Loan Manager

Originate, track, collect.
One platform.

Loan applications, borrower management, payment tracking, collections, and cash flow reporting. Plus a borrower self-service portal. Built into your CRM.

Applications
Origination
Payments
Tracking
Collections
Workflow
Borrower Portal
Self-Service
Replaces LoanPro ($500+/mo) + Mortgage Automator ($200+/mo) + custom spreadsheets Save $500+/mo
Features

Everything you need. Nothing you don't.

L

Loan Origination

Receive and process loan applications. Define loan types, terms, and products. Track application status through approval.

B

Borrower Management

Complete borrower profiles linked to CRM contacts. Identity verification, income validation, and credit checks.

$

Payment Tracking

Record and track loan payments. Automatic balance calculation, payment schedules, and late payment flags.

C

Collections Management

Identify overdue loans. Automated collection workflows, status tracking, and collection agency assignment.

F

Cash Flow Reporting

Track cash flow by category. Monitor inflows, outflows, and projections. Financial health at a glance.

P

Borrower Self-Service Portal

Borrowers view their loans, make payments, submit applications, and track status — from their own portal.

How it works

Up and running in minutes.

01

Configure loan products

Set up loan types, terms, interest rates, and application requirements.

02

Process applications

Borrowers apply online or in-person. Verify identity, check income, approve.

03

Track & collect

Payments tracked automatically. Collections workflow handles overdue accounts.

How we compare

Stop overpaying for less.

OpenAva LoanProMortgage AutomatorLendingPad
Monthly price $20/mo $500+/mo$200+/mo$100+/mo
Loan origination
Borrower portal
Payment tracking Limited
Collections Limited
Cash flow reports Limited
Identity verification
CRM included
Custom loan types LimitedLimited
Pricing

Transparent. No surprises.

Flat monthly fee for Agency OS, unlimited users on paid plans, and transparent usage-based add-ons for websites, social, voice, storage, and API usage.

Free
$0 /mo
 

Explore Agency OS for client sites, approvals, and social. No credit card.

  • Up to 3 users
  • 500 client records
  • Platform AI (25K tokens)
  • Agency modules accessible
  • BYOK AI keys
Start Free * See pay-as-you-go add-ons and caps
Enterprise
$150 /mo
or $1,500/year (save 17%)

For agencies scaling client operations, usage volume, and governance.

  • Everything in Plus
  • 500,000 client records
  • AI Assistant (advanced)
  • Audit export & compliance
  • Priority agency support
  • Unlimited phone numbers
Start with Enterprise * See pay-as-you-go add-ons and caps

Founder's Rate — 40% off, locked forever

Our first 10 clients get Plus at $12/mo or Enterprise at $90/mo — locked for life.

Limited to 10 spots
40%
Pay-as-you-go transparency

Know exactly what grows as your agency grows.

Core plans stay flat and unlimited users stay included on paid plans. Website hosting, social publishing, storage, voice, API usage, and other usage-based services are priced in public before you connect anything.

Social posts 10-400 included

Plan and publish client content when campaigns are active, then pay only for additional posts.

Social accounts $4/mo per connection

Connect pages and profiles across Facebook, Instagram, LinkedIn, X, Pinterest, and Bluesky.

Managed websites $1-$2/site/mo

Run affordable client websites, staging sites, and Cloudflare-stack deployments.

Service Free Plus Enterprise Notes
Platform AI 25K tokens included 100K tokens included, 2x markup overage 500K tokens included, 2x markup overage Hard caps protect spend; paid plans cap usage at 2x-3x monthly limits.
Social Media Posts 10 included, $0.40/post overage 40 included, $0.30/post overage 400 included, $0.25/post overage Plan and auto-post to Facebook, Instagram, LinkedIn personal, LinkedIn pages, X, Pinterest, and Bluesky.
Social Accounts BYOK only, free Premium one-click connect Premium one-click connect $4/mo per social network page or profile connection. Bundles up to 50% off are available through [email protected].
Client Portals Included for trials Included for active clients Included with priority setup Give clients a branded place to review websites, approve social posts, and request safe content edits.
Phone Numbers $1/number/mo, max 2 $1/number/mo, max 10 $1/number/mo, unlimited Monthly flat rate per provisioned number.
Premium Email Campaigns Not available $2/1,000 emails, 10K/day and 10K/mo $1.50/1,000 emails, 20K/day and 20K/mo Managed infrastructure email for campaigns that need deliverability support.
Managed Websites Not available $2/website/mo, 5 included $1/website/mo, unlimited Client websites, staging sites, and deployments hosted on the Cloudflare stack.
Lead Enrichment (Apify) 20/day 50/day 100/day Per-unit enrichment with hard daily caps.
Records 500 hard cap 25K included, $2/1,000 overage 500K included, $1/1,000 overage Monthly record allowance.
API Operations 10K hard cap 250K included, $1/10K overage 1M included, $0.50/10K overage Monthly API operation allowance.
Storage 100 MB 2 GB 20 GB File attachments and documents.
Voice calls

Minute rates stay visible, with caps by plan.

Rates are based on Twilio's approximate $0.01/min base cost and may vary by carrier, region, and routing.

Usage Free Plus Enterprise
Inbound calls ~$0.022/min ~$0.018/min ~$0.015/min
Outbound calls ~$0.031/min ~$0.025/min ~$0.021/min
Monthly spending cap $10 fixed $50 adjustable $200 adjustable

Want bundled social connection or agency website pricing? Contact [email protected] for volume discounts up to 50%.

FAQ

Frequently asked questions.

What types of loans does OpenAva support?

OpenAva supports any loan type you can define — personal loans, business loans, mortgages, auto loans, microloans, and more. You create custom loan products with your own terms, interest rates, and application requirements. There are no restrictions on loan type.

How does the borrower self-service portal work?

Borrowers get their own portal where they can view active loans, check balances, make payments, submit new applications, and track application status. You control what borrowers can see and do. The portal is branded to your business and requires no technical setup.

Does OpenAva integrate with identity verification services?

Yes. OpenAva includes identity verification built into the borrower onboarding flow. Verify borrower identity, validate income, and run credit checks — all from within the platform. No need for a separate KYC tool.

How much does OpenAva Loan Manager cost?

Loan management is included in the OpenAva Plus plan at $20/mo — alongside CRM, invoicing, marketing automation, and more. There is no separate charge for lending features. You get origination, payments, collections, and the borrower portal all in one platform.

Can OpenAva handle both mortgage and personal loans?

Yes. You define your own loan products with custom terms, rates, and requirements. Whether you originate mortgages, personal loans, business lines of credit, or any other loan type, OpenAva adapts to your workflow. Each loan type can have its own application flow and approval process.

Built for agencies. Priced for lean teams.

Launch client work.
Keep the margin.

Websites, staging, Cloudflare deploys, social publishing, client approvals, and BYOK AI. $20/month flat with unlimited users on paid plans.