Your first client file is free on every workspace
Priced per seat, metered per client file.
Every file runs real underwriting against 37,720 lender products across all three paths of lending. A file is one client: one intake, one extraction, and every document that comes off it, regenerated as often as you like.
Annual billing: 2 months free
Deal Check
The on-ramp
$99per month
50 deal checks a month
- 50 deal checks a month, six fields, no documents
- Which paths are plausible and how many lenders fit
- What to collect, and the one thing most likely to kill it
- Counts and ranges only: no lender names, criteria, or contacts
Solo
One broker
$299per month
30 client files a month
- 30 client files a month, unlimited documents off each
- All deliverables on your own letterhead
- Full lender database with contacts on submission
- Unlimited revisions and regeneration inside a file
- Overage $20 per extra file, billed automatically
Desk
Most popularSmall brokerage
$279per seat, billed monthly
Seats
2
$558 per month
60 client files a month, pooled across 2 seats (minimum 2)
- Everything in Solo, per seat
- 30 files per seat, pooled across the team
- Shared workspace, every action stamped with the agent
- Per-agent branding: letters signed by a named person
- Overage $20 per file
Firm
Established brokerage
$229per seat, billed monthly
Seats
6
$1,374 per month
240 client files a month, pooled across 6 seats (minimum 6)
- Everything in Desk
- 40 files per seat, pooled
- Firm-level reporting: files per agent, paths, outcomes
- Priority support and a named account contact
- Overage $15 per file
White-label
Your product, our engine
$2,500per month, from
Annual commitment
- Own domain, own product name, no Capital Atlas branding
- Unlimited seats within the licensed organisation
- Negotiated file volume
- API access
- Tenant isolation
- No firm ever sees another's deals, clients, uploads, or documents.
- Lender data stays internal
- Contacts and relationship notes never reach your end clients.
- Cancel anytime
- Deliverables you've generated remain yours to download. Lender data is licensed for underwriting your own client files; extraction, resale, or building derivative databases from it is prohibited.