Plans that scale with your book
Start setup, choose a plan during onboarding, and upgrade as your pipeline grows — every plan includes the full pipeline CRM and embeddable lead forms.
Starter
For solo lenders getting their book organized.
- 3 seats
- Embeddable lead forms
- Pipeline CRM
- Email notifications
Growth
For teams running real monthly volume.
- 10 seats
- Everything in Starter
- Underwriting + closing milestones
- Investor management
- Borrower intelligence
Scale
For shops scaling portals, marketing, and integrations.
- 25 seats
- Everything in Growth
- Ad attribution (Meta CAPI / Google ECL)
- Marketing suite + governed ad operations
- White-label borrower, investor & partner portals
- LOS integrations and custom domains
Prices in USD. Cancel anytime.
What’s in each plan
| Feature | Starter | Growth | Scale |
|---|---|---|---|
| Team seats | 3 | 10 | 25 |
| Pipeline CRM | |||
| Embeddable lead forms | |||
| Email notifications | |||
| Underwriting + closing milestones | |||
| Investor management | |||
| Borrower intelligence | |||
| Marketing suite | |||
| Ad attribution (Meta CAPI / Google ECL) | |||
| LOS integrations / MISMO export | |||
| Partner portal | |||
| White-label borrower, investor & partner portals | |||
| Custom portal domains |
Common questions
Is Lendicity a lender?
No. Lendicity is software only — we never originate, broker, or service loans, and we never touch your capital. You keep your own licensing, compliance, and lending relationships; we give you the system to run them.
Can I import my existing pipeline and contacts?
Yes. You can self-serve a CSV import on any plan, and Growth and Scale customers get white-glove import — our team maps and migrates your existing deals, borrowers, and investor records for you.
How do the embeddable forms work?
You paste one script tag on your website and a branded loan application renders in place. Submissions post to your pipeline in real time with UTM parameters and click IDs (fbclid, gclid) attached, and borrowers get an instant autoresponder.
Do you support investors and fractional notes?
Yes. On Growth and above you can track investor records, commitments, and fractional participation across notes, along with payouts and investor reporting — plus a white-label investor portal on Scale.
Can I put my own brand on the portals?
Yes. On Scale, borrower, investor, and partner portals are fully white-labeled — your logo, colors, email identity, built-in mylendicity.io hosts, and verified custom domains when you want them.
What is the partner portal for?
It gives brokers, agents, attorneys, and other referral sources a narrow branded workspace to submit deals, track status, message your team, and see paid or pending commissions without giving them internal CRM access.
Do you connect to Encompass or other LOS workflows?
Scale includes the LOS integration layer: ICE Encompass connection setup, push-to-LOS, milestone sync, MISMO 3.4 / ULAD XML export, and a verification queue for regulated manual steps.
What about data security?
Your data is encrypted in transit and at rest, isolated per tenant, and protected by role-based access controls, with safeguards aligned to GLBA expectations for financial data. You own your data and can export it at any time.
Run your whole lending operation in one place
Start setup, choose a plan during onboarding, and be live on your own pipeline this afternoon.