ClearPath is an AI agent that handles your entire origination flow — pre-qualifications, document collection, underwriting prep, and deal analysis for investment properties. No processors. No bottlenecks. Just loans moving forward.
Loan officer manually chases docs, processor re-enters data, underwriter waits for complete file, closer tracks everything in spreadsheets. 30–45 days. Constant follow-up. Human bottlenecks at every step.
AI agent monitors the pipeline continuously. Auto-collects missing docs via email. Parses and structures every file. Summarizes AUS findings into plain English. Flags only what needs human judgment. Loops stay moving.
AI interviews leads via email. Pulls credit, verifies income, qualifies borrowers. Sends you a summary card — you approve or flag before the file opens.
Every document gets parsed, indexed, and checked against investor guidelines. Missing items trigger automatic collection requests. No processor chasing paperwork.
AUS findings converted to plain English. Conditions identified and pre-cleared where possible. Underwriter sees a clean, structured file — not a stack of loose docs.
For your investor clients: ClearPath analyzes rental income, cap rates, repair costs, and cash-on-cash return. Side-by-side deal comparison in seconds.
Real-time view of every loan in the system. Bottlenecks surface automatically. Every deal's current state, next action, and blockers — in one dashboard.
AI checks every file against current investor guidelines — Fannie, Freddie, FHA, VA, USDA. Flags TRID issues, state-specific requirements, and HVE discrepancies before they become problems.
The mortgage industry doesn't need another app. It needs an employee who never sleeps, never misses a follow-up, and knows every guideline by heart.
That's ClearPath.
Built for loan officers who want to originate more, not work more. Built for investors who want deal analysis that runs on its own. Built for the broker who is tired of chasing people through a process that should be automatic.
ClearPath runs your pipeline. You run the relationship. The work that consumed your team — we automate it. The speed your clients expect — we deliver it. The deals that fell through because something slipped — we catch them.