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


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 clients 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 #1 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







Application Conversion Rates


Consistently exceed 90%

*Results can vary and are not typical

Average Days to Close

< Days

Cycle times consistently under



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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WATCH: Industry-Leading Mortgage Software Supplemented by Premier Technology Integrations

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As Refis and Traditional Mortgage Applications Plummet, Can Non-QMs Make a Dent in Lost Volume?

With the gig economy booming, these unconventional loans are gaining popularity With interest rates rising and mortgage applicatio...

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OpenClose Adds DataVerify Solutions to Its LenderAssist™ LOS

OpenClose®, a leading fintech provider of mortgage software solutions for banks, credit unions and mortgage lenders, announced th...

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What’s the Recession Likelihood and How Will the Mortgage Market Be Impacted?

Experts weigh-in and we’ve curated their input Recession fears are looming as the Fed continues along its path to raise interest...

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Expanding Our Mortgage Technology Team to Better Assist Customers

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Expert Forecasts on the Housing Market for Mortgage Lenders and Homebuyers

Recently, the Fed raised interest rates by 50 basis points in what was the biggest rate increase since 2000, with additional hikes...

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PROGRESS in Lending Lauds Kathy Olsen of OpenClose with Most Powerful Women in Fintech Award

OpenClose®, the leading fintech provider of residential mortgage software solutions for banks, credit unions and mortgage lenders...

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Get to Know OpenClose Featuring Jason Regalbuto

Jason Regalbuto: How His Childhood Interests Help Shape OpenClose Everyday When you sit down with Jason Regalbuto, one thing is im...

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OpenClose: Our Vision and Experience Sets Us Apart

From the very beginning, OpenClose co-founders JP Kelly and Jason Regalbuto knew that building a competitive mortgage technology c...

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The Merits of Choosing a True Mortgage Tech Partner

For years, other Mortgage Loan Origination System (LOS) companies have been treating their customers as if they were actually th...

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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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