Mortgage broker software for the whole shop

A brokerage runs on handoffs: the loan officer brings the borrower in, the processor gets the file complete, and the lender gets a clean submission. CliQloan keeps all of it in one loan file, from lead to MISMO.

Built for every role in a broker shop

Broker owner

Pipeline view across the shop, team management and billing.

Loan officer

Loans, leads, borrower invitations and credit tools.

Processor

File completeness and coordination, with guided documents showing what is still missing.

Borrower

A clear application path, uploads and chat in one place.

From lead to lender submission

  • Capture. Quote and pre-approval forms on each loan officer's microsite feed a leads list.
  • Apply. Borrowers complete a structured, URLA-style digital application with co-borrower support.
  • Collect. Guided documents from device, cloud storage or SafeVault where enabled, with document intelligence on supported types.
  • Credit. Integrated tri-merge credit with borrower consent.
  • Third parties. Interfaces with appraisal, escrow and insurance providers, and verifications such as employment verification.
  • Collaborate. Chat, tasks and notes in the file, plus secure task links for third parties.
  • Hand off. MISMO 3.4 export when the file is ready.

A loan origination system built for mortgage brokers

CliQloan is built for independent brokerages and loan officer teams that lose time to document friction. It covers most origination requirements in one loan file and works with any lender's systems, which stay the system of record for underwriting and closing.

Billing that grows with the shop

Monthly usage billing based on your brokerage, active loan officers and processors, and funded loans. Borrowers do not pay. How pricing works

Mortgage broker software FAQs

What does CliQloan do for a mortgage broker?

It gives the broker, loan officers, processors and borrowers one shared loan file covering lead capture, the digital application, document collection, credit with consent, collaboration and MISMO 3.4 export.

Is CliQloan a loan origination system?

Yes. CliQloan is a loan origination system for mortgage brokers. It works with any lender's systems, which stay the system of record for underwriting and closing, and hands off the file through MISMO 3.4 export.

Does CliQloan make underwriting decisions?

No. CliQloan does not make underwriting or approval decisions.

Can my loan officers create pre-approval letters?

Loan officers can capture quote and pre-approval requests through their microsite forms and work them from the leads list.

Walk through one purchase file from lead to MISMO. Schedule a demo.