Intake without rework.
Guide borrowers through POS intake, consent, goals, property details, and missing items before the file reaches the team.
Mortgage workflow platform
Close loans faster.
AI-native mortgage platform for POS, CRM, and LOS. Seamless client intake, scenario analysis, document intelligence, and team collaboration.
Loan command centerAI live
Active file
Ramirez purchase
IntakeComplete
ScenarioFHA vs Conv
Docs2 need review
AI brief
Income docs support approval. Verify gift letter, then send updated scenario to borrower.
4systems unified
21minutes saved per file
0stale handoffs
POSCRMLOS
Why Cleotopos
Built for mortgage teams that need one source of loan truth.
Blend borrower intake, CRM activity, scenario analysis, document evidence, and LOS milestones into a workspace that keeps every role current.
Scenarios that explain themselves.
Compare loan paths, pricing assumptions, eligibility signals, and next-best actions in one AI-assisted workspace.
Documents become decisions.
Turn uploads into classified, extracted, and assigned evidence that stays tied to conditions, tasks, and loan status.
One team operating layer.
Keep originators, processors, and managers aligned across CRM activity, LOS milestones, and borrower communication.
Cleotopos