POS + CRM together
Bring borrower intake, relationships, and pipeline visibility into one LoanBot package.
LOANBOT / THE PLATFORM COMPARISON
More possibility.
Less software
overhead.
Your POS and CRM should work as hard as your team. Compare the options. Run your numbers. See what one LoanBot package could do for your bottom line.
Source-linked pricing Clear billing terms Your inputs
THE 200-LO EXAMPLE
Potential savings$300,000per year in this scenario
Current CRM + POS$50,000 / mo
LoanBot POS + CRM$25,000 / mo
Example: $100/seat/month CRM + $60/closed-loan POS replaced by LoanBot. Before transition, taxes, and additional fees.
27 alternatives researched
25 evidence-backed benchmarks
27/27 working calculator presets
Research checked
October 6, 2026
ONE PACKAGE. A CLEARER BUSINESS CASE.
Connect the journey.
Simplify the spend.
Price tied to closings
Model $50 per closed loan with your LO seats included. See the cost move with production.
Value you can examine
Compare subscription cost, included scope, and the services your team actually needs.
MAKE IT YOUR NUMBERS
What could you keep?
Choose your platforms to load researched benchmarks, then adjust the numbers to match your contracts. Every platform has a working comparison.
Your operation
01
Current CRM
02
Current POS
LoanBot POS + CRM$50 per closed loan · modeled seats included
$25,000/ moYOUR ESTIMATED ANNUAL IMPACT50% lower spend
$300,000
Potential annual savings
$25,000 a month available for your next priority.
Based on your entered costsCRM and POS amounts come from your calculator inputs.Enterprise volumes are projections. Edit any input to use your actual price.
- Current CRM
- $20,000 / mo
- Current POS
- $30,000 / mo
- Current other costs
- $0 / mo
- LoanBot package
- $25,000 / mo
- First-year savings
- $300,000
Estimates can be above or below LoanBot. Older prices, third-party reports, and broader product packages are labeled so you can judge their fit.
Effective cost per closed loan: $100.00 today → $50.00 with LoanBot.
Build my LoanBot proposalIllustrative package at $50 per closed loan, with all modeled LO seats included. Annual figures assume 12 months at the entered volume. Final scope, minimums, third-party usage, and onboarding are set in your agreement. Taxes are excluded. Zero additional costs means none have been entered, not that every service is free.
YOUR SHORTLIST
Put the details side by side.
LoanBot stays in view. Choose up to three alternatives from the directory.
Swipe or scroll the table to see every platform.
| Compare the essentials | THE LOANBOT PACKAGELoanBot POS + CRM | Floify | Total Expert |
|---|---|---|---|
| Product scope | POS + CRM package | Mortgage POS | Mortgage CRM & marketing |
| Price basis | $50 per closed loan | $79 estimated / LO / month · legacy Business plan | $125 / user / month · 50-user annual offer |
| Evidence | LoanBot comparison package | Historical benchmark | Published plan benchmark |
| Billing context | All modeled LO seats included. Monthly cost follows closed-loan volume. | Legacy Business plan: $79/month for one LO or support user, reported by InsiderApps and software directories. Scaling to your LO count is an estimate, not current Lender Edition pricing. The current Lender Edition offers a different per-loan model. A 2024 mortgage-forum user reported $70/user/month; an unverified anecdote, not a rate card. | Total Expert’s vendor-sold AWS listing shows 50 users at $125/user/month, $75,000 for a 12-month contract. The calculator extrapolates that per-seat rate to your team; it does not treat a 50-user offer as a confirmed 200-user quote. Modules and negotiated enterprise terms may differ. |
| Value to evaluate | Borrower intake, relationship management, pipeline visibility, and partner collaboration in one package. | Configurable applications, document collection, eSign, and borrower workflows. | Customer profiles, sales workflows, automated journeys, and co-marketing. |
| Cost details | Confirm final scope, minimums, third-party usage, and onboarding in your agreement. | Confirm minimums, billable loan events, implementation, and third-party services. | Confirm included users, customer intelligence, communications, and onboarding. |
| Explore | Get your LoanBot proposal |
Compare the same workflow and contract scope. Product descriptions summarize vendor materials; entry prices are not enterprise quotes. An LOS bundle or general-purpose CRM has a different scope from a combined mortgage POS + CRM package.
THE MARKET, IN ONE PLACE
Find your next comparison.
From Floify and nCino to Total Expert and Surefire, explore pricing and product scope on your terms.
27 platforms to explore · USD prices, estimates, and planning scenarios
View shortlist (2/3)Mortgage POS
Floify
$79 estimated/ LO / month · legacy Business plan
Historical benchmarkConfigurable applications, document collection, eSign, and borrower workflows.
With the CRM cost in your calculator
Modeled current stack$35,800 / mo
With LoanBot$25,000 / mo
Potential annual savings$129,600
200 LOs · 500 closed loans / monthPrice details & sources
Terms. Legacy Business plan: $79/month for one LO or support user, reported by InsiderApps and software directories. Scaling to your LO count is an estimate, not current Lender Edition pricing. The current Lender Edition offers a different per-loan model. A 2024 mortgage-forum user reported $70/user/month; an unverified anecdote, not a rate card.
Costs to check. Confirm minimums, billable loan events, implementation, and third-party services.
Consider for. Lenders and brokers looking for a dedicated borrower intake platform.
Reviewed October 6, 2026Mortgage POS
nCino Mortgage POS
Also searched as SimpleNexus
$150 estimated/ user / month · reported range $150–$350
Third-party estimateMobile borrower and loan officer experiences, document workflows, and partner collaboration.
With the CRM cost in your calculator
Modeled current stack$50,000 / mo
With LoanBot$25,000 / mo
Potential annual savings$300,000
200 LOs · 500 closed loans / monthPrice details & sources
Terms. US Tech Automations reports $150–$350/user/month for SimpleNexus without supplying a rate card. This preset uses the lower end, $150. A circa-2020 founder interview mentions offerings reaching $150/month; nCino’s FY2023 filing describes per-seat licensing. Neither confirms a current $150 enterprise rate. Treat this as a low-confidence starting estimate.
Costs to check. Confirm POS scope separately from closing, analytics, and other suite products.
Consider for. Lenders evaluating a mobile mortgage experience within a broader mortgage suite.
Reviewed October 6, 2026Mortgage CRM & marketing
Total Expert
$125/ user / month · 50-user annual offer
Published plan benchmarkCustomer profiles, sales workflows, automated journeys, and co-marketing.
With the POS cost in your calculator
Modeled current stack$55,000 / mo
With LoanBot$25,000 / mo
Potential annual savings$360,000
200 LOs · 500 closed loans / monthPrice details & sources
Terms. Total Expert’s vendor-sold AWS listing shows 50 users at $125/user/month, $75,000 for a 12-month contract. The calculator extrapolates that per-seat rate to your team; it does not treat a 50-user offer as a confirmed 200-user quote. Modules and negotiated enterprise terms may differ.
Costs to check. Confirm included users, customer intelligence, communications, and onboarding.
Consider for. Financial institutions coordinating sales and marketing across teams.
Reviewed October 6, 2026Mortgage CRM & marketing
ICE Surefire
Also searched as Top of Mind Surefire
$150 estimated/ user / month · historical small-team rate
Historical benchmarkMortgage content, milestone campaigns, borrower nurture, and referral marketing.
With the POS cost in your calculator
Modeled current stack$60,000 / mo
With LoanBot$25,000 / mo
Potential annual savings$420,000
200 LOs · 500 closed loans / monthPrice details & sources
Terms. Floify’s mortgage CRM review, last updated July 12, 2023, reports $150/user/month for up to 30 users and different pricing for larger teams. This historical small-team rate is extrapolated for planning; it is not a current ICE enterprise offer.
Costs to check. Confirm print, SMS, data services, integrations, and implementation charges.
Consider for. Mortgage teams prioritizing ready-made marketing content and lifecycle outreach.
Reviewed October 6, 2026Mortgage CRM on Salesforce
Jungo
From $96/ user / month · billed annually
Published plan benchmarkMortgage relationship management, marketing automation, and Salesforce-based workflows.
With the POS cost in your calculator
Modeled current stack$49,200 / mo
With LoanBot$25,000 / mo
Potential annual savings$290,400
200 LOs · 500 closed loans / monthPrice details & sources
Terms. Uses the published Lite annual equivalent of $96/user/month. This is an entry-plan projection, not a negotiated enterprise quote. Mortgage App and Bundle plans cost more; setup is additional.
Costs to check. Setup fees apply; the pricing page shows different amounts by plan/billing section. Confirm the fee and any partner subscriptions in writing.
Consider for. Teams seeking a mortgage-specific CRM built on Salesforce.
Reviewed October 6, 2026Mortgage CRM + POS
BNTouch
$95/ user / month · 2–10 users
Published plan benchmarkCRM, marketing campaigns, AI-assisted 1003, and borrower and partner portals.
Combined CRM + POS; entered once
Modeled current stack$19,000 / mo
With LoanBot$25,000 / mo
Additional annual cost$72,000
200 LOs · 500 closed loans / monthPrice details & sources
Terms. Uses the published $95/user/month plan for 2–10 users, extrapolated outside that range. For one user the calculator uses the published $165/month plan. Enterprise/10+ pricing is negotiated. CRM + POS are entered once; a second POS charge is zeroed.
Costs to check. Record limits and communication allowances apply. Extra records, SMS/voice usage, and optional services can increase cost. Confirm enterprise contract terms.
Consider for. Teams comparing a combined CRM and borrower intake package.
Reviewed October 6, 2026Mortgage sales & engagement
Bonzo
$150/ seat / month · Solo
Published plan benchmarkMulti-channel conversations, follow-up campaigns, pipelines, and referral relationships.
With the POS cost in your calculator
Modeled current stack$60,000 / mo
With LoanBot$25,000 / mo
Potential annual savings$420,000
200 LOs · 500 closed loans / monthPrice details & sources
Terms. Uses the published $150/month Solo seat rate. Multi-seat results are extrapolations, not enterprise quotes. Add communications and optional data products separately.
Costs to check. Confirm communication allowances, team pricing, and premium add-ons such as MonitorBase.
Consider for. Teams focused on lead response and conversational engagement.
Reviewed October 6, 2026CRM + POS by plan
Shape
$119/ user / month · CRM benchmark; POS extra
Published plan benchmarkLead routing, sales automation, calling, marketing, and a customer portal/POS.
With the POS cost in your calculator
Modeled current stack$53,800 / mo
With LoanBot$25,000 / mo
Potential annual savings$345,600
200 LOs · 500 closed loans / monthPrice details & sources
Terms. Shape’s own 2026 mortgage CRM article lists $119/user/month, while its current plans page is quote-led. Use this as a CRM starting benchmark only. Core portal/POS is an add-on, so the calculator keeps a separate POS cost. A 2026 mortgage-forum poster reported a $47/month portal add-on; its enterprise scope is unverified.
Costs to check. Portal is an add-on to Core and included in higher plans. Communications draw from a prepaid usage balance; confirm limits and service fees.
Consider for. Teams evaluating communications and borrower intake in a broader CRM platform.
Reviewed October 6, 2026Mortgage origination platform
Blend
$75 proxy/ funded loan · core software incl. Close
Company metric proxyDigital applications, loan officer tools, borrower collaboration, and origination workflows.
With the CRM cost in your calculator
Modeled current stack$57,500 / mo
With LoanBot$25,000 / mo
Potential annual savings$390,000
200 LOs · 500 closed loans / monthPrice details & sources
Terms. Blend’s Q1 2026 investor supplement reports $75 of core-software economic value per funded loan ($84 including partnerships). Core includes Mortgage and Blend Close. This is an aggregate company metric, not a standalone POS rate or customer quote. Use it only as a broader mortgage-software planning proxy and adjust for retained closing services.
Costs to check. Confirm which mortgage modules, closing services, integrations, and usage events are included.
Consider for. Banks, credit unions, and mortgage lenders evaluating a configurable lending platform.
Reviewed October 6, 2026Every platform can be modeled. Published plans, reported estimates, historical benchmarks, company metrics, and LoanBot assumptions are labeled separately. Platform cards use your calculator’s other product cost to compare a complete stack. Bundles are counted once; retained LOS licenses and borrower-readiness products are not automatically claimed as savings.
A COMPARISON YOU CAN FOLLOW
Clear numbers.
Visible sources.
Published by LoanBot. Open any card to see the source, billing unit, plan scope, and limits of its estimate. Research includes vendor pages, marketplaces, software directories, historical reports, and mortgage forums.
How is the $300,000 savings example calculated?
200 CRM seats × $100/month = $20,000. 500 closed loans × $60 POS cost = $30,000. Current combined spend is $50,000/month. LoanBot at 500 × $50 = $25,000/month. The difference is $25,000/month, or $300,000/year, before additional costs.
How do the vendor pricing presets work?
The opening example uses a company baseline, not a vendor quote. Selecting a platform loads its sourced rate or labeled planning input. Total Expert uses its $125/user AWS listing; Floify uses a legacy $79/LO benchmark; Surefire uses a historical $150/user report. Enterprise projections may differ from negotiated contracts. Editing a rate changes it to your entered cost.
What if no defensible vendor price is available?
BeSmartee and LiteSpeed use the original $60/closed-loan company baseline as an explicit LoanBot planning assumption. That is not their advertised rate or a researched vendor estimate. Their comparisons still calculate immediately, and you can enter a different dollar amount and billing unit. Low-confidence third-party figures for nCino and Usherpa are labeled and linked separately.
Can I compare an annual plan or a bundled subscription?
Yes. Divide an annual subscription by 12 and enter the monthly equivalent. Select “Total / month” for a negotiated or tiered bill. Enter bundled products once. Match billable events: applications and closed loans are different volumes.
What else belongs in the cost comparison?
Include paid support seats, minimum commitments, messaging, data and verification usage, integrations, implementation, migration, and overlapping contracts. The calculator supports added monthly costs and one-time switching costs. Productivity gains and extra revenue are not included in the savings estimate.
How current is the research?
Sources were reviewed on October 6, 2026; that is not a guarantee that a listed price is current. Historical dates, unconfirmed directory reports, and forum anecdotes are identified in the cards. Blend uses a Q1 2026 core-software metric that includes Close, not a standalone POS quote. General CRMs and borrower-readiness products have different scopes. Your contract or invoice is the best input.
Your next investment
could be in your growth.
Bring your current costs. Let’s build a LoanBot proposal around your team, your production, and your priorities.
Let’s compare your numbers LoanBot POS + CRM · $50 per closed loan in this comparisonAll third-party names and trademarks belong to their respective owners. Their inclusion does not imply affiliation or endorsement.