Streamline loan documents, accelerate loan processing, and ensure compliance management with a secure platform trusted by banks and credit unions to deliver a smoother borrower experience and faster closing documents.
Bring order to complex loans with one secure loan documentation
platform where your team controls every step of the loan processing workflow.
Shorten the time from application to approval with digital workflows that ensure all commercial loan documents, forms, and closing documents are complete and compliant.
Stay aligned with regulatory requirements and industry standards using built-in audit trails, consent tracking, and approvals that reduce risk across every commercial loan.
Guide clients step by step through their loan application process, ensuring nothing gets missed and every borrower experience builds trust, efficiency, and transparency.
Replace scattered tools with one secure hub that gives your bank or credit union complete visibility across commercial loans, from intake to underwriting to closing.
With Clustdoc’s loan documentation software, lenders, credit unions, and financial teams finally get a streamlined way to run their loan processing faster, safer, and with a better borrower experience.
Missing or incomplete loan documents slow down your team, frustrate borrowers, and create costly delays in loan processing for your bank or credit union.
Our loan documentation software provides borrowers with a digital checklist to submit every required file upfront, so your team receives complete, underwriting-ready commercial loan documents for SBA, consumer, and commercial real estate loans.
Inside Clustdoc, your team reviews organized submissions such as financials, IDs, collateral, and disclosures in one secure place.
When loan officers, underwriters, and compliance teams rely on emails, you lose track of approvals and closing documents, creating delays, risk, and compliance gaps.
Clustdoc makes it easy for banks and credit unions to collaborate on loan files using digital approvals, built-in compliance management, and a permanent audit trail aligned with strict regulatory requirements.
Using the platform, compliance officers and underwriters can ping colleagues, leave comments, and log approvals in real time without leaving the loan processing workspace.
Borrowers may lose trust when the loan application process feels unorganized and hard to navigate.
The Clustdoc borrower portal provides a branded, step-by-step environment that builds trust and professionalism for members applying for complex loans and commercial real estate loans.
Applicants use the portal to follow structured loan application checklists, upload sensitive loan documents securely, and track their status in real time.
Stop wasting hours sending reminders, chasing missing loan documents, and updating spreadsheets.
Clustdoc automates borrower notifications, document requests, and workflow steps, so your team processes more loans in less time with fewer errors.
With our automation tools, your staff relies on triggers and reminders that keep every loan application process moving forward without constant follow-up.
Clustdoc's hosting is located in a highly advanced facility that has achieved ISO 27001 certification. Physical access to the facility is meticulously regulated by professional security personnel through the use of advanced technology such as video surveillance and intrusion detection systems.
We offer features including data privacy control, bulk auto-deletion, consent capture, approval of terms and conditions and more. With our suite of security features, you can rest assured that your data is protected and your compliance needs are met.
Discover professionals use Clustdoc Client Onboarding Software.
Any questions about Clustdoc loan documentation software capabilities? We have all the answers.
Loan documentation software can adapt to a wide range of lending needs, from consumer and SBA loans to commercial loans and commercial real estate loans. The platform allows you to create customized workflows for complex loans, so every document and approval step is handled consistently no matter the loan type.
Yes. The borrower portal is web-based and mobile-friendly, meaning applicants and co-borrowers can log in securely from any device. Lenders can grant guest access so multiple parties, such as business partners or guarantors, who can contribute to the same loan application without confusion or duplicate requests.
Use the free trial to explore the capabilities of the platform. Once your trial expires, you can upgrade to a paid plan based on your requirements to keep enjoying Clustdoc. Your work done during the trial will be saved.
Most teams can start within days. Our pre-built templates for common loan types help you launch quickly, while automation and branding options can be customized as you go. The onboarding process is straightforward, so loan officers and compliance staff can adopt the platform without heavy training.
Speed up the mortgage lifecycle from origination to closing with Clustdoc.
Discover professionals use Clustdoc Client Onboarding Software.
