Built in
Credco
Credit reports
Credco credit reports open in the loan file and are stored there as PDFs.
Mortgage LOS integrations
CliQloan connects to Credco for credit reports, DocuSign for e-signature and Loansifter for product and pricing.
Appraisers, escrow and title, insurance agents and employment verifiers work in the loan file through secure task links, with no account and no API setup.
Built-in integrations
Built in
DocuSign
E-signature
Send documents for e-signature through DocuSign from the loan file.
Link-out
Loansifter
Product and pricing
Open Loansifter from CliQloan to search products and price the loan.
Third parties work in the loan file
Most of a mortgage file depends on people outside your team. CliQloan sends each one a secure link to their task in the loan file. They upload documents and complete their part without creating an account, and your team sees the update in the same file.
1
CliQloan sends a secure link
2
They complete their task, no account
3
Your team sees the update in the loan file
Appraisers
Escrow and title
Insurance agents
Employment verifiers
Realtors, with a read-only view through a secure link
Works alongside your lender's systems
Borrower and third parties
Application, documents and tasks
CliQloan
Prepares the file
Lender system of record
Underwriting and closing
Lenders stay the system of record for underwriting and closing. CliQloan prepares the file and hands it off in MISMO format.
Frequently asked questions
Does CliQloan integrate with DocuSign?
Yes. Brokers and loan officers send documents for e-signature through DocuSign from the loan file.
Does CliQloan work with Credco?
Yes. Credco credit reports open in the loan file and are stored there as PDFs, next to the rest of the borrower's documents.
Do appraisers and escrow need a CliQloan account?
No. Each one gets a secure link to their task in the loan file and completes it without an account.
Does CliQloan include product and pricing?
CliQloan connects to Loansifter, so you can search products and price the loan from CliQloan.
Does CliQloan replace my lender's systems?
No. Lenders stay the system of record for underwriting and closing. CliQloan prepares the file and hands it off in MISMO format.
See CliQloan with your own workflow
A 30-minute walkthrough for brokers and loan officers.
Schedule a demo