Pricing

Institutional access for high-volume desks.

Deploy the full underwriting engine across your entire operation. Select a tier based on monthly submission capacity.

Compare Plans
Monthly
AnnualSave 20%

Founder

$797/month

First 20 ISOs only. Locked-in rate forever — never increases regardless of future pricing.

Claim Founding Spot →
20 SPOTS REMAINING
  • 300 AI analyses / mo
  • Unlimited team seats
  • Priority onboarding & setup
  • Direct Slack channel with founding team
  • Influence the product roadmap
  • Rate locked for life — never increases

Professional

$1,197/month

For established ISOs running 20+ deals per month. Built for volume, designed for serious operations.

Get Started →
Includes:
  • 600 AI analyses / mo
  • Unlimited team seats
  • Standard onboarding

Enterprise

Custom Pricing

For multi-office ISOs with high volume needs. Let's build the right plan for your team.

Everything in Professional, plus:
  • High-volume AI analyses (custom allotment)
  • Unlimited team seats
  • Dedicated account manager
  • Custom API integrations
  • SSO & advanced security
  • Priority support

All plans include a 30-day money-back guarantee. Not the right fit? Full refund, no questions asked.

All plans include
AI lender matching & scoring engine
Unlimited merchants & deals
Secure Document Portals for each deal
Deal pipeline (Kanban + Table)
Offer comparison & scoring
Lender Registry management
Renewal forecasting & alerts
Smart Underwriting & Deal insights
Full audit log & compliance export
CSV import & export
Notes & internal comments
Activity logs & timeline
Contact & owner management
Email & communication tracking
Task management & follow-ups
Custom fields & tags
Role-based permissions
Your team spends 22+ hours a week on manual underwriting. YieldStream gives that time back.Sign Up →
ROI Calculator

See what YieldStream saves your brokerage.

70 hrs
Hours saved / month
+6 deals
Additional funded deals
$67,500
Additional monthly commission
FAQ

Common questions

Is there a money-back guarantee?

Yes. Both Founder and Professional plans include a 30-day money-back guarantee. If it's not the right fit, contact support@yieldstream.ai within 30 days of your first payment for a full refund.

What happens when the 20 founder spots are filled?

The Founder tier closes permanently. New customers start at the Professional tier ($1,197/mo). Founding members keep their rate forever.

Are there per-deal or per-merchant fees?

No. Every plan includes unlimited merchants and deals. The flat monthly rate is the only cost.

How many team members can I add?

All plans include unlimited team seats.

Can I cancel anytime?

Yes. Monthly plans have no commitment. Annual plans are billed upfront and are non-refundable but you keep access through the end of the billing period.

What's the onboarding process?

Founder members get priority 1-on-1 onboarding. Professional customers use the guided onboarding wizard — upload lenders, invite team, and run your first AI-scored deal in under 30 minutes.