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Hire who actually follows process

Personality tests for lending — built for the hires you can't afford to get wrong

DISC, Big Five Conscientiousness, Conflict Styles, EQ. Same constructs as Predictive Index and Caliper, without the $250-per-candidate price. Free for everyone — paid only if you need the org dashboard.

Reply within 1 business dayNo per-seat pitchesFree pilot in 48 hours

In Brief

JobCannon provides 57 validated assessments for lending teams hiring loan officers, account managers, underwriters, servicers, and new-to-industry candidates. The lending-relevant battery: DISC for behavioural fit (origination vs underwriting), Big Five for Conscientiousness signal (compliance roles), Conflict Styles for borrower-escalation handling, EQ for customer-facing roles, Values for culture alignment. Pricing is flat per organisation: free Starter with 5 invites to try the dashboard; Team at $79/mo for 100 magic-link invites per month and the org dashboard; Business at $199/mo adds white-label PDFs and a read-only API for Encompass, Calyx, LendingPad, or any ATS. Compared to Predictive Index ($5K-$15K/yr platform), Caliper Profile ($250-$400 per candidate), or Hogan ($150-$300 per candidate), JobCannon is structurally cheaper because we monetise the consumer tier, not the employer. Typical use: 15-minute battery (DISC + Big Five C + Conflict Styles) sent before the second interview.

Plans for lending teams

Starter (free, 5 invites) for the first few hires. Team ($79/mo, 100 invites) for a typical branch or origination team. Business ($199/mo) when you need ATS API + white-label reports.

Free

Always free for micro-teams

$0
  • 5 tests/month (resets the 1st of each month)
  • All 50+ assessments
  • Basic individual reports
  • Share link via email or Slack
  • Free trial of the coordinator dashboard
Start free

Starter

For solo coaches and small HR

$29/mo
or $290/yr (save 17%)
  • 30 tests/month
  • All 50+ assessments
  • Detailed individual reports
  • Coach notes per candidate
  • PDF export (client-ready)
  • Session prep recommendations
  • Candidate progress tracking
Get Starter access
Most Popular

Team

For startups, teams and HR

$79/mo
or $790/yr (save 17%)
  • 100 tests/month
  • Everything in Starter
  • Team DNA dashboard
  • Compatibility matrix
  • Conflict-pattern detection
  • Compare 2-3 team members
  • Manager prep briefings
  • Shared admin access (2 seats)
Get Team access

Scale

For agencies, L&D and scale-ups

$199/mo
or $1990/yr (save 17%)
  • 500 tests/month
  • Everything in Team
  • Premium report (archetype + blind spots + work-style brief)
  • Integrity + social-desirability scales (fake-good detection)
  • White-label PDFs (your logo)
  • API access (read-only results)
  • Bulk CSV import / export
  • Custom assessment builder (beta)
  • Unlimited admin seats
  • Priority email support
Get Scale access

Enterprise

For 200+ person companies

From $5k/yr
  • Unlimited tests
  • Everything in Scale
  • SSO (SAML, Google Workspace)
  • SLA (99.9% uptime)
  • Data residency options (EU/US)
  • Dedicated Customer Success
  • Custom integrations (Workday, Greenhouse, Slack)
  • Annual billing, invoice payments
Talk to us

Self-serve checkout via Stripe — major cards, Apple Pay, Google Pay, Link. Cancel anytime; 14-day money-back on Starter, Team, and Scale. Enterprise via the contact form below.

How lending teams use JobCannon

Drop the battery into your existing hiring workflow — between phone screen and second interview.

Loan Officer Screening
DISC + Big Five C + Conflict Styles before the second interview. Filters out high-D candidates miscast in compliance roles and high-C candidates who will hate cold outreach. Saves 60-90 days of bad-hire training cost.
New-to-Lending Hires
No track record to read on a resume? Personality battery surfaces conscientiousness, stress tolerance, and behavioural fit. Especially valuable for credit unions and community banks growing from referral networks.
Underwriter & Servicer Fit
High-S high-C profiles thrive in underwriting and servicing. Hiring against this profile is the single largest predictor of first-year retention for back-office roles. 5-minute DISC catches it before training spend.
Branch Manager Promotion
Considering an LO for branch manager? Big Five + EQ + FIRO-B clarifies whether the operator profile matches a leadership profile. Reduces the "great producer, weak manager" pattern.
Borrower-Escalation Readiness
Servicing teams that handle collections, modifications, and escalations need Conflict Styles + EQ data. Hire avoiders into a collections role and pipeline cycle time doubles.
Compliance & Audit Roles
High Conscientiousness + low Openness profiles are the structural fit for compliance, internal audit, and quality control. Personality testing surfaces this in 5 minutes.

Recommended tests by lending use case

Click any test to try it yourself before sending it to candidates.

Loan Officer Battery
15 min — pre-second-interview
Underwriter / Servicer
Conscientiousness focus
Customer-Facing
EQ + borrower handling
Manager Promotion
Operator → leader
Career Mobility
Internal moves

What lenders typically pay for the same battery

For a mid-sized lender hiring 50 candidates per year

$12.5K-$20K
Caliper Profile
$250-$400 per candidate × 50
$7.5K-$15K
Hogan Assessments
$150-$300 per candidate
$5K-$15K
Predictive Index
Annual platform + per-assessment
$29-199/mo
JobCannon
Flat per-org · free Starter

What lending teams get

All 57 assessments — free for individuals, paid plans for org workflow
Magic-link invites — no candidate account creation friction
5-minute DISC, 7-minute Big Five — designed to fit between phone screen and interview
Org dashboard with completion status and per-candidate results
CSV export of all candidate results for HRIS / personnel-file storage
Read-only API on Business plan — pulls into Encompass, Calyx, LendingPad, ATS
GDPR compliant, SOC 2 in progress, EU/US data residency available on Enterprise
No facilitator certification required — straight-talk reports your hiring managers can read

Need ATS integration or branded reports?

Tests work instantly — no form needed. For Encompass/Calyx/LendingPad pulls, white-label PDFs, or a custom validation study for a specific role:

We reply within 24 hours. No spam, no per-seat pitches.

FAQ

Are these tests legal to use in lending hiring?

Yes — when used correctly. Big Five and DISC are workplace-relevant personality measures, not protected-class proxies, and US case law (Griggs v. Duke Power, Albemarle v. Moody) is clear that personality tests are usable in hiring as long as they are job-relevant, applied consistently, and one factor among several. We are not a sole-criterion screening tool: use results alongside interviews, work samples, and reference checks. Document your reasoning. If you need formal validation evidence for a specific role, contact us — we can help build a job-analysis backed selection report.

Why DISC specifically for lending?

Lending roles split cleanly along the DISC axes: a high-D high-I profile typically thrives in business development and origination; high-S high-C profiles dominate in underwriting, servicing, and compliance. Hiring a high-D into a compliance role or a high-C into an aggressive origination role is the single most predictable reason for first-year turnover in this industry. Five minutes of DISC at the interview stage flags this before you spend three months training someone who will quit.

Can we screen candidates with no lending experience?

That is exactly the use case we hear most from federal credit unions, small banks, and non-bank lenders. New-to-industry candidates do not have a track record to read — personality assessment gives you a signal on conscientiousness (Big Five C), stress tolerance (Big Five N inverted), and behavioural style (DISC) that resume screening cannot. Combine DISC + Big Five Conscientiousness + Conflict Styles for a 15-minute battery that surfaces the candidates worth interviewing.

Do you integrate with our LOS or ATS?

Read-only API is included on the $199/mo Business plan — pull candidate results into Encompass, Calyx, LendingPad, or any ATS that accepts a webhook or polls JSON. We do not write back to your LOS (intentionally — keeps the audit trail clean). For Workable, Greenhouse, and Lever, results land as a candidate attachment via standard ATS webhooks.

Is candidate data secure and compliant?

GDPR compliant, SOC 2 in progress, infrastructure on Supabase (AWS us-east). Candidates can take tests anonymously; results are tied to an org only when they accept your magic-link invite. We do not sell or share individual data with third parties. For state lending regulators (CA DFPI, NY DFS, TX OCCC) the test results are not part of the regulated underwriting record — they sit in your HR system, not your loan file.

How does this compare to Predictive Index or Caliper?

Predictive Index runs roughly $5K-$15K/yr platform license plus per-assessment costs and requires consultant certification. Caliper Profile lists $250-$400 per candidate. Our equivalents (DISC + Big Five + Conflict Styles) use the same underlying constructs — the cost difference is structural: we monetise individuals at the consumer tier, not employers. The trade-off: we do not provide consultant-led debriefs or custom validation studies. For most lending shops under 200 hires/year, the free assessments plus the $79/mo Team plan covers the actual workflow.