Let's redefine lending, together.

AI-driven mortgage automation and compliance

Verification, disclosures and compliance in one connected workflow — from application to close.

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Built for sensitive lending workflows with secure access, encrypted document handling, and compliance-ready architecture.

End-to-End Encryption | Multi-Factor Authentication | Secure Document Handling | Compliance-Ready Architecture

CliQloan mortgage workflow platform dashboard

Why we built CliQloan

Our story

CliQloan was built to simplify lending for the digital age, where every document is verified, every process compliant, and every decision just a click away. Born from real lending experience, we use AI to turn complexity into clarity. We move borrowers from application to approval with confidence.

Where we are going

A lending world where every transaction is transparent, intelligent, and effortless.

Beyond mortgage

CliQloan is evolving into the operating system for modern lending, expanding beyond mortgages into consumer business, and embedded finance. We're building trusted infrastructure where every decision is verified, every document is secure, and every loan just a click away.

Our vision for lending

CliQloan redefines the mortgage journey with automation, compliance, and transparency. We envision a lending world where every transaction is transparent, intelligent, and effortless.

Vision and Mission

What we do for lenders

We empower lenders with secure, AI-driven automation that accelerates time-to-close, while ensuring every document, disclosure, and verification is accurate, compliant, and auditable.

Mortgage workflow automation modules

CliQloan Verification Engine income and employment verification

Verification Engine

Automated VOE, VOI and VOD with AI extraction from paystubs, W-2s, tax returns and bank statements.

Explore Verification Engine
CliQloan Disclosure Hub TRID disclosure tracking

Disclosure Hub

Generate, deliver and track TRID, RESPA and ECOA disclosures with a complete digital evidence log.

Explore Disclosure Hub
CliQloan Compliance Monitor automated loan file auditing

Compliance Monitor

Continuous rule checks against CFPB, FHA, Fannie Mae and Freddie Mac standards on every loan file.

Explore Compliance Monitor

Where lending time is lost

Workflow Automation

Automates repeat verification, disclosure, and follow-up tasks across the loan file

Connected Workspace

Brings borrower, broker, lender, and processor activity into a shared workflow

Audit Visibility

Keeps task history, document status, and exception tracking visible for review

Legacy workflows waste time, increase risk, and erode trust—creating demand for automation + compliance intelligence

How CliQloan works

Step 1

Connect

Instantly import and sync financial, personal, and government documents from connected systems.

Step 2

Use AI

Use intelligent validation, verification, and classification for income, assets, and identity.

Step 3

Automate

Route workflows, approvals, and compliance checks securely and accurately.

Step 4

Act

Act on synchronized data across underwriters, systems, families, and users in real time.

Who builds CliQloan

Who we are

We are former underwriters, loan officers, and technology experts who experienced the pain of fragmented systems and manual compliance firsthand.

That's why we built CliQloan. We give financial teams the clarity, confidence, and control they deserve.

What we do

CliQloan is part of the AmitaSoft ecosystem, built to make lending effortless, compliant, and intelligent.

We combine the power of automation with human-centered design to accelerate every stage of the loan cycle.

What the platform covers

Automated document verification.

Instantly verify VOE, VOI, VOD, and borrower credentials.

Real-time compliance auditing.

Keep every disclosure, condition, and rule fully aligned with investor + regulatory standards. Replaces manual checklists with AI-driven task routing + digital audit trails.

Workflow automation.

Seamlessly accelerates decision-making + reduces human error with adaptive workflows, approvals, automated renewals, and notifications.

Modern borrower experience

“Every delayed document delays a decision.”

CliQloan transforms fragmented lending workflows into a coordinated experience for borrowers, brokers, processors, and lenders.

Built for modern lending workflows

Lending delays are rarely caused by a lack of demand. They are caused by fragmented communication, missing documents, and operational inefficiencies.

CliQloan was designed to simplify the lending lifecycle by creating a centralized workflow for borrowers, brokers, processors, and lenders.

The platform helps teams streamline document collection, improve borrower transparency, reduce operational overhead, and accelerate decision-making.

Instead of managing disconnected portals, emails, spreadsheets, and status updates, participants work from a single coordinated system.

What lending teams say

CliQloan gives our lending team a clearer, more audit-friendly workflow from intake through closing.

• Vice President

Mortgage Operations

Finally, a system that supports the way loan teams work: fast, precise, and compliance-aware.

• Director

• Lending Transformation

Mortgage automation FAQs

General Platform

What is CliQloan?

CliQloan is an AI-powered lending automation platform that simplifies originations, verifications, and compliance. It transforms manual, error-prone mortgage workflows into intelligent, seamless, and fully auditable digital experiences.

Who uses CliQloan?

CliQloan is designed for lenders, brokers, correspondent partners, and financial institutions that want to accelerate loan processing, reduce compliance risk, and improve borrower experiences.

Is CliQloan only for mortgage lending?

While mortgage is our primary focus, the platform supports other secured and unsecured lending products including consumer, small business, and HELOC loans.

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