How to use the estimate
- Insights: enter completed underwritings per month. Select the tiers in your portfolio and enter at least 50 for each selected tier. Unselected tiers contribute no usage; their quantity field is disabled.
- Signal: enter the average number of distinct active borrowers/businesses in each full month. Count each once in the workspace, regardless of the number of checks, lending facilities, connected bank accounts, or integrations. Assign each to its agreed tier without duplicating it across tiers.
- Minimum monthly commitment: starts at CAD 1,000.00, paid annually as 12 times the agreed amount at signing and each renewal.
- Agreed discount: enter a discount only if it applies to your agreement. It applies equally to published product rates, without reducing the monthly minimum.
- Negotiated rates: select Use my agreed unit rates to enter final CAD rates for each product and tier. These replace published rates, and the percentage discount is not applied again. Custom quotes keep the tier assigned by AMLOK.