Simple monthly pricing

Start free. Add AI as your team grows.

One connected workspace for borrower intake, CRM, LOS workflows, scenarios, and documents. No trial countdown and no limited cohort.

Free

The complete loan workspace for individual mortgage professionals getting organized.

$0per month

Start for free

Start with the essentials:

Unlimited borrower intake forms and loan files
Client CRM and visual loan pipeline
100 loan-specific AI chat requests each month
3 AI LOS automation runs each month
3 AI document intelligence runs each month
Scenario comparisons and lender-ready MISMO exports

Assist

Automate

Agentic workflows for teams ready to automate coordination from intake to lender-ready file.

$50per user / month

Choose Automate

Everything in Assist, plus:

AI loan coordinators and intelligent task routing
Automated borrower follow-ups and reminders
Condition assignment, tracking, and escalation
AI-assisted underwriting preparation
Smart lender-ready document packaging
Priority onboarding and workflow design

Built to grow with you

Your loan data stays connected on every plan.

Upgrade when your team needs more assistance or automation—without moving files, rebuilding workflows, or starting over.

Create a free workspace

Questions

Straightforward plans, clearly explained.

Is Free really free?

Yes. Free is a permanent $0 plan, not a time-limited trial, and no credit card is required.

How does per-user billing work?

Assist and Automate are billed monthly for each licensed user in your organization. You can manage your plan and seat quantity in the secure Stripe billing portal.

Can we change plans later?

Yes. You can move between Assist and Automate or cancel a paid plan from billing settings. Canceling returns the organization to Free after the paid period ends.

Does Cleotopos replace our current LOS?

Not necessarily. Cleotopos organizes borrower data, documents, scenarios, and file readiness, then prepares structured MISMO exports for clean handoff into your existing systems.