Say goodbye to spreadsheets, manual errors, and lost deals. EZRateSheet is the only white-labeled
loan pricing and term sheet platform built for private lenders, brokers, and investor-focused teams.
Quote smarter. Close faster. Look professional.
Fix & Flip, Bridge, Ground-Up Construction, and DSCR support with matrix-based pricing, real-time rate quotes, and risk-based adjustments
Step-by-step wizard collects the right fields per loan type, with smart validation and auto-calculated constraints
Professional 2-column PDFs, fully branded, with cash-to-close, holdback, and fees. Instant download, email delivery, and print-ready
Multi-user access, deal audit logs, approval workflows, and borrower-ready documents
Push and pull deal data between EZRS and CRM or LOS to automate outreach, e-signatures, and CRM tracking
Perfect for individual lenders getting started with professional rate sheets
Ideal for growing teams who need collaboration and increased volume
Complete white-label solution for enterprise lenders with unlimited scaling
| Feature | EZRateSheet | Nexys | Excel Templates |
|---|---|---|---|
| All Loan Types | ✓ | ✓ | — |
| Real-Time Pricing | ✓ | ✓ | — |
| Term Sheet PDFs | ✓ | ✓ | — |
| Cash to Close / Holdback | ✓ | — | — |
| DSCR Rejection Debug | ✓ | — | — |
| CRM Integration | ✓ | — | — |
| Referral Compensation Tracking | ✓ | — | — |
| API Access | ✓ (Pro) | — | — |
| White-Label Branding | ✓ (Pro) | — | — |
Start your 7-day free trial today. Or book a personalized demo to see EZRS in action.
Need custom features, higher deal volumes, or full API integrations? Contact Sales