Built for lending teams
Hire loan officers and account managers off one assessment set — including candidates new to the industry.
DISC, Big Five, EQ, and Conflict Styles, flat-priced per team rather than per candidate. Built for a role where a résumé often can't show relationship-building tendency or how someone handles a declined application.
In Brief
Lending teams hire loan officers, account managers, and new-to-industry candidates off one JobCannon account, using DISC, Big Five, EQ, and Conflict Styles. The combination is built for a role where a résumé often can't show what matters most — relationship-building tendency, work style under pressure, and how a candidate handles a declined application or a rate dispute with a borrower.
Pricing is flat per team rather than per candidate — most lending teams land on $79/mo Team or $199/mo Scale, with Scale adding API access and a branded PDF report. The assessment is a screening aid alongside the interview and any licensing or background requirements the role already carries; it doesn't touch credit, licensing, or background checks and isn't a substitute for them.
How lending teams run it
Built around relationship-driven roles, not résumé history.
What lending teams send
One set, run for every candidate.
Compared to other screening tools
For a lending team hiring loan officers and account managers
What lending teams get
Lending team pricing
Most lending teams land on $79/mo Team; teams needing API access and a branded report move to $199/mo Scale.
Free
For micro-teams trying the platform
- ▸10 candidate invites/month (resets the 1st of each month)
- ▸All 147+ assessments
- ▸Premium result for every candidate you invite
- ▸Every candidate profile fully open — nothing blurred
- ▸Share link via email or Slack
- ▸Free trial of the coordinator dashboard
Starter
For solo coaches and small HR
- ▸30 candidates/mo included; extra candidates are $2 each
- ▸All 147+ assessments
- ▸Premium report (archetype + blind spots + work-style brief)
- ▸Coach notes per candidate
- ▸PDF export (client-ready)
- ▸Session prep recommendations
- ▸Candidate progress tracking
Team
For startups, teams and HR
- ▸80 candidates/mo included; extra candidates are $2 each
- ▸Everything in Starter
- ▸Team DNA dashboard
- ▸Compatibility matrix
- ▸Conflict-pattern detection
- ▸Compare 2-3 team members
- ▸Manager prep briefings
- ▸Shared admin access (2 seats)
Scale
For agencies, L&D and scale-ups
- ▸200 candidates/mo included; extra candidates are $2 each
- ▸Everything in Team
- ▸Integrity + social-desirability scales (fake-good detection)
- ▸White-label PDFs (your logo)
- ▸Full assessment API (start, score, retrieve results)
- ▸Custom assessment builder (beta)
- ▸Admin seats not billed per seat
- ▸Priority email support
Growth
For high-volume screening without a contract
- ▸1,000 candidates/mo included; extra candidates are $2 each
- ▸Everything in Scale
- ▸Invoice / PO billing, not just card
- ▸Named support contact with a response-time target
- ▸Annual billing option
Enterprise
For 200+ person companies
- ▸Candidate volume set in your contract, all assessments
- ▸Everything in Scale
- ▸SLA (99.9% uptime)
- ▸Dedicated Customer Success
- ▸Custom integrations built against your tenant (Greenhouse and Ashby ship today)
- ▸Annual billing, invoice payments
Self-serve checkout via Stripe — major cards, Apple Pay, Google Pay, Link. Cancel anytime; 14-day money-back on every paid plan. Enterprise via the contact form below.
Talk to us about your team
Tell us your team size and how many loan officers or account managers you hire a quarter. We respond with a pilot plan within two business days.
That's exactly the gap DISC, Big Five, and EQ close — where a résumé shows no lending history, the assessment shows work style, relationship-building tendency, and how someone handles a borrower conversation under pressure. Conflict Styles adds a read on how a new hire handles a declined application or a rate dispute, which a résumé never shows. None of this replaces the interview; it gives the interviewer something concrete to probe on.
One plan covers the team, not a per-candidate fee that scales with every loan officer and account manager you screen. Once a team hires more than a handful of people a quarter, flat per-team pricing is materially cheaper than a per-assessment vendor. Most lending teams land on $79/mo Team or $199/mo Scale depending on team size and whether results need to flow into your own systems.
Same two disciplines as any regulated-adjacent hiring: never reject solely on the score, and run the same instrument at the same stage for every candidate in a role. Treat the result as a screening aid alongside the interview and any licensing/background requirements your role already carries — the assessment doesn't touch credit, licensing, or background checks, and isn't a substitute for them. Our instruments are self-report, not clinical.
TestGorilla is priced per seat plus per-assessment-type add-ons and leans toward skills testing — coding, typing — which isn't what a loan-officer or account-manager screen calls for. Criteria Corp is a flat monthly subscription geared toward mid-market. JobCannon is priced specifically for the personality, EQ, and conflict-style screens that map to relationship-driven lending roles.
$199/mo Scale adds your team's logo to the PDF report. Hiring-manager sign-in is Google on every tier — no SAML or Okta today.