Stip clearing for community lenders

Stop chasing
stips.

PaperClose reads every file, sees which stips are still outstanding, follows up with the borrower by email and text, checks what comes back, and clears them in your LOS — so the file's ready to close. Automatically.

No credit decisions · No voice bots · No LOS replacement
live · auto-clearing
Loan #4471 · Auto · J. ReyesOutstanding stips
0 of 5 cleared
  • Pay stub — last 30 daysrequested via emailOutstanding
  • Proof of insurancerequested via SMSOutstanding
  • Driver's licensere-requested — expired copyOutstanding
  • Bank statementreceived · matchedOutstanding
  • Signed disclosurereceived · legibleOutstanding
PaperClose → borrower: "Hi Jordan — you're almost done. We just need one quick item: a current copy of your driver's license. Tap here to upload. Thanks!"
Built for the lenders the big vendors skip — Credit unions·Community banks·CDFIs·Auto & indirect·SBA & small-business
The hidden cost in every file

Your processors aren't underwriting. They're chasing stips.

Emailing borrowers, waiting, re-checking, asking again — the same documents, over and over. Stips, conditions, trailing docs, whatever you call them, it's the quiet tax on every loan you fund, and it scales only by hiring more people.

28%

of borrowers report being asked to supply the same document more than once during the process.

Source: Gallup, cited by ProcessMaker
~1 hr

of manual follow-up labor sunk into the average file — multiplied across every loan, every month.

Illustrative planning estimate
40–60%

faster stip-to-clear time once the chasing, the checking, and the re-requests run themselves.

Target pilot outcome
How it works

One closed loop, running on every file.

PaperClose sits beside your LOS and turns the follow-up cycle into something that finishes itself — with a human in control wherever you want one.

🔍
01 · DETECT

Knows which stips are open

Reads the file against your own checklist, per loan product — and tells apart "not received" from "wrong, expired, or unreadable."

✉️
02 · REACH OUT

Chases the borrower

Branded, plain-language requests across email, SMS, and portal — one consolidated ask, smart cadence, quiet hours. Never the same document twice.

03 · CHECK

Validates what returns

Auto-classifies and matches each upload to its open stip, checks completeness and expiry, then clears it — or sends a specific, friendly re-request.

🔄
04 · SYNC

Clears it in your LOS

Writes every status change back and surfaces what's blocking the close on one dashboard. Your system of record stays current — no double entry.

Human-in-the-loop

Auto-send, or queue every borrower message for processor approval — your call, per message type. Anyone can take over a file at any time.

Full audit trail

Every message, upload, check, and status change is logged and timestamped — examiner-ready, with nothing happening off the record.

Reg B clock assist

Tracks the information-request window and flags files nearing the deadline, helping you meet notice-of-incompleteness obligations.

Why there's nothing for risk to re-architect

The things we deliberately don't do.

Every "no" here is what keeps your sales cycle — and your compliance review — short. PaperClose only gathers and clears. It never decides.

We don't —

Make credit decisions

No approving, denying, pricing, or scoring. No model-risk management or fair-lending testing to inherit.

✓ Your policy stays your policy
We don't —

Use voice bots

Text, email, and portal only — by design. We sidestep the heaviest call-quality and compliance risk entirely.

✓ Fewer, clearer touchpoints
We don't —

Replace your LOS

Your LOS stays the system of record. We read from it and clear stips back into it — that's the whole footprint.

✓ Live in days, not quarters
Sits beside your stack

Plugs into the LOS your institution already runs.

The platforms small lenders actually use expose modern REST APIs, webhooks, and partner programs — so PaperClose connects cleanly. No migration, no switching, no rip-and-replace.

Consumer · CUMeridianLink
REST APIs + partner-marketplace listing. Our lead consumer integration.
Credit union LOSOrigence arc OS
Native to "satisfy stipulations" online; standardized APIs to core & third parties.
Bank & CUnCino
Platform APIs + partner ecosystem across 2,700+ institutions.
MortgageEncompass
Developer Connect (OAuth 2.0) + webhooks on Enhanced Conditions & Workflow Tasks.
Commercial · SBAAbrigo
Community-bank & CU lending platform; commercial, CRE, consumer & SBA.
Bank & CUBaker Hill
Modular LOS for community banks & credit unions, built around smart integrations.
MortgageLendingPad
Modern, API-friendly LOS for lenders, brokers & credit unions.
Alt · fintechLoanPro
API-first origination & servicing core for alt lenders and digital CUs.

No API access yet? Start LOS-light: a simple export of open stips and borrower contacts is enough to go live and prove value in weeks — the deep, bidirectional integration happens quietly in the background.

🔒 SOC 2 Type II (roadmap) 🔒 GLBA-aligned PII handling 🔒 TCPA-compliant SMS · opt-out 🔒 ESIGN e-consent 🔒 Encrypted in transit & at rest 🔒 No training on your data
Pricing

Priced to a fraction of the labor it removes.

Small enough to clear without a procurement battle. Start on one product, one team — expand when the hours speak for themselves.

Platform + usage
$1,500–$4,000 / mo
  • Scaled to your asset tier & loan volume
  • Plus $15–$40 per file PaperClose actively manages
  • Console, integration & support included
  • Smallest shops: flat $300–$600 / processor / mo
  • Month-to-month, or ~15–20% off annual

What it's worth to you

Drag to match your shop. Assumes a loaded cost of $40/hr for processor time.
300
60
MONTHLY LABOR SAVED
$12,000
EST. RETURN
3.2×
Estimate only · vs. est. PaperClose cost of $3,800/mo. Real results confirmed in your pilot.
The 90-day pilot

Give us one product. We'll show you the days we take out.

One loan product, one processing team, a defined cohort. Live fast, calibrated carefully, with the numbers agreed up front.

WEEKS 1–2

Setup

Configure your stip checklists, branding, templates, and approval rules. Connect the LOS-light feed. Security review with IT.

WEEKS 3–4

Shadow & approve

PaperClose drafts every borrower message; your processors approve and edit. We calibrate tone, cadence, and stip logic, and baseline the metrics.

WEEKS 5–8

Go live on the cohort

Trusted message types move to auto-send. Inbound checking and auto-clear switch on. Webhook read-integration stands up. Weekly metric reviews.

WEEKS 9–11

Scale within the pilot

Expand to the full team and more files on the same product. Tighten exception handling.

WEEK 12

Readout & expand

Results vs. the criteria we set: stip-to-clear time, hours saved per file, zero duplicate requests. Then convert and add the next product.

Questions we get first

The honest answers.

Doesn't our LOS already track stips?+

It tracks — it doesn't chase. Your LOS shows what's outstanding; PaperClose does the borrower follow-up and the inbound checking — the actual human labor — and clears the stip back into your tracker. You keep one source of truth and lose the legwork.

Is this an eClosing or settlement tool?+

No. PaperClose works before the close — it clears the stips and conditions that are holding a file up, so it reaches "clear to close" faster. It doesn't generate closing packages, handle eSign at the table, or touch settlement. It hands you a clean, complete file.

Will Compliance be nervous about this?+

This is the part Compliance tends to like. We make no credit decisions, every borrower message can require human approval, we keep a complete audit trail, and we actively help with Reg B notice-of-incompleteness timing. There's no model to validate and no fair-lending surface to test.

We're small and busy — how hard is it to start?+

The LOS-light path needs only an export of open stips and borrower contacts, so a pilot goes live in days. Messages queue for your approval at first, then move to auto-send as you build trust. The deeper API integration happens in the background while you're already seeing value.

Will borrowers feel like they're talking to a bot?+

Messages go out branded as your institution, in plain language, and consolidated into one clear ask. Borrowers get fewer, clearer requests — not more noise — and never get asked for the same document twice. That usually improves the experience, not the opposite.

Stop being a follow-up engine

Let your team handle people. We'll handle the stips.

A 90-day pilot on a single loan product. No LOS migration. No credit decisions. Just hours and days, back.