Mortgage origination without the document chase.
CliQloan is a loan origination system that puts the digital application, guided document collection, credit with consent and MISMO export in one loan file, with borrowers and processors working in the same place.
- Works with any lender's systems
- Role-based access for every person on the loan
- Credit pulled only after borrower consent
Product UI shown with synthetic demo data
Everything below lives in the same loan file
- Digital applicationURLA-style, co-borrowers included
- Guided documentsA checklist for every loan
- Field extractionOn supported document types
- Tri-merge creditPulled after borrower consent
- Chat and tasksEveryone on the same file
- MISMO 3.4 exportReady for lender handoff
The loan exists. The file is everywhere.
Origination rarely breaks at the start or the end. It breaks in the middle, where documents, data and messages scatter across tools nobody shares.
Documents arrive from everywhere
Borrowers send the same W-2 by email, text and a portal, and nobody is sure which copy is current.
Data gets typed twice
Loan officers retype income and asset figures from PDFs into forms, one field at a time.
Gaps show up on submission day
Processors can't see what's missing until the file is due, so the handoff turns into a cleanup.
From first lead to lender handoff
Six steps, one file. Each person on the loan sees where it stands and what comes next.
- 1
Attract
Capture leads from your loan officer microsite, or invite borrowers straight into an application.
- 2
Apply
Borrowers complete a structured, URLA-style application, co-borrowers included.
- 3
Collect
A guided checklist requests the right documents for this loan and tracks what has arrived.
- 4
Pull credit
Capture borrower consent, then run tri-merge credit without leaving the file.
- 5
Collaborate
Chat, tasks and status updates keep borrower, loan officer and processor aligned.
- 6
Submit
When the file is ready, export MISMO 3.4 and hand it to the lender.
Collect documents once
Each loan gets a checklist tied to its context: W-2s, paystubs, bank statements, tax returns, purchase agreements and more. Borrowers upload from their device, import from Google Drive, OneDrive or Dropbox, or reuse documents they already keep in SafeVault.
- See what's uploaded, requested and still missing
- Request additional documents without a new email thread
- Third parties complete tasks through a secure link, no account needed
Cloud import and SafeVault fetch are available where enabled.
Supported documents become reviewable fields
For supported document types, CliQloan uses document intelligence to pull key fields out of the file. Your team reviews values instead of retyping them.
Coverage varies by document type and scan quality. Your team reviews extracted values before relying on them.
See document intelligenceCredit, with consent built in
Borrowers give consent inside the application. Your team then pulls integrated tri-merge credit without leaving the loan file. CliQloan does not make underwriting decisions.
- 1Borrower gives consent in the application
- 2Loan officer pulls tri-merge credit
- 3Report stays with the loan file
Track every loan through funding
Pipeline states show exactly where each file stands. When it's ready, export MISMO 3.4 for lender submission.
- Application incomplete
- Application in review
- Ready to submit to lenderExport MISMO 3.4
- Submitted to lender
- In underwriting
- Clear to close
- Funded
One loan file. The right view for every role.
Access is role-based, so each person sees their slice of the loan and nothing they shouldn't.
Broker owner
Pipeline visibility, team management and billing across every loan officer.
Loan officer
Leads, invitations, applications and credit tools in one place, plus a personal microsite.
Processor
See which documents are still missing before the file goes to the lender.
Borrower
One place to apply, upload documents and message the loan team.
Realtor
Read-only loan status through a secure link, without access to the full file.
A loan origination system that works with any lender
CliQloan covers most loan origination system requirements, from first lead to lender submission. It works with any lender's systems, which stay the system of record for underwriting and closing.
Appraisal, escrow, insurance and verification providers complete their work inside the loan file through a secure task link, with no account to create.
Part of AmitaSoft
Borrower documents that travel with them
CliQloan handles the mortgage workflow. SafeVault keeps personal documents that borrowers can reuse across life events, including buying a home.
Learn about SafeVaultQuestions mortgage teams ask
Read all FAQsIs CliQloan a loan origination system?
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. It works with any lender's systems, which stay the system of record for underwriting and closing.
Who is CliQloan for?
Independent brokers, loan officers, processors and their borrowers.
Does CliQloan read every document perfectly?
No. Extraction covers supported document types, and results depend on scan quality and layout. Unsupported or low-quality documents may need manual entry.
Can realtors see loan status?
Yes, through a secure read-only link. They don't need a full account.
Is CliQloan the same as SafeVault?
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.
Walk one loan file from lead to submission
In a live demo we follow a single purchase file: microsite lead, borrower application, W-2 upload with field extraction, credit consent, chat and MISMO export readiness.