Clearpath Processor automates borrower communication, loan status updates, and document workflows — so your team can focus on closing deals, not chasing paperwork.
From application to closing, our platform keeps every stakeholder informed and every process on track.
Keep borrowers informed at every loan milestone — from application receipt to closing day. Real-time SMS updates reduce inbound calls by up to 60%.
10DLC CompliantAutomatically trigger document requests when conditions are identified. Send secure upload links via SMS and track receipt in real time.
Secure & EncryptedInstant notifications for underwriting decisions, appraisal orders, rate lock expirations, and closing disclosures — delivered the moment they happen.
Real-TimeAutomate closing appointment scheduling and confirmations. Reduce no-shows with automated reminders sent 72, 24, and 2 hours before closing.
Smart SchedulingBuild custom automation rules based on loan events. Route tasks, escalate conditions, and trigger actions without any manual intervention.
No-Code BuilderTrack pipeline performance, message delivery rates, borrower engagement, and cycle times with a comprehensive analytics dashboard.
Live DashboardOur team handles the entire setup. No complex IT projects, no lengthy onboarding.
We integrate directly with your Loan Origination System via API or webhook — no data migration required.
Choose from pre-built templates or customize your own borrower communication sequences and automation rules.
Our opt-in tools are built into your existing process, ensuring full compliance with TCPA and carrier regulations.
Go live with automated messaging and track performance across all loans in your pipeline from one dashboard.
Most automation tools are generic. Ours was designed from the ground up for the mortgage lending lifecycle.
Native connectors for Encompass, Calyx Point, BytePro, and more. Data flows automatically — no manual imports.
Every message sent through our platform includes proper opt-in tracking, STOP handling, and regulatory disclosures.
Branded messages that look like they come from your company, not a third-party tool. Borrowers see your name, not ours.
A dedicated implementation specialist walks your team through setup, training, and go-live — at no extra cost.
Every touchpoint in the mortgage journey, automated and compliant.
Immediately confirm application receipt and set expectations for next steps.
Send a personalized list of required documents with a secure upload link.
Notify borrowers when their loan enters underwriting and when a decision is made.
Alert borrowers and LOs before a rate lock expires to prevent costly extensions.
Notify borrowers when the CD is ready and confirm the 3-day waiting period timeline.
Deliver the CTC message the moment conditions are satisfied — a milestone borrowers never forget.
Confirm closing time, location, and what to bring with automated multi-day reminders.
Automatically request reviews and referrals from satisfied borrowers after funding.
"Clearpath completely transformed our borrower experience. Our clients no longer call asking for updates — they already know exactly where their loan stands. Our team's productivity has never been higher."
"We went from 45-day average close times to under 30 days. The automated document requests and reminders alone have been a game-changer. Setup was seamless and the support team is outstanding."
"As a processor handling 80+ loans at a time, I was drowning in status update calls. Clearpath cut my inbound volume by more than half. I can finally focus on actually processing loans."
Everything you need to know before getting started.
We support API and webhook integrations with all major loan origination systems, including Encompass, Calyx Point, BytePro, and others. Our implementation team handles the full technical integration — your IT team involvement is minimal.
Borrowers provide express written consent during the loan application process. Our platform includes compliant opt-in language and tracks consent records automatically. Borrowers can opt out at any time by replying STOP, and our system processes opt-outs immediately.
Yes. Our platform is designed with regulatory compliance at its core. All SMS messaging follows TCPA guidelines, and all messaging content is reviewed to ensure it does not violate RESPA's anti-kickback provisions. We maintain 10DLC registration for all campaigns.
Most clients are fully operational within 5–10 business days. Our onboarding team manages the LOS integration, workflow configuration, and staff training. We also offer a guided pilot program for teams who want to start with a single loan officer before a full rollout.
Our platform supports transactional notifications (loan status updates, document requests, appointment confirmations), informational alerts (rate lock reminders, expiration notices), and post-close follow-ups (satisfaction surveys, referral requests). All messages are tied to real loan events — we do not support marketing or promotional messaging.
Join hundreds of mortgage professionals who close faster and deliver a better borrower experience with Clearpath Processor.
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