AI-driven automation and compliance made simple.
Let’s redefine lending,
together.
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About CliQloan
CliQloan was built to simplify
lending for the digital age,
where every document is
verified, every process
compliant, and every decision
just a click away. Born from real
lending experience, we use AI
to turn complexity into clarity.
We move borrowers from
application to approval with
confidence.
Our story
A lending world where every
transaction is transparent,
intelligent, and effortless.
Our vision
CliQloan is evolving into the
operating system for modern
lending, expanding beyond
mortgages into consumer
business, and embedded finance.
We’re building trusted
infrastructure where every
decision is verified, every
document is secure, and every
loan just a click away.
Our future
Vision
Mission
We empower lenders with secure,
AI-driven automation that
accelerates time-to-close, while
ensuring every document,
disclosure, and verification is
accurate, compliant, and auditable.
CliQloan redefines the mortgage
journey with automation, compliance,
and transparency. We envision a
lending world where every
transaction is transparent, intelligent,
and effortless.
60%
55%
65% of underwriters still rely on
spreadsheets + email
for verification tracking
55% of borrower drop-off occur
during manual document collection
up to 60% reduction in cycle time
Why choose CliQloan
Manual
Processing
Faster
Closings
Borrower
Drop-Off
legacy workflows waste time, increase risk, erode trust,
creating a $200B+ market for automation + compliance inteligence
Connect
instantly import and sync
financial, personal, and
government documents,
just to name a few, from
any system
Use AI
intelligent validation,
verification + classification
to verify income, assets,
identity
Automate
route workflows, approvals,
compliance securely and
accurately
Act
Action can be taken as data syncs in real-time across underwriters, systems, families, and users instantly
How it works
The team
We are former underwriters,
loan officers, and technology
experts who experienced the
pain of fragmented systems
and manual compliance
firsthand.
That’s why we built CliQloan.
We give financial teams the
clarity, confidence, and control
they deserve.
Who we are
CliQloan is part of the
AmitaSoft ecosystem, built
to make lending effortless,
compliant, and intelligent.
We combine the power of
automation with human-
centered design to
accelerate every stage of
the loan cycle.
What we do
Automated document verification.
Instantly verify VOE, VOI, VOD, and
borrower credentials.
Real-time compliance auditing.
Keep every disclosure, condition, and
rule fully aligned with investor +
regulatory standards. Replaces manual
checklists with AI-driven task routing +
digital audit trails.
Workflow automation.
Seamlessly accelerates decision-making
+ reduces human error with adaptive
workflows, approvals, automated
renewals, and notifications.
Core expertise
As part of the AmitaSoft ecosystem, what
matters most for CliQloan is trust, simplicity,
security, and people. CliQloan is built to make
lending effortless, compliant, and intelligent.
Our goal is to make powerful the lending
process effortless, giving people confidence and
time to focus on what truly matters. powered by
ethical, transparent AI, CliQloan combines the
power of automation with human-centered
design to accelerate every stage of the loan
cycle.
You manage your life. we’ll manage your
documents. simply, securely, smartly.
What matters to us
Kristin Wood, PhD
Strategic Advisor
AI won’t replace lenders. It will reveal
the art of the possible when humans
and technology lend together
Satisfied clients
CliQloan cut our clear-to-
close time by nearly half.
It’s the compliance safety
net we didn’t know we
needed.
Vice President
Mortgage Operations
Director
Lending Transformation
Finally, a system that
thinks like a loan officer.
Fast, precise, and always
compliant.
What is CliQloan?
Who uses CliQloan?
Is CliQloan only for mortgage lending?
CliQloan is an AI-powered lending automation platform that
simplifies originations, verifications, and compliance. It
transforms manual, error-prone mortgage workflows into
intelligent, seamless, and fully auditable digital experiences.
CliQloan is designed for lenders, brokers, correspondent
partners, and financial institutions that want to accelerate
loan processing, reduce compliance risk, and improve
borrower experiences.
While mortgage is our primary focus, the platform supports
other secured and unsecured lending products including
consumer, small business, and HELOC loans.
General Platform
Your questions
answered
Partner with us
info@cliqloan.com
(408) 479-2436
Phone Number
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