Clicks for Mortgage & Lending

Loan operations automated.

Clicks handles the manual work across your origination and processing workflows, operating directly on your existing systems with no integration required, so your team can close more loans, faster.

Automation potential

Built for non-QM lenders, correspondent lenders, and mortgage servicers. Per-loan pricing, tied to volume processed, not seats or bots.

Broker Package Intake

Classify documents, index to your LOS, and run completeness and condition checks

Credit & Compliance Pulls

Order flood certs, run credit pulls, and file HMDA data automatically

Loan Processing

Enter data across LOS and vendor portals and surface conditions in real time

Multi-System Data Population

Populate borrower and loan data across every system with no manual rekeying

Post-Close QC

Retrieve packages, run late-stage underwriting checks, and review for completeness

Trailing Document Management

Track, collect, and manage trailing documents through investor delivery

What we automate

Broker Package Intake

Clicks handles

  • Classification and LOS indexing
  • Completeness and condition checks
  • Flood cert, credit pull, and HMDA filing
  • Document classification and routing
  • Initial disclosure data entry

Your team keeps

  • Underwriting decisions
  • Borrower relationships
  • Exception handling
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70%

Faster loan file turnaround

3x

Loan volume per processor

60%

Lower cost per loan

Works With Your Stack

Encompass, BytePro, LauraMac, TopConnect, and legacy LOS platforms. No integration needed.

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Ready to automate your loan ops?

Show us one workflow. We'll scope a pilot and tell you what's possible.