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
AI Deal Analysis flags risks before you commit, AI Co-Pilot guides borrowers through applications, and AI Q&A Support answers team questions instantly
Expand your reach by connecting with network partners. Browse products, route deals, and grow your business through the EZRS marketplace
All plans include a 5-day free trial. No credit card required to explore.
Perfect for individual lenders getting started with professional rate sheets
No Credit Card Required
Need more deals? Add 5 for $29/pack
Ideal for growing teams who need collaboration and increased volume
No Credit Card Required
Need more deals? Add 5 for $29/pack
Complete white-label solution for high-volume lenders with CRM integration
No Credit Card Required
| Feature | Starter | Team | Pro |
|---|---|---|---|
| Fix & Flip, Bridge, Ground-Up, DSCR | ✓ | ✓ | ✓ |
| Real-Time Rate & Fee Pricing | ✓ | ✓ | ✓ |
| PDF Term Sheets | ✓ | ✓ | ✓ |
| Cash to Close / Holdback | ✓ | ✓ | ✓ |
| Borrower Application Forms | ✓ | ✓ | ✓ |
| Deal Add-on Packs ($29/5 deals) | ✓ | ✓ | Unlimited |
| Multi-User & Permissions | 1 user | Up to 5 | Unlimited |
| E-Signature Integration | — | ✓ | ✓ |
| Referral Compensation Tracking | — | ✓ | ✓ |
| Team Analytics & Approvals | — | ✓ | ✓ |
| White-Label Branding | — | — | ✓ |
| CRM Integration | — | — | ✓ |
| Custom Loan Products | — | — | ✓ |
| API Access | — | — | ✓ |
| AI Borrower Co-Pilot | ✓ | ✓ | ✓ |
| AI Q&A Support Assistant | ✓ | ✓ | ✓ |
| AI Deal Analysis & Risk Scoring | Add-on | Add-on | ✓ |
| Lending Network | Add-on | ✓ | ✓ |
Start your 5-day free trial today. Or book a personalized demo to see EZRS in action.
No Credit Card Required
Need custom integrations, higher deal volumes, or a dedicated setup? Contact Sales