a comprehensive dashboard that provides insights into your activity, pipeline loans, and revenue management. |
Intuitive Dashboard
Your account comes with a comprehensive dashboard that provides insights into your activity, pipeline loans, and revenue management. |
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Dedicated Live Analyst
Count on our experienced Loan Officer to undertake any manual work, so you don't have to. |
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Third party and Due Diligence Management Support
CreFin links with third-party vendors for direct communication to minimize processing times. |
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Fees and commission collection
CreFin takes the lead and actively ensures your fees are safely collected when it's time to close the deal. |
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30-Day Post-Closing Assistance
We can assist you with everything from presenting testimonials to sending thank-you notes. |
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**Customer For Life**
Your client remains your client, through and through. |
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Payable Origination Fees 0.50% of the loan amount or $3,000, whichever is higher. |
*Payable Origination Fees : $2,999 per loan. |
*Payable Origination Fees : 0.25% of the loan amount. |
*Payable Origination Fees : Fees not applicable. |