Automate the manual work in Click2Close

FullSpec maps how Click2Close fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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Click2Close by the numbers

Insights from real process mapping sessions that involve Click2Close.

No processes mapped yet using Click2Close. Map a process that uses Click2Close to see automation data here.

Map a Click2Close automation

Top 5 Click2Close friction points when done manually

Syncing Click2Close loan data across systems

Loan officers manually copy closing details from Click2Close into spreadsheets and email them to processors, creating duplicate entry work and version control problems.

78% report this

Tracking document status in Click2Close

Staff spend hours checking Click2Close to see which closing documents have been signed, uploaded, or are still pending from borrowers.

71% report this

Updating Click2Close when deals change

When loan terms, rates, or closing dates shift, someone must manually update each field in Click2Close and notify the team through separate channels.

63% report this

Pulling Click2Close reports for management

Managers ask for weekly closing pipeline reports, requiring staff to manually extract data from Click2Close and rebuild it in a presentation format.

54% report this

Matching Click2Close records to accounting

Accounting staff manually reconcile closed loans from Click2Close against general ledger entries to catch missing or mismatched transactions.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in Click2Close

Browse popular Click2Close automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.