Pay for the size of your book, not for features.
Every plan includes every tool. Plans differ only by how many active mortgages and mortgagees you have. Prices are in Canadian dollars, plus HST.
Starter
For a few mortgages held in one name.
$29a month
or $299 a year, which saves $49
- Up to 3 active mortgages
- One mortgagee
- Every tool in the app
Standard
For lenders who hold through more than one corporation, or personally as well.
$59a month
or $599 a year, which saves $109
- Up to 10 active mortgages
- Several mortgagees
- Every tool in the app
Pro
For a larger book of mortgages.
$119a month
or $1,199 a year, which saves $229
- Up to 30 active mortgages
- Several mortgagees
- Every tool in the app
More than 30 active mortgages? Email hello@privatelenderdesk.ca.
In every plan
- Portfolio and needs-attention list
- Commitments and commitment letters
- Payment record and installment ledger
- Missed payment notices and payment reminders
- Renewal screening, renewal letters and non-renewal notices
- Rate check on every mortgage and renewal
- Ontario enforcement steps and demand letters
- Payout statements
- Documents and the key-documents checklist
- Backup and restore
The free trial
14 days with the limits of the Pro plan: up to 30 active mortgages and several mortgagees. No card to start it.
What counts toward a limit
Active mortgages only. Commitments that haven’t funded, discharged mortgages and the example mortgages don’t count. You can’t choose a plan smaller than what you already hold.
When the trial ends
If you haven’t chosen a plan, your records become read-only. Nothing is deleted, and choosing a plan opens them again.
Questions about plans.
Do I need a card for the free trial?
No. The trial lasts 14 days with the limits of the Pro plan, and you don’t enter a card to start it.
What happens when the trial ends?
Your records become read-only until you choose a plan. Nothing is deleted.
What counts toward a plan’s limit?
Active mortgages. Commitments that haven’t funded, discharged mortgages and the example mortgages don’t count.
Do the plans have different features?
No. Every plan includes every tool. The plans differ only in how many active mortgages and mortgagees they allow.
What currency are the prices in?
Canadian dollars, plus HST.
Start with the trial.
Pick a plan when you’re ready. Until then, everything is open to you.