The CliQloan loan origination system
CliQloan is a loan origination system that takes a loan from first contact to lender submission in one role-aware loan file, shared by the broker, loan officer, processor and borrower.
Capture leads
Each loan officer can have a branded microsite with quote and pre-approval forms. Leads land in a list inside CliQloan instead of an inbox. Loan officer websites
Start the application online
Borrowers complete a structured, URLA-style digital application with co-borrower support, from an invitation or an apply link. Mortgage POS
Collect and understand documents
Guided document collection from the borrower's device, cloud storage, or SafeVault where enabled. Document intelligence surfaces fields from supported types for review. Document intelligence
Pull credit with consent
Integrated tri-merge credit, pulled with the borrower's consent, inside the loan file. CliQloan does not make underwriting decisions.
Work in the same file
Chat, tasks, notes and role-based views keep the team aligned. Third parties can complete a specific task through a secure link, and realtors can follow status read-only.
Connect third parties
Appraisal, escrow, insurance and verification providers complete their work inside the loan file through a secure task link, with no account to create.
Hand off to the lender
When the file is ready, export it as MISMO 3.4, a standard format many lender systems accept. CliQloan for brokers
Where CliQloan fits
CliQloan covers most loan origination system requirements and works with any lender's systems, which stay the system of record for underwriting and closing. CliQloan does not make underwriting decisions, and it does not generate or deliver TRID disclosures.