Run Your Entire Lending Operation
From One Integrated Platform
Stop stitching together rate sheets, spreadsheets, and disconnected CRMs. EZRS + RiseHub gives private lenders one place to price deals, manage borrowers, and grow systematically.
Disconnected Tools Are Costing You Deals
Every lender using fragmented tech is leaving money on the table — not from lack of expertise, but from lack of systems.
Your Rate Sheet Is a Spreadsheet Nobody Trusts
Different team members quote different rates for the same deal. Pricing mistakes erode margins. Manual recalculation on every new LTV, ARV, or loan structure is slowing you down — and costing you credibility with brokers.
Your Deals Live in Email
There's no single place to see what's active, what's stalled, and what needs follow-up. Your pipeline is whoever remembers to update the shared spreadsheet. You're dropping deals — you just don't know which ones.
Borrowers Aren't Coming Back Like They Used To
You closed 20 loans with a borrower last year. This year: two. They didn't complain — they just started going somewhere else. With no automated follow-up, no nurture sequence, no reason to stay in their inbox, you're invisible between deals.
Your Growth Depends Entirely on Who You Know This Week
When your best referral partner gets slow, your pipeline gets slow. No funnel, no lead nurture sequence, no review-building process. You have no systematic way to grow beyond your current referral network.
Professional Rate Sheets That Price Every Deal Right
Stop quoting by intuition and email. Configure your real pricing logic — LTV, ARV, points, interest reserves, state rules — and generate branded term sheets in minutes.
Custom Loan Products
Configure fix-and-flip, bridge, DSCR, construction, or any other product with your actual pricing logic: LTV/ARV bands, rate adjustments, fee structures, and state-by-state rules. Every loan officer quotes from the same source of truth.
Branded Term Sheets
Generate professional, borrower-ready term sheets in minutes — your logo, your rates, your terms. No more Word doc templates passed around the office, no more pricing discrepancies, no more margin erosion.
Deal Review & Approval Workflow
Every deal has a home — from inquiry through term sheet, approval, and close. Your pipeline is visible, current, and accountable. Know exactly where every file stands without calling anyone or digging through email.
Manage Your Entire Lending Operation in One Place
Know exactly where every deal and every relationship stands — without digging through email. Stay in front of borrowers and brokers systematically, not just when you remember to.
Unified Pipeline & Contact Management
Every contact has a full history: conversations, deals, documents, notes. See every active deal at every stage at a glance. Know which brokers are sending volume, when you last touched base, and who needs follow-up right now.
Email & SMS Marketing
Build and manage email and SMS drip campaigns that educate your borrower pipeline and warm up cold contacts. When a deal closes or goes quiet, automated follow-up keeps your name in their inbox — without lifting a finger.
AI-Powered Workflow Automation
Configure automations that run on their own: loan anniversary touchpoints, review requests after every close, broker appreciation campaigns, and missed-call text-back. Your operations run while you focus on closing.
Grow Your Broker Network and Lending Reach
Move beyond word-of-mouth. Build systematic referral partnerships, access capital from a vetted lending network, and leverage AI and social tools to stay top of mind at scale.
Referral Partner Management
Track exactly which brokers and partners are sending you deals, how much volume they represent, and when you last touched base. Manage commissions, run co-branded campaigns, and build loyalty programs — all in one system.
Access to Capital / Lending Network
Connect with 100+ vetted partner lenders. Expand your lending programs, place deals outside your own box, and access rates and structures your competitors can't match — all within the platform.
Voice AI & Social Media
Phone and Voice AI capabilities handle inbound calls and follow-up when your team can't. Integrated social media scheduling and paid advertising keep your brand active where borrowers and brokers are looking.
Replace $1,377–$12,006/mo in Subscriptions
Most private lenders are already paying for pieces of what EZRS + RiseHub does — separately, with no integration and no connection to their lending workflow.
| Category | Tools You're Probably Using | Monthly Cost | With EZRS + RiseHub |
|---|---|---|---|
| CRM | HubSpot, Pipedrive, Salesforce | $99–$800+ | ✓ Included |
| Email Marketing | MailChimp, ActiveCampaign | $50–$400+ | ✓ Included |
| Deal / Pipeline Tracking | Spreadsheets, Monday.com | $0–$150 | ✓ Included |
| Funnel Builder | ClickFunnels, Kartra | $99–$299 | ✓ Included |
| Calendar & Booking | Calendly | $20–$50 | ✓ Included |
| SMS & Automation | ActiveCampaign, Zapier | $75–$200+ | ✓ Included |
| Review Management | Yext, Birdeye | $50–$450 | ✓ Included |
| Marketing Automation | HubSpot Workflows, Zapier | $50–$500+ | ✓ Included |
| Rate Sheet / Pricing | Manual Excel (your time) | Uncountable | ✓ Included |
Combined market cost: $1,377–$12,006/month
And none of these tools understand private lending, none of them are integrated, and none of them include a rate sheet.
From Setup to Funded Deals — Here's the Process
This isn't self-service software you figure out alone. We configure your system, train your team, and hand you a working lending operation.
Choose Your Plan
Start with Full Stack for the complete platform, or pick the tier that fits where your business is today. Every plan includes onboarding support — not a getting-started guide.
Get Set Up in Minutes
Our team configures EZRS + RiseHub for your lending operation: your loan products, your pricing logic, your workflows. You don't build it — we hand you a working system.
Start Closing More Deals
Professional rate sheets, automated follow-up, and a full CRM from day one. Price deals in minutes, never lose a lead to inbox chaos, and keep borrowers coming back.
What Changes When the Systems Are Right
"EZ Rate Sheet has completely transformed how we present lending options to our borrowers. The rate sheets look incredibly professional and save us hours every week."
"The lending network alone is worth the subscription. We've been able to offer programs we never had access to before. Game changer for our business."
"Setup took less than 5 minutes and we were generating professional rate sheets the same day. The ROI was immediate. Highly recommend to any real-estate lender."
"The deal comparison tools are outstanding. Our borrowers love being able to see multiple scenarios side-by-side. It builds trust and helps us close deals faster."
One Platform. Four Options.
Start where you are. Scale when you're ready. Every plan includes onboarding support and access to the EZRS rate sheet engine.
- Custom loan products
- Branded term sheets
- Deal workflow tracking
- 5 users · 10 deals/mo
- Everything in EZRS Only
- Full RiseHub CRM
- Email & SMS marketing
- 5 users · 10 deals/mo
- Everything in Essentials
- Referral partner tools
- Voice AI & social media
- 25 users · 25 deals/mo
- Everything in Growth Engine
- DFY borrower & referral funnels
- AI deal analysis + API access
- Unlimited users & deals
Payment plans available for Lender Essentials. Growth Engine & Full Stack plans discussed during your discovery call.
View Full DetailsReady to Run Your Lending Operation From One Platform?
Join 100+ lenders already using EZ Rate Sheet. Start your free trial today — no credit card required, no setup fee for EZRS Only.