CP

Clearpath Processor

A Clearpath Automation, LLC product

Email Address

Password

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CP

Clearpath Processor

Clearpath Automation, LLC

Main

Admin

Z

Zak Zouhari

Admin

Dashboard

Recent Loans

Integration Settings

Configure Simple Nexus integration and default email addresses. These settings are shared across all loan files.

Simple Nexus Intake Email (for submitting loans to underwriting)

Borrower Portal URL Pattern (use {loan_number} as placeholder)

Included in all borrower outreach so they know where to upload missing docs.

Default Underwriter Email (fallback if no Simple Nexus email)

Sender Name (appears in outgoing emails)

Twilio Phone Number (for SMS outreach)

Team Members

New Loan File

Borrower Name *

Co-Borrower Name

Borrower Email

Borrower Phone

Loan Amount

Loan Type

Loan Purpose

Status

Property Address

Property Type

Assign To

Notes

New User

Full Name *

Email Address *

Role *

Password *

Send Email

Template

To *

To Name

Subject *

Message *

Sent from: Clearpath Processor <zzouhari@rmchomemortgage.com>

Add Missing Item

Item Description *

AI Analysis Result

Import MISMO XML

Upload a MISMO 3.x XML file to automatically create a new loan file with borrower info, loan details, and a standard missing items checklist pre-populated.

Drop MISMO XML file here or click to browse

Accepts .xml files — max 25 MB

Send Borrower Reminder

Send reminders about outstanding missing items via one or more channels. The borrower's Simple Nexus portal link will be included so they know where to upload documents.

Email — sends to borrower email address SMS — sends text to borrower phone (requires Twilio) AI Voice Call — ElevenLabs outbound call to borrower phone

Custom Message (optional — appended to default template)

Submit to Underwriter

Loan Number (appears in subject line for Simple Nexus routing)

Submission Method

Underwriter Email

Will send to the configured Simple Nexus intake email.

Generate AI cover letter and include in submission

AI Loan Analysis

Welcome to Clearpath Processor

A Clearpath Automation, LLC product

Here's everything you can do with Clearpath Processor:

Import MISMO XML

Drop a MISMO 3.x file into Loan Pipeline → automatically creates a loan with borrower data pre-filled and a standard missing-items checklist.

AI Loan Analysis

Open any loan → click AI Analyze to get a file completeness score, prioritized missing items list, and red-flag summary — powered by Claude AI.

Multi-Channel Outreach

Use Send Reminder to reach borrowers via Email, SMS (Twilio), or AI Voice Call (ElevenLabs) — all from one click.

Submit to Underwriter

Generate an AI cover letter + submit the full package to Simple Nexus, directly to the underwriter, or download a bundle manifest.

Quick start: Click Create Sample Loan on the Dashboard to see a fully-populated demo file — then explore AI Analyze, Send Reminder, and Submit to UW.

Update Loan

Status

Internal Notes