Cleotopos offers an AI‑native mortgage workflow platform that unifies point‑of‑sale, CRM, and loan‑origination system functions into a single “loan command center.” The solution streamlines client intake, runs scenario analysis, and applies document‑intelligence to turn paperwork into actionable decisions while enabling real‑time team collaboration. Mortgage teams use it to maintain a single source of truth and close loans more quickly.
Funding
Funding not disclosed
Founders
Product
Problem
Mortgage lenders and brokers often rely on separate point‑of‑sale, CRM, and loan‑origination systems, requiring manual data entry and document handling. This fragmentation creates duplicate work, delays loan decisions, and prevents a single source of truth for each loan file.
Solution
Cleotopos offers an AI‑native mortgage workflow platform that consolidates POS, CRM, and LOS functions into a unified command center. The system automates client intake, runs scenario analyses, and applies document‑intelligence models that convert uploaded files directly into loan decisions. Integrated AI agents route tasks, manage conditions, and generate borrower follow‑ups, enabling teams to progress loans without switching applications. A cloud‑based workspace supports real‑time collaboration and maintains a consistent, auditable loan record from intake through lender‑ready packaging.
Target Audience
Primary customers are mortgage loan officers, small to mid‑size loan teams, and brokerage firms that need an integrated, AI‑enhanced workflow to accelerate loan processing.
Features
- Unified dashboard that merges POS, CRM, and LOS data into a single loan view
- AI‑driven document intelligence that extracts key fields and produces decision‑ready outputs
- Automated scenario analysis with AI‑generated loan comparisons and notes
- AI chat and loan summary generation for rapid borrower communication
- Team collaboration workspace with shared loan files and real‑time updates
- AI loan coordinators that route tasks, manage conditions, and send automated reminders
- End‑to‑end 1003 intake → LOS → MISMO export workflow
- Scalable subscription tiers offering unlimited loan cases and AI automation credits