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CliQloan

#11 of 16 in Mortgage Software

CliQloan: A cloud mortgage origination system pairing borrower workflows with document AI and compliance tools. Ranked #11 of 16 in Mortgage Software by our editors (6.3/10); pricing: Pricing on request; best for lending teams automating digital mortgage workflows.

6.3/10Editor score
CliQloan6.3 Visit CliQloan

At a glance

  • Editor score
    6.3 / 10
  • Pricing
    Pricing on request
  • Best for
    Lending teams automating digital mortgage workflows
  • Free plan
    No
  • Deployment
    Cloud
  • Facts checked
    24 Sep 2026
  • Where it wins

    • URLA-style applications include co-borrower support and guided document tracking
    • Document AI, credit pulls and automated verification support loan processing
    • Generates and tracks disclosures with continuous compliance checks
  • Where it doesn't

    • Pricing is usage-based and requires contacting sales for a scoped quote
    • Integrations are limited to SafeVault and three cloud storage services
    • The platform is web-based, with no other platform listed

Our verdict on CliQloan

CliQloan is a cloud loan origination system from AmitaSoft for brokers, loan officers, processors, lenders and borrowers. Its mortgage workflow brings a URLA-style application, guided document collection, borrower messaging and loan-team collaboration into one loan file. Borrowers can submit documents and track status, while loan staff can manage the file through lender submission. The product is aimed at teams that want digital intake and workflow automation alongside mortgage-specific processing and disclosure tools.

Document handling and compliance are central strengths. AI extracts fields from supported paystubs, W-2s, tax returns and bank statements; borrowers can authorize tri-merge credit pulls, and the system supports automated VOE, VOI and VOD verification. Loan participants can use in-file chat and tasks, and lenders can export in MISMO 3.4 format. CliQloan also generates, delivers and tracks TRID, RESPA and ECOA disclosures, with continuous checks against CFPB, FHA, Fannie Mae and Freddie Mac standards. These capabilities make it a fit for teams prioritizing guided borrower collection and compliance within a single mortgage workflow.

Pricing is monthly usage-based and scoped according to brokerage, active staff and funded loans, so a buyer needs to contact sales for pricing rather than select a published plan. Integrations include SafeVault, Google Drive, Microsoft OneDrive and Dropbox. That covers named document storage options, but teams depending on a broader connected ecosystem may prefer another system. CliQloan is delivered through the web and offers email and phone support. Choose it if its application, processing, disclosure and compliance workflow matches your lending operation; look elsewhere if a broad integration set or transparent self-service pricing is a priority.

CliQloan pricing

Plans Pricing on request No free plan — trial or paid only. Prices re-checked Sep 2026.
See plans on cliqloan.com

CliQloan fact sheet

Free planNo
Paid fromNot verified
DeploymentCloud
Loan originationYes
Borrower portalYes
Loan servicingNot verified
Supported loan typesMortgage, consumer, small business, HELOC
Documented integrationsSafeVault, Google Drive, Microsoft OneDrive, Dropbox
DeploymentCloud
PlatformsWeb
SupportEmail, Phone
Built forSmall business, Mid-market, Enterprise (editorial estimate)
Integrations4 integrations: SafeVault, Google Drive, Microsoft OneDrive, Dropbox
PricingPricing on request (source)
Websitecliqloan.com
Facts checked24 Sep 2026

CliQloan integrations

CliQloan lists 4 integrations on its own site.

  • SafeVault
  • Google Drive
  • Microsoft OneDrive
  • Dropbox

Alternatives to CliQloan

See all CliQloan alternatives →

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Featured on iTechGuides

Featured on iTechGuides — CliQloan 6.3/10

CliQloan is listed in our Mortgage Software directory. Add the badge to your site — it links back to this page.

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Guides on mortgage software

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

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