Pricing

Pricing built around your mission.
Not a price sheet.

Every organization we work with is different — different size, different budget, different stage. We’d rather have a real conversation than hand you a number that doesn’t fit. Tell us about your organization and we’ll build something that works.

Who It’s For

Three conversations.
One platform.

For Business Owners

The borrower path

For individual business owners working through guided loan readiness — modules, AI coach, DSCR calculator, and a Certificate of Completion any lender can trust.

What’s included
  • ✓8 guided loan readiness modules
  • ✓AI coach & writing feedback
  • ✓Global DSCR calculator
  • ✓Auto-generated business plan
  • ✓Certificate of Completion
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Most Common
For BDOs & Incubators

The counselor platform

For business development organizations and incubators managing a counseling pipeline, cohorts, and referrals to capital — without the lending compliance burden.

What’s included
  • ✓Full business owner platform
  • ✓Org dashboard & client pipeline
  • ✓Cohort management
  • ✓Counseling documentation
  • ✓Lender referral tracking
  • ✓MWBE & demographics reporting
  • ✓Impact report exports
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For CDFIs, Credit Unions & Capital-Deploying BDOs

The full platform

For institutions that originate, underwrite, and manage loans — with compliance, collections, CDFI certification tracking, and NCUA exam preparation built in.

What’s included
  • ✓Everything in counselor platform
  • ✓Full LoanFile — 10 sections
  • ✓LO dashboard & My Desk
  • ✓DQ report matching & collections
  • ✓CDFI qualifier tracker — live
  • ✓NCUA exam package
  • ✓Annual reviews & adverse action
  • ✓Auto-generated credit presentation
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Transition Partner Program

Already locked into a contract?
We’ll meet you where you are.

If you’re using a tool that isn’t working — but you’re mid-contract — we don’t want that to be the reason you wait. Let’s talk about a transition arrangement that works for your budget and your timeline.

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Frequently asked questions
How does pricing work?▾
We don’t publish fixed prices because every organization is different. Pricing is based on your organization type, size, and how you plan to use the platform. We’d rather have a 20-minute conversation than send you a number that doesn’t fit. Every plan includes onboarding, training, and unlimited borrower access.
What is a “seat”?▾
A seat is one counselor, loan officer, or staff member login. Borrowers are never counted as seats — you can have unlimited borrowers on every plan.
We’re already locked into a contract with another tool. Can we still get started?▾
Yes. We know that switching platforms mid-contract is a real budget challenge. Our Transition Partner Program is designed exactly for this situation — reach out and we’ll work with your timeline and budget to get you started without doubling your pain.
What does Document Intelligence do?▾
Document Intelligence uses AI to scan uploaded financial documents (tax returns, P&Ls, bank statements) and automatically extract key financial data — revenue, expenses, NOI, and DSCR components. The extracted data flows directly into the LO credit file with a confidence score for verification. Raw documents are never stored permanently.
Is there a free trial?▾
We offer a live interactive demo at groundworkbiz.com/demo-full so you can explore the full platform — every view, every feature — before committing. Contact us to schedule a personalized walkthrough with your team.
What is white-labeling?▾
Institutional clients can have the platform branded with their organization’s name, logo, and colors — so borrowers see your brand, not Groundwork. Ask about white-label options during your pricing conversation.
Is Groundwork. NCUA Third-Party Ready?▾
Yes. Groundwork. is designed to meet NCUA third-party vendor due diligence requirements per guidance letters 07-CU-13 and 01-CU-20. We provide an operations agreement, security overview, privacy policy, and business continuity plan upon request. Visit our Security page for full details.

Ready to get started?

Schedule a 30-minute demo and see Groundwork. in action with your team. No commitment required.

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