Borrower intake
Capture complete, consented borrower data without creating cleanup work for the operations team.
Close loans faster.
AI-native mortgage platform for POS, CRM, and LOS. Seamless client intake, scenario analysis, document intelligence, and team collaboration.
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Built for secure loan workflowsStart free
CleotoposWorkspace live
Active loan
Ramirez purchase
Conventional · $640,000 · 30 year fixed
Loan stageProcessing
Documents18 / 20
Next milestoneSubmit
Priority actions
TodayReview gift letterDocument reviewDue 10:30
Confirm updated assetsBorrower follow-upDue 13:00
Send selected scenarioClient communicationDue 15:30
Income is supported. Review the gift letter, then route the file for final scenario confirmation.
18 / 20Docs ready
3Actions open
On trackLoan status
One operating layer
Every loan decision, grounded in the same file.
Replace disconnected point solutions and stale handoffs with a shared system that moves borrower data, evidence, and decisions forward together.
Scenario analysis
Compare loan paths, assumptions, and eligibility signals in a workspace built for clear decisions.
Document intelligence
Classify uploads, extract evidence, and connect every document to the right task or condition.
AI coordination
Keep originators, processors, and managers aligned with next actions grounded in the live loan file.
From intake to LOS
Operations can see what is ready and what happens next.
Cleotopos turns the live loan file into clear priorities for every role, with AI assistance that stays connected to the underlying borrower data and documents.
01Borrower intakeComplete and consentedReady
02Income reviewW-2 and paystubs verifiedVerified
03Loan scenarioConventional path selectedUpdated
04LOS handoffFile mapped and export-readyReady
Cleotopos