What goes into a pricing proposal?
Team size is a starting point. The proposal also needs to account for the workflows, communication services, integrations and implementation effort your operation requires.
- The people and roles who will use the platform.
- Your preferred traditional CRM, Office experience, or both.
- Calling, messaging and provider configuration.
- Current CRM, LOS and other systems that need a handoff or integration review.
- Onboarding, training and IT review requirements.
We do not publish a standard per-seat price on this page. Your inquiry starts a scope discussion; it does not create a subscription or service commitment.
What should you bring to the demo?
Choose a practical workflow you want to improve: finding a new lead, following up after a call, reviewing a pipeline, or preparing a loan-file handoff. Describe how that work happens today and where your team loses time or context.
The current-systems question in the form helps us prepare. List your CRM, LOS, dialer and other tools, or write “None yet” if you are starting fresh.
Confirm scope before you commit
Ask which features and services are included, which need configuration, and which carry separate provider usage or implementation costs. Availability can vary by experience and deployment.
For an institution with a vendor review process, include your IT or security requirements at the start. That lets us discuss supporting evidence and configuration alongside the workflow and commercial scope.
Explore feature areas and review IT discussion topics before your inquiry.
What happens after an inquiry?
Your inquiry is emailed to Loan Monster at [email protected], with your email address provided for replies. We can use the business details you share to follow up about your requested demo, pricing or security review.
Include business information only. Do not submit borrower details, account numbers, SSNs or loan documents through this public form.