Capture the deal with guided intake and smart data extraction.
The broker workspace for complex mortgages
From first intake
to lender-ready.
One workspace to collect the file, surface what is missing, prepare the package, and stay in control through submission.
Clara Desktop design preview · Sample file
A clear path to a lender-ready file.
Collect documents and immediately surface what is missing.
Clara checks completeness and flags gaps before you build.
Assemble a clean, lender-aligned package with confidence.
You approve and submit. Clara keeps the file in order.
Human approval before submission.
One file. Full context.
See the file,
not just the fields.
Clara brings the borrower conversation, documents, open tasks, and readiness checks into the same working surface—so the next decision is always visible.
Everything attached to the file
Activity, communication, supporting documents, and next steps stay together.
Gaps surfaced early
Clara makes missing and review-needed items obvious before package time.
Actions remain reviewable
Suggested work is visible in context, with the broker deciding what moves forward.
AI-assisted. Broker-controlled.
Clara moves the work.
You make the call.
Alternative and complex mortgage files need judgment. Clara is built to organize the evidence, reduce the back-and-forth, and prepare the handoff without pretending the broker is optional.
Visible reasoning
Readiness issues and source documents stay connected.
Approval at the edges
You review before communication, packaging, and submission.
Controlled Filogix handoff
Prepare the file in Clara, then submit through the broker's established rail.
Built around real file work
Less chasing.
More continuity.
Clara is designed for owner-operator brokers and small teams managing alternative and complex files—where context switching costs time and every missing item matters.
Collect once.
Guided intake and connected communications keep the initial story attached to the deal.
Know what is missing.
Document and readiness signals make the next request concrete, not another round of searching.
Package with confidence.
Assemble the lender-ready file from the same evidence and context you reviewed along the way.
Bring your next complex file.
See how Clara turns intake, document collection, readiness, and package preparation into one controlled workflow.
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