How a Non-QM Lender Tripled Loan Volume per Processor

The Challenge

Every broker package arrived as a stack of unsorted documents. Processors spent hours classifying files, indexing them into the LOS, running completeness and condition checks, and rekeying the same data across vendor portals. Volume was capped by headcount, turnaround times slipped during busy weeks, and onboarding a new processor took months. The team was spending more time moving documents than making lending decisions.

The Solution

Clicks now handles broker package intake end to end inside the lender's existing LOS. Agents classify and index every document, run completeness and condition checks, order flood certs and credit pulls, and populate borrower data across every system with no rekeying. No integration was required: Clicks operates directly on the screens the team already uses. Underwriting and borrower relationships stay with the team; the manual intake and data entry do not.