OpenClose's omni-channel mortgage solution suite enhances your team's efficiency online and in-branch resulting in a more effective borrower application experience and loan offers closing more loans faster.

Our Assist Solution Suite includes: LenderAssist™ LOS, ConsumerAssist™ Enterprise POS, DocAssist™, VendorAssist™, OC Optics™, DecisionAssist™ PPE, ConsumerAssist™ Web and Mobile Assist™.


Configurable solutions enhance the efficiencies of your loan officers


Automated real-time verification services


As the first SaaS-based mortgage technology, our customers have successfully engaged our platform from anywhere since 2003

Are You A Credit Union?

We treat our Credit Union customers like you treat your members. If you want a mortgage technology vendor, that's not us. We're your true mortgage technology partner!

Our Solution Suite includes: LenderMemberAssist™, ConsumerMemberAssist™ Enterprise POS, DocAssist™, VendorAssist™, OCOptics™, DecisionAssist™, ConsumerMemberAssist™ Web and Mobile Assist™.


Industry-leading customer support and satisfaction


Native Product & Pricing Engine for POS and LOS to present your portfolio products


Entirely configurable POS solutions ensure that your brand resonates throughout your members' mortgage application experience

Our easy-to-use origination portal establishes you as a preferred lender, increases your pull-through rates, reduces your time to close, and automates your communications.

Access All or Parts of Our Solution Suite: LenderAssist™, ConsumerAssist™ Enterprise POS, DocAssist™, VendorAssist™, OCOptics™, DecisionAssist™, ConsumerAssist™ Web and Mobile Assist™ to solve your challenges.


New, modern microservices driven UI/UX


Provide your loan officers and brokers with a branded POS that goes directly into your LOS


Growth-friendly Pricing®: Native Product & Pricing Engine included in your pricing

Mortgage Technology


Since 2002, our completely web-based mortgage technology solution automates all business channels and workflows from a centralized platform.



Our loan product and pricing software delivers instant product eligibility and accurate pricing for all mortgage loan types.



Our comprehensive mortgage automation maximizes your profitability and sustainability by allowing borrowers to have an end-to-end on-brand, engaged, and collaborative application experience.


ConsumerAssist™ Enterprise POS

Maximize your operational efficiencies with our real-time dashboard-level, data-driven reporting.



Create a game-changing TPO experience on our end-to-end POS+LOS which compliantly and effectively streamlines and automates all mortgage lending channels.

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What our customers say


We know companies toot their own horns, so you want to know what customers like you say about us, our software and our service. Here are just a handful of the testimonials our customers have shared. You'll see that there are reasons why we consistently rank at the top in Customer Service and Customer Loyalty by independent rankings and that when institutions like yours choose OpenClose they get a "True Mortgage Technology Partner."

OpenClose streamlines operations for each business channel and makes it easy to manage all of our processes, which in turn lowers our cost to manufacture loans, maximizes our productivity and ultimately provides a better experience for the borrower.

Kevin Marconi
Chief Operating Officer, United Fidelity Funding

The team at OpenClose is outstanding to work with and always provides very responsive, personalized customer support to our mortgage staff.

Don Gilliam
VP, Mortgage Lending Ascend Federal Credit Union

I am consistently humbled by your support staff’s knowledge and response times, along with closely working alongside your implementation and executive teams to implement and improve OpenClose over the course of 2019. OpenClose is truly a strategic partner for Johnson Financial Group.

Mike Rhyner
VP, Lending Application Manager, Johnson Financial Group

You have been very flexible with our needs. Everyone has been very helpful, quick to respond. That means a lot to us!

Catherine C. Haughton
Manager Mortgage Operations







Increase Conversion Rates


Some Customers have acheived up to

Improve your efficiency and reduce closing times



Required to Support


Media validation also speaks volumes beyond what you can learn from our testimonials. After launching in 1999, OpenClose continues to effectively balance our technology growth and team expansion with the same levels of superior technology and best-in-industry customer service.

Our Awards Are Stacking Up

Frequently Asked Questions

OpenClose supports residential first mortgage, second mortgage, HELOCs, lot and construction loans.

No, OpenClose was the first 100% browser-based mortgage technology.

Yes, all of our modules are highly configurable.

We are able to structure financial terms to suit each individual customer's unique needs.

OpenClose has the lowest FTE required to support in the industry.

The OpenClose platform is designed for bank, credit union, and mortgage banker multi-channel, enterprise lending.

Unlike our competitors, our Product & Pricing Engine is included at no additional cost to our customers.

Yes, consumers never lose their brand's identity through the entire experience.

OpenClose utilizes the latest encryption technology to protect you and your customers from end-to-end.

Yes, OpenClose is architected to support the various facets of omni-channel lending.

Recent News

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Adjustable-Rate Mortgage Applications Reach Highest Level in 15 Years, But Where Are They Heading?

The borrower must decide if the lower introductory rate is worth the risk of higher payments later. The recent announcement from t...

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Hello, HELOCs! Home Equity Lines of Credit Gain Traction as Equity Levels Remain Strong

Will rising HELOC volume boost the mortgage market? The mortgage industry has been abuzz lately with the potential of the HELOC. W...

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Credit Unions Are Selecting Mortgage Solutions for the Best Technology and Relationships

Credit Unions relate to OpenClose because we treat you like you treat your members Why are more and more credit unions turning to ...

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Will Soaring Car Payments and Terms Hurt Potential Homebuyers and Put Downward Pressure on Home Prices?

Car payments are becoming larger parts of borrowers’ DTI ratios for longer and longer! According to Autotrader, the average car ...

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Top Six Reasons Why More Lenders Are Choosing OpenClose’s Mortgage Tech

How the right LOS and POS systems can better your bank or credit union. Author: Vince Furey Any successful mortgage lender knows t...

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With Home Equity Levels Soaring, Will More Older Homeowners Consider a Reverse Mortgage?

Some say this misunderstood financial tool can be a smart solution The housing market may be struggling, but one thing has remaine...

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What’s Next for Homebuyers and Sellers as Mortgage Rates Rise?

Some home sellers understand the new reality and are cutting prices, while others are stubbornly allowing their properties to ling...

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JP Kelly: An outdoorsman defined by his Southern hospitality and personal relationships

When the opportunity arose for JP Kelly to launch OpenClose with his long-time friend, Jason Regalbuto, it was a no-brainer. JP ha...

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What Do July’s Strong Employment Numbers Mean for Interest Rates and the Economy?

Will the 528,000 new jobs added (nearly double the estimate) give prospective homebuyers confidence to stop canceling deals or ste...

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MBA Western Secondary Market Reception Highlight Video

The event was hosted at The Waldorf Astoria Monarch Beach Resort & Club and sponsored by OpenClose; Multi-Bank Securities, In...

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Let's Talk

You're researching Mortgage Technology solutions because you know there may be a better mortgage technology partner out there for you. We understand that! To take the next step, please fill-out the details below and an OpenClose representative will contact you soon. We're excited that you are looking to ignite your Mortgage Lending Software. Chat with us and you'll understand why more Banks, Credit Unions, Mortgage Lenders and TPOs are turning to OpenClose!


OpenClose Corporate Office
314 Clematis Street, Suite 200
West Palm Beach, FL 33401

OpenClose West Coast Office
5401 32nd Ave NW, Suite 202
Gig Harbor, WA 98335

All Inquiries
(561) 655-6418

Technical Support

LOS & Accompanying Products Support:

Product & Pricing Engine & Consumer Websites Support:

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