Now accepting applicationsRealtors · Brokers · Attorneys →
For Banks & Lending Institutions

Your loan officers are leaving millions on the table.

Every LO has a book of past borrowers sitting idle. Rates move, clients sell and buy again — and competitors with automated systems capture that revenue before your team even knows.

Clovet gives every loan officer the same agentic AI — monitoring their book, routing leads from the network, and handling deal coordination from application to close.

Loan Officer Dashboard

LIVE
S

Sarah Chen

12 active loans · 2 CTC ready

$8.4M

score: 94

M

Marcus Webb

9 active loans · 1 CTC ready

$6.1M

score: 81

P

Priya Patel

16 active loans · 3 CTC ready

$11.2M

score: 97

D

David Kim

7 active loans · 0 CTC ready

$4.8M

score: 72

Total pipeline

$30.5M across 44 loans

Deal Flow — Fully AutomatedLIVE
✓

Realtor submits deal — 47 Park Ave, $1.08M

Network routes to available LO — Sarah Chen

Pre-approval confirmed · Borrower notified

Title ordered through Clovet automatically

CTC pushed · Rate lock hit in time

What your institution is losing

Your LOs are great lenders. Your systems are losing their deals.

💸

Refinance revenue going to competitors

Rocket, Better, and every online lender has an automated rate-watch system. When rates drop, they alert your past clients before your LOs even check the market. You lose the refi. They get paid.

🧊

Pre-approvals expiring with no follow-up

A buyer gets pre-approved by your LO, then goes quiet. Without an automated follow-up system, 30% of those buyers end up closing with a competitor who simply stayed in touch.

📵

LOs dependent on fragile referral relationships

Each LO works 2-4 realtor relationships. When those realtors have slow quarters, your entire pipeline slows. You have no systematic source of new business outside of who your LOs happen to know.

📞

Status calls killing LO productivity

Borrowers call their LO for status. LOs call the closing attorney for status. The closing attorney calls the title company. None of this produces a loan — it just produces phone calls that burn hours every day.

🕳️

No management visibility until problems surface

Rate locks expire without action. CTC opportunities are missed. Deals fall out. You find out after the fact, not in time to intervene. Pipeline management is reactive, not proactive.

🏃

Top LOs leave for independent broker shops

The best originators go independent because broker shops give them more tools, more flexibility, and access to more lenders. You can retain them by giving them a platform that makes them more productive than they'd be anywhere else.

Every LO. Every deal.

Give your entire team the tools the top 1% already use.

⚡

Instant CTC push alerts

Every LO gets a push notification the moment their file clears — before the title company emails anyone. Rate locks hit. Closings stay on track.

📥

Network lead routing

Every realtor and attorney in the Clovet network is a source of new borrowers. Leads are routed to your LOs automatically based on capacity, performance, and location.

📉

Refinance watch — entire book

Every loan your institution has ever closed is monitored 24/7. Rate drop triggers go to the assigned LO with borrower details and savings calculation. You capture the refi.

💬

Borrower auto-updates

Status texts and emails sent automatically at every title milestone. Borrowers feel taken care of. Your LOs field fewer calls and close faster.

📊

Management dashboard

Full visibility into every LO's pipeline — deal count, volume, CTC status, network score, and refi opportunities. No more flying blind on your own production.

📋

Compliance documentation

RESPA disclosures, loan estimate delivery, rate lock documentation — all tracked and timestamped automatically. Audit-ready at any time.

Refi Alert Firing

Jennifer M.

Assigned to Sarah Chen

$480/mo

monthly savings

CURRENT

7.25%

→

MARKET

6.3%

⚡ Outreach drafted · Alert sent to assigned LO
Compliance TrackingALL CLEAR

RESPA disclosure timing

Compliant

Loan estimate delivery

Auto-tracked

Rate lock documentation

On file

Closing disclosure timeline

Monitored

Affiliated business disclosure

Auto-generated

$0

Cost per network lead

100%

Of closed loans monitored

Instant

CTC notification

24/7

AI working the book

The network effect

Every deal deepens your position. More deals in, more leads out.

01

LO processes a loan through Clovet

Title, closing, and homeowner's insurance are all coordinated automatically. The borrower is updated at every stage. The LO gets the CTC push. The deal closes clean.

02

Institution network score rises

Every deal closed through Clovet builds your institution's position in the network. Higher-performing banks get priority routing when new borrowers enter the system from realtors and attorneys.

03

New leads route to your LOs automatically

Realtors and attorneys using Clovet need a lender on every deal. Your institution is introduced as a trusted network partner — no cold calls, no referral fees, just warm introductions from the platform.

Every LO

gets the same AI toolkit on day one

Zero

additional headcount to grow loan volume

All past clients

monitored for refi and purchase activity

Instant

CTC for every loan in the institution

What flows through Clovet

Every loan your bank processes through Clovet captures three services automatically.

The same services your borrower needs anyway.

⚖️

Closing attorney

Built into every loan

Loans processed through Clovet coordinate with Clovet's closing attorney as the platform default. Your borrower gets a fully integrated closing — no separate attorney coordination, no dropped communication.

📋

Title

Automatic — follows the closing

Once closing runs through Clovet, title is coordinated automatically. No separate vendor, no coordination calls, no follow-up required from your LO. Built into every deal.

🛡️

Home insurance

Introduced before closing

Your borrower needs coverage before the loan closes. Clovet connects them to our preferred insurance partner at exactly the right moment — the requirement is met, the introduction is handled.

Your competitors are already automating this.

Every month you wait is another month of refinance revenue going to Rocket, pre-approvals going cold, and top LOs wondering if the grass is greener. Clovet is the platform that changes all three — for every loan officer on your team, on day one.

Reviewed personally · Institutional onboarding available