CliQloan is a loan origination system (LOS) for mortgage brokers and loan officers. It covers most origination requirements, from lead and application through documents, credit, third-party interfaces and MISMO 3.4 export, and works with any lender's systems, which stay the system of record for underwriting and closing.
Yes. CliQloan is a loan origination system that covers most origination requirements, from lead and application through documents, credit, third-party verifications and MISMO 3.4 export.
Yes. CliQloan works with any lender's systems, which stay the system of record for underwriting and closing. The file is handed off through MISMO 3.4 export.
Independent mortgage brokerages, loan officers, processors and their borrowers. Realtors can follow loan status read-only through a secure link.
Yes. CliQloan is built for mortgage origination.
A structured, URLA-style application covering loan details, borrower and co-borrower information, employment, income, assets, liabilities, credit, documents, review and submit.
Through guided document sections, uploading from their device, Google Drive, OneDrive or Dropbox, or SafeVault where that integration is enabled.
For supported document types such as W-2s, paystubs and bank statements, CliQloan surfaces key fields for your team to review instead of retyping them.
No. Coverage depends on document type, scan quality and layout. Unsupported or low-quality documents may need manual entry.
The borrower gives consent in the application, then the team pulls integrated tri-merge credit inside the loan file.
Appraisal, escrow, insurance and verification providers complete their work inside the loan file through a secure task link. They don't need an account.
Yes. Third parties can complete a specific task through a secure link.
Through MISMO 3.4 export, a standard format many lender systems accept.
No. CliQloan does not make underwriting or approval decisions.
Access is role-based. Brokers, loan officers, processors and borrowers each see their own view of the file, realtors get read-only status, and third parties see only their task.
No. SafeVault is a document vault for individuals and families. CliQloan is a mortgage loan origination system that can fetch eligible documents from SafeVault where the integration is enabled.
Monthly usage billing based on your brokerage, active loan officers and processors, and funded loans. Ask for the current rate card when you schedule a demo.
No. The brokerage is the billing customer.