The AI Advantage for Loan Officers

Close More Loans. Build Your Team. Dominate Your Market.

Access AI-powered tools that top loan officers use to 12X productivity and income.

Packages

All packages include technology, training, and support. Select the level that matches your growth goals.

freemium

$0/m

FEATURES:

  • 5 Loan Prooduct Forms

    DSCR, Fix & Flip, Ground-Up, Bridge, Fix & Hold

  • Lead Command Center

    Pipeline View, Contact management, Activity tracking.

  • Personal Website

    Basic branded landing page

  • Community Access

    Partner forum and Resources

    Perfect for: Testing the waters before committing

No contracts - cancel anytime

No contracts - cancel anytime

silver PLAN

$1695 Setup Fees + $147/m

FEATURES:

Everything in Freemium, PLUS:

  • Smart Follow-Up System

    14-day sequences, email/SMS automation, nurture campaigns

  • Booking & Reminders

    Calendar scheduling, document alerts, appointment confirmations

  • Lead Capture Tools

    Landing pages, missed-call text-back, form automation

  • Done-For-You Content

    30+ posts/month, auto-posting to Facebook & Linkedln

  • Branded Presence

    Custom Website, digital business cards, professional email signature

  • Weekly Training & Support

    Live calls, Email support, Private community

    Perfect for: New Partners building their first pipeline

No contracts - cancel anytime

gold PLAN

$2,995

Setup Fees

+$297/month

FEATURES:

Everything in Silver, PLUS:

  • AI Voice Agents

    Inbound bot, outbound bot, Call recording & Transcription

  • Power Dialer

    Click-to-call, Parallel dialling, 2,000 SMS credits/month

  • Advanced Nurture

    Reactivation campaigns, long-term drip sequences

  • Team Tools

    5 seats, Performance dashboard, Lead distribution, Collaborative CRM

  • Conversation Tools

    A/B testing, tracking pixels, unlimited landing pages

  • Monthly 1-on-1 Coaching

    Strategy sessions with dedicated coach

    Perfect for: Producers closing 3-5+ deals/month

No contracts - cancel anytime

platinum PLAN

$4,997

Setup Fees

+ $497/month

FEATURES:

Everything in Gold, PLUS:

  • Paid Ads Management

    Meta ads setup, Optimisation, and ongoing support

  • Webinar Engine

    Automated funnels, 500-seat live events, replay sequences

  • AI Avatar Studio

    Custom video clone, Multi-language capability, Video at scale

  • Branded Mobile App

    iOs/Android App with push notifications, in-app messaging

  • Compliance Automation

    State disclosures, TCPA monitoring, audit trail logging

  • Dedicated Account Manager + Weekly Coaching

    White-glove support, Quarterly strategy sessions

    Perfect for: Team leaders building $5M+ operations

No contracts - cancel anytime

Why Loan Officers Choose AI Advantage

Lightning-Fast Response

Respond to every lead in under 60 seconds with AI chatbots. Never lose a deal to a faster competitor. 78% of borrowers choose the first responder.

24/7 Automation

Your AI assistant works while you sleep. Automated follow-ups, appointment booking, and lead nurturing run on autopilot. Focus on closing loans, not manual tasks.

Exponential Growth

Build a team and earn override commissions. The multi-level structure creates passive income while you help others succeed. Top producers earn $20K+ monthly.

TRY IT RISK FREE

30 Day Money Back Guarantee

Not satisfied? Get a full refund of your setup fee within 30 days. We're confident you'll see results, but if you don't, we'll refund you—no questions asked.

Still not sure?

Frequently Asked Questions

Do I need to be a licensed loan officer?

No! Unlicensed loan officers can work with business-purpose DSCR loans in 48 states. If you want to originate conventional loans, we can help you get licensed through our partner company.

How quickly can I earn commissions?

Most partners close their first loan within 30-60 days. You earn 50 basis points (0.50%) on every loan. On a $400,000 loan, that's $2,000. Plus you earn override commissions when you build a team.

What's the difference between packages?

Freemium gives you basics to start. Silver adds AI automation and marketing. Gold includes voice AI and team management. Platinum is for top producers with webinar systems and white-label apps. Most start with Freemium or Silver and upgrade as they grow.

Can I upgrade or downgrade later?

Yes! Upgrade anytime. Downgrade requires 30 days notice. Most partners upgrade within 90 days as they see results.

What support do I get?

All partners get training library and community forum. Silver adds email support. Gold adds monthly coaching. Platinum includes dedicated account manager and weekly coaching.

How does the multi-level structure work?

When you recruit partners, you earn override commissions on their loans. Structure goes 5 levels deep: Level 2 (10 bps), Level 3 (6 bps), Level 4 (5 bps), Level 5 (4 bps). This creates passive income as you build a team.

Is there a contract?

No long-term contracts for Freemium, Silver, or Gold—cancel anytime with 30 days notice. Platinum requires 12-month commitment due to custom development. All packages include 30-day money-back guarantee.

What types of loans can I originate?

All partners can originate DSCR Loans, Fix & Flip, Bridge Loans, Ground-Up Construction, and Fix & Hold. Licensed officers can also do conventional, FHA, VA, and reverse mortgages.

How do I get paid?

Commissions paid via ACH within 7 days of loan funding. You receive 1099 annually as independent contractor. We handle all calculation and reporting.

What if I need help?

Every package includes support. Silver and higher get email support. Gold includes monthly coaching. Platinum includes dedicated account management. Plus active community forum.

Copyrights 2026 | ScaleMax AI - EZPath Capital AI Advantage for Loan Officers | Terms & Conditions | Privacy Policy & Disclaimer