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A variety of plans to fit every Loan Officer's needs. You can upgrade, downgrade, or cancel.*

Our slogan reads 'One Road. Many Savings,' and it usually applied to our borrowers, but we are now taking the meaning to our Loan Officers as well. You work hard so you deserve it. Loan Officers constantly battle thinking they are paying too much to their Mortgage Broker and we believe the relationship between the Loan Officer and Mortgage Broker should be a pleasant and fair one. Therefore, a flat monthly fee program has been created just for you!

The flat monthly fee makes your costs predictable and the savings substantial. You are not charged on a per loan basis. You pay a flat monthly fee allowing you to close a maximum number of loans per month. Our flat fee structure means that you have predictable and manageable costs and the money you earn for each loan is the money you keep!!

Just to serve the needs of all, we do offer our Loan Officers a per loan fee of $495 should they not want to subscribe to one of the below plans. However, real savings are made by subscribing.

Pay as you go, no long-term contracts, no sign-up fee, no termination fee, cancel at any time.

Don't know where to start? Pick any plan - you can upgrade/downgrade at any time. You can't make the wrong choice.

Basic: $295

The Basic Plan allows you to close your first three (3) loans for $295 per month. In comparison to paying $495 per loan, the following is a break down of your savings depending on the number of loans you close for the month. 1 Loan = $200 2 Loans = $695 3 Loans = $1,190 If you average one (1) loan per month … this is simply a no-brainer. You also have the option of paying $3,225 for one year and save $315 ... that is getting 1 month free. This reduces your monthly cost to $269... which gives you even greater savings!

Plus: $695

The Plus Plan allows you to close your first six (6) loans for $695 per month. In comparison to paying $495 per loan, the following is a break down of your savings depending on the number of loans you close for the month. 1 Loan = ($100) 2 Loans = $395 3 Loans = $890 4 Loans = $1,385 5 Loans = $1,880 6 Loans = $2,375 If you average two (2) loans per month … should we say more? By the way, this is our most popular plan. You also have the option of paying $6,950 for one year and save $1,390 ... that is getting 2 months free. This reduces your monthly cost to $579!

Premium: $995

The Premium Plan allows you to close your first ten (10) loans for $995 per month. In comparison to paying $495 per loan, the following is a break down of your savings depending on the number of loans you close for the month. 1 Loan = ($500) 2 Loans = ($5) 3 Loans = $490 4 Loans = $985 5 Loans = $1,480 6 Loans = $1,975 7 Loans = $2,470 8 Loans = $2,965 9 Loans = $3,460 10 Loans = $3,955 If you average three (3) loans per month and don't choose this plan ... you need to get your accountant on the phone so we can tell them what kind of client they have. You also have the option of paying $8,955 for one year and save $2,985 ... that is getting 3 months free. This reduces your monthly cost to $746!

Frequently Asked Questions

How do I get set up? Please contact Max Baba at 713-213-5383 or 713-554-9100 ext. 209 via phone or email at max@savingsroad.com. How do I pay on a monthly basis? Your credit / debit card will automatically be charged on a recurring monthly basis. Your credit / debit card information is NOT held in our office. Your information is stored and saved on the credit card processing company's encrypted secure server. What if I want to cancel my subscription? No problem. You simply MUST notify us at least three (3) business days before your next billing date. What if I pay for one year in advance and decide to cancel? You will be refunded a pro-rated amount at the normal monthly fee. The refund will be made no later than fifteen (15) business days after notice of cancellation. For example, if you choose the Plus Plan and pay $6,950 up front and then decide to cancel after four (4) months have passed, you will receive $4,170 in return. Formula is $6,950 - $2,780 [4 months x $695] = $4,170. The $4,170 will be refunded within fifteen (15) business days of cancellation. How do I upgrade my account? Upgrade requires 30 days notice before your monthly billing cycle. Please contact Max Baba at 713-554-9100 ext. 209 or email at max@savingsroad.com to upgrade. Are there other costs involved? Yes. PLEASE READ CAREFULLY so you understand how YOU BENEFIT. There is a $59 per closed loan fee for administrative purposes (i.e., prompt payout, document scanning services, retaining best administrative staff, constantly improving your sub-admin modules, etc.). This applies to all subscription plans and even the $495 per loan plan. HOW YOU BENEFIT. We could have easily added the $59 per loan into the monthly subscription plan but decided not to. For example, the Basic Plan could have easily been $472 per month, but we decided to charge the $59 on a Closed Loan versus you having to pay the fee and possibly not close the maximum loan amount per subscription. What if I close more loans than my subscription allows? You will be charged $495 per loan above the subscription allowance. For example, if you choose the Basic plan and close 4 loans in a particular month. You will have paid the $295 for the first 3 loans, and the fourth loan will be $495. Remember, the $59 per closed loan applies to all 4 loans. I close 15 + loans per month. Do you offer any plan above the Premium Subscription? Yes, please contact Max Baba at 713-554-9100 ext. 209 or email at max@savingsroad.com to learn more.