Pricing

Simple pricing that
scales with you.

No per-deal fees. No merchant limits. No hidden costs. Just a flat monthly rate for your entire team.

Monthly
Annual Save 20%
Founding Member — 20 Spots
Founder
First 20 ISOs only. Locked-in rate forever — never increases regardless of future pricing.
$797/month
$997/mo regular
✓Rate locked for life — never increases
✓100 AI analyses / mo
✓Unlimited team seats
✓Priority onboarding & setup
✓Direct Slack channel with founding team
✓Influence the product roadmap
Claim Founding Spot →
Rate locked forever. Card required to reserve your spot.
Most Popular
Professional
For established ISOs running 20+ deals per month. Built for volume, designed for serious operations.
$1197/month
✓200 AI analyses / mo
✓Unlimited team seats
✓Standard onboarding
Start Free Trial →
14-day free trial · No credit card required to start
Coming Soon
Enterprise
For multi-office ISOs with 20+ reps needing custom integrations, dedicated support, and SLA guarantees.
Custom
✓Unlimited AI analyses
✓Unlimited team seats
✓Dedicated account manager
✓Custom API integrations
✓SSO & advanced security
✓SLA guarantee
✓On-site onboarding available
✓Custom lender network setup
Everything in Professional, plus the above.
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
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 free trial?

Professional includes a 14-day free trial with no credit card required. Founder is a direct signup — your rate locks from day one.

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.