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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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.

United Fidelity Funding

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

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. OpenClose is truly a strategic partner for Johnson Financial Group.

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!

7 Mortgage






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 omnichannel lending.

Recent News

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2023 Mortgage Rates Could Stabilize Around 6%

With mortgage rates off highs, applications are revving up and down. So, what’s in store for the mortgage market? Mortgage r...

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Down payments for new and used cars are higher than ever as car loan delinquencies rise Several months ago, OpenClose™ posted a ...

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OpenClose to Bring Accelerated, Frictionless, and Comprehensive Innovation to Mortgage Technology

With its acquisition by MeridianLink®, customers gain access to cutting-edge resources that can propel their businesses forward a...

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Walking the Line Between Community Banks and Credit Unions

Occasionally lumped together, there are similarities, but also important, distinct differences When consumers, borrowers, and busi...

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OpenClose Is Paving the Way for Women in Financial Technology

Generally, women are underrepresented in the fintech space—a disparity that OpenClose is actively changing. Women in the Fintech...

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Exciting Opportunities Ahead for OpenClose Customers as We’re Now Part of MeridianLink

Acquisition to further power our industry-leading mortgage technology and support the company’s continued growth The recent news...

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Vince Furey Featured in The Last Week in Mortgage, Sponsored by MeridianLink

The event discussed ongoing macro economic, data and interest rate trends along with predictions of how those could impact the mor...

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MeridianLink® Announces Acquisition of OpenClose™

Mortgage lending technology leaders combine to offer omnichannel mortgage solutions that improve efficiency while reducing costs a...

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The Fed’s Latest Rate Hike Set to Impact the Mortgage Market

Here’s how experts say the Fed’s historic move will affect the housing market The Federal Reserve raised interest rates 0.75 p...

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Where Is the U.S. Housing Market Heading?

We combed expert opinions to get a feel for the future and current state of the market. Mortgage rates climbed above 7% this week,...

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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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