Pricing
Priced by how many notes you track, not by seats. Start free with one note, and move up when your portfolio does.
| Plan | Notes | Monthly | Yearly |
|---|---|---|---|
| FreeFor your first note. | 1 | Free | Free |
| StarterFor a handful of notes. | 5 | $14 | $140 |
| InvestorFor a growing portfolio. | 25 | $34 | $340 |
| ProFor large portfolios. | 150 | $89 | $890 |
- A yearly plan costs ten months' price for twelve months.
- Only active notes count toward your plan. Archive a note that is paid off or sold and it stops counting.
- Change plans or cancel any time from your account. A cancelled plan keeps working until the end of the period you paid for, and your notes are never deleted.
- Sales tax is added where it applies.
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Every plan includes
Every feature, on every plan, the Free plan included.
- Payments and balances
Payment application · Balance and status today · Payment schedules · Rate and payment changes · Late fees · Payoff quotes
- Your borrower
Reminders and receipts · Statements · Payment coupon books · Read-only borrower view · Contact log
- Escrow, insurance and property taxes
Escrow · Insurance and property-tax watch
- Year end and taxes
Year-end interest totals · Mortgage interest statements · Packet for your accountant · Texas annual accounting statement
- Payoff letters, documents and selling the note
Payoff letters · Payment-history letter · Note-sale package · Documents
- Wraps, portfolios and your data
Wraparound notes · Team access · Spreadsheet import · CSV export · Runs in a browser
See every feature, with what each one does
Support
Paid plans include email support — see Support for how to reach us and what to expect. The Free plan does not include support.
OwnerNote is a tracking tool. It never touches your borrower's money, and it is not a loan servicer.