Subscription Pricing
Pricing, features and EBA Services for each subscription level. For recommended subscriptions, based on your credit union or CUSO profile, please see the RECO chart below.
| Non-Subscribers | Basic | Classic | Premium | Strategic | |
| Price | $95/mo** | $195/mo | $375/mo | $750/mo | |
| Features | |||||
| EBGenius | Not Available | Available | Available | Available | Available |
| EBenchmark | EBenchmark Quarterly Guided Assessment available at $800/quarter |
EBenchmark Template Included. EBenchmark |
EBenchmark Template Included. EBenchmark |
EBenchmark Template Included. EBenchmark We’ll |
EBenchmark Template Included. EBenchmark We’ll download Guided |
| Webinars | $95 per webinar | Included | Included | Included | Included Also, a Dedicated Webinar to your subscriber staff on any topic you request |
| EBConsulting | Market Rate, Custom Quote Consulting |
Market Rate, Custom Quote Consulting |
35% Discount on Custom Quote Consulting | 35% Discount on Custom Quote Consulting | 35% Discount on Custom Quote Consulting |
| EBAllies | Promotion Code not included | Promotion Code included | Promotion Code included | Promotion Code included | Promotion Code included |
| Strategic Planning | Not Available | Not Available | Not Available | Not Available | Essential Mortgage Strategies for the 21st Century 2 days in our town (Seattle) or yours, where we’ll conduct a highly focused mortgage strategic planning session for you and your credit union or mortgage CUSO. Travel to Seattle & accommodations paid for one credit union or mortgage CUSO executive (RT coach fare, 30 day advance reservations.) |
**Annual subscription required for Basic Membership
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As you consider what subscription level to purchase, we offer this recommendation:
| Subscription Level | Mortgage Volume | Mortgage Staff (Exec to Line Staff) |
Designated User | Other Considerations |
| Basic | -0- to $1 mil/year | 1 – 2 | President VP Lending | You’re doing one or two mortgages a month |
| Basic (We also recommend one Benchmark Guided Assessment) | -0- to $2 mil/year | Up to 4 | President VP Lending IT | You’re considering beginning or expanding mortgage origination |
| Classic | $2.1 to $5 mil/year | Up to 8 | President CFO VP Lending IT Mortgage staff | You’re expanding your mortgage services, and considering loan sales |
| Classic | $5.1 to $100 mil/year | Up to 15 | President CFO VP Lending IT Mortgage Operations Manager Compliance Officer Mortgage staff | You’re improving your secondary marketing activities, including hedging, loan sales |
| Premium | $101 to $500 mil/year | Up to 30 | President CFO VP Lending IT Mortgage Operations Manager Compliance Officer Mortgage staff | You’re thinking of converting from your existing mortgage technology platform |
| Premium | Above $500 mil/year | Above 30 | President CFO VP Lending IT Mortgage Operations Manager Compliance Officer Mortgage staff | You’re a mortgage CUSO. You are an experienced mortgage lender, and support all types of mortgage needs for your members. You are considering changes, including tech and vendor upgrades |
| Strategic | Above $100 mil/year | Above 20 | President CFO CIO VP Lending | You are considering dramatic changes to your mortgage business, and want to understand the next stage of the mortgage industry, and are considering a large budget project. |