Free
$0
Create a professional PFS, explore the document, and print through the system dialog.
- Guest mode or private sign-in
- One active saved statement
- Flexible rows and categories
- System print and PDF destination
Start with the reusable borrower record
Build the PFS free. Add the package workflow.
Complete adds the application package, reconciliation checks, protected exports, and broker-team workspace around the free LendForma Personal Financial Statement.
LendForma Complete
$9/month or $79/year
Build the adjacent schedules and checks needed for a consistent lender-submission package.
- Everything in the free builder
- Application packages and readiness checks
- Broker workspace and expiring team invitations
- Advanced exports, protected PDF, and deeper history
| Capability | Free | Complete |
|---|---|---|
| Personal financial statement builder | Included | Included |
| Guest editing and system printing | Included | Included |
| Private account saving | 1 active statement | Up to 100 active statements |
| Advanced formatting and exports | — | Included |
| Submission-ready application packages | Preview | Included |
| Debt, real-estate, and ownership schedules | — | Included |
| Readiness checks and package exports | — | Included |
| Broker workspace and team invitations | — | Included |
| Conversational and document intake | — | Controlled rollout |
Complete is a recurring subscription managed through Stripe. Cancellation retains access through the paid period. Payment failures receive a grace period; data remains readable and is not deleted solely because a subscription ends.
No trial pressure
Build the statement first.
See whether LendForma fits the way you think before choosing the packet workflow.