Built for the way originators work
Not another dashboard on top of your LOS — an operating layer that removes the copy, paste, and chase between every step of a file.
One loan workflow
Application, disclosures, conditions, and closing live on a single spine so nothing is re-keyed between systems.
Live-call origination
Take the application on the phone with a guided script, real-time suggestions, and objection handling in the margin.
Outreach that respects consent
Unified inbox across email, SMS, and voice with consent, DNC, and STOP handling built into the send path.
Conditions with citations
Every underwriting condition carries the agency guideline and lender overlay it came from, with SLA timers attached.
Assist, review-gated
Drafts, next-best-actions, and pro tips are proposed for a human to approve. Consequential actions never fire silently.
Pipeline you can steer
Drag-and-drop stages with per-stage automations, stall detection, and coaching where a file is actually losing days.
Co-branded to the officer they trust
Borrowers see their loan officer's team brand, photo, and direct line — not a faceless portal. Tasks are color-coded so what's urgent is obvious, and help is always one tap away from their officer or processor.
- 1Invited
A secure link from their loan officer — no account setup maze.
- 2Application
Short, guided, saves as they go, resumable on any device.
- 3Documents
Color-coded asks: green is done, yellow is needed, red is urgent.
- 4Clear to close
Milestones and a name and number for a real human, always.
Simple per-seat pricing
Sold per seat to licensed US mortgage companies. Pick a plan, pay, and your workspace and administrator seat are created straight away.
Originator
Solo originators and small teams.
- Pipeline, borrower portal and document intake
- Assist drafting with review before anything sends
- Quote build and application hand-off
Team
Most popularBranches running shared queues. Five seats minimum.
- Everything in Originator
- Shared condition queues and SLA tracking
- Campaign playbooks and branch reporting
Enterprise
Multi-branch lenders with compliance requirements.
- Everything in Team
- SSO and role-based access controls
- Compliance evidence & audit exports
- Dedicated onboarding and support
Compliance is the default path
Tenant isolation, role-scoped access, consent and DNC enforcement, STOP/HELP handling, and an audit trail on every borrower-visible action. CloneALO is a per-seat platform for licensed US mortgage companies — NMLS #2494525.
Ready to get back to lending?
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