Document intelligence inside the CliQloan loan origination system
Loan files stall on documents. CliQloan asks for the right ones, collects them in the loan file and turns supported documents into fields your team reviews instead of retyping.
Guided collection
Each loan gets guided document sections that tell the borrower exactly what to upload, from their device, Google Drive, OneDrive or Dropbox, or SafeVault where that integration is enabled.
Fields from supported documents
For supported types, including W-2s, paystubs, bank statements, tax returns, closing disclosures, mortgage statements, mortgage notes and HOA documents, CliQloan surfaces key fields for review.
Review, not re-entry
Your team reviews extracted values before relying on them. Coverage varies by document type and scan quality, and unsupported documents may need manual entry.
Verifications
Appraisal, escrow, insurance and verification providers complete their work inside the loan file through a secure task link, with no account to create.
Document intelligence FAQs
What are VOE, VOI and VOD?
Verification of employment, verification of income and verification of deposit, the checks that confirm a borrower can support the loan.
Which documents does CliQloan extract fields from?
Supported types include W-2s, paystubs, bank statements, tax returns, closing disclosures, mortgage statements, mortgage notes and HOA documents.
Does it replace the underwriter?
No. CliQloan does not make underwriting decisions. The underwriting decision stays with the lender.