FAQ

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.

Security & Privacy

How secure is CliQloan?

CliQloan uses security controls such as encryption, multi-factor authentication, permissioned access, and audit history to help protect lending documents and workflow activity.

Who can access my documents?

Only you and those you explicitly authorize can access your documents. CliQloan uses granular permission controls and maintains a full audit history of all access.

Is my data shared with third parties?

No. We never sell, share, or use customer data for third-party purposes. Your documents remain private, encrypted, and under your full control.

Features & Functionality

How does the Verification Engine work?

Our Verification Engine uses advanced AI to automatically verify documents, validate information, and ensure accuracy throughout the lending process. It can instantly verify VOE, VOI, VOD, and borrower credentials.

What is the Disclosure Hub?

The Disclosure Hub streamlines disclosure management and delivery with task routing, status tracking, and digital audit trails for lender-reviewed workflows.

How does workflow automation work?

CliQloan seamlessly accelerates decision-making and reduces human error with adaptive workflows, approvals, automated renewals, and notifications. Action can be taken as data syncs in real-time across underwriters, systems, families, and users.

Pricing & Plans

Is there a free trial?

Yes, we offer a free trial so you can experience CliQloan's capabilities before committing. Contact us to schedule a demo and get started.

What plans are available?

CliQloan supports different lender and broker operating models. Contact us for the current package, feature, and pricing options approved for your team.