---
title: CL Originate Reviews
meta_title: 'CL Originate Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how CL Originate works for a business like yours.
aggregate_rating:
  rating_value: 4.0
  review_count: 1
  scale: '5'
date_modified: '2025-10-30'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---


# CL Originate Reviews
**Vendor:** Q2 Software  
**Category:** [Loan Origination Software](https://www.g2.com/categories/loan-origination)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 1
## About CL Originate
CL Originate is a customer-centric loan origination and underwriting for banks, credit unions, lessors and alternative finance companies.




## CL Originate Reviews
  ### 1. CL Originate Review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Shubham  G. | Product Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 18, 2022

**What do you like best about CL Originate?**

Web based solution which means that document management, user onboarding, compliance and loan management become very easy

**What do you dislike about CL Originate?**

None as such, only that a SaaS solution means that troubleshooting requires a higher familiarity with digital softwares in general

**Recommendations to others considering CL Originate:**

One of the few softwares in an already niche space, easy to use and support is always quick and very helpful

**What problems is CL Originate solving and how is that benefiting you?**

Using CL Originate to manage compliances, loan origination and management as well as financial statement analysis


## CL Originate Discussions
  - [What is CL Originate used for?](https://www.g2.com/discussions/what-is-cl-originate-used-for)

- [View CL Originate pricing details and edition comparison](https://www.g2.com/products/cl-originate/reviews?page=1&section=pricing&secure%5Bexpires_at%5D=2026-08-10+11%3A55%3A19+-0500&secure%5Bsession_id%5D=c576fb73-8c80-4382-a842-454151bf29a4&secure%5Btoken%5D=b0d04154e6d9fb02d23081f550591bb77a6c887cf1b0f3bd37cd05b168e8a4a0&format=llm_user)

## CL Originate Features
**Agentic AI - Loan Origination**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making
- Accounting Integration
- Third-Party Integrations

**Additional Functionality**
- API
- Pipeline Management
- Workflow Management
- Online Applications
- Audit Trail
- Payment Collection
- Activity Dashboard
- Self Service Portal
- Status Tracking
- Scheduling
- Customer Database
- Document Storage
- Activity Tracking
- Data Import/Export
- Loan Processing
- Cash Flow Management
- Risk Management
- Dashboard
- For Commercial Business
- AI Copilot
- Financial Analysis
- Generative AI
- Configurable Workflow
- Financial Management
- Loan Origination
- Customizable Reports
- Loan Portfolio Management
- Secure Data Storage
- ACH Payment Processing
- Compliance Management
- Client Portal
- Document Management
- Borrower Management
- Credit Check
- Risk Assessment
- Reporting & Statistics
- Lead Management
- Real-Time Reporting
- CRM
- Contact Management
- Automated Decisioning/Underwriting
- Customizable Branding
- Task Management
- Loan Management
- Rules-Based Workflow
- Template Management
- Reminders
- Client Management
- Electronic Signature
- Alerts/Notifications
- Digital Signature
- Task Scheduling
- Transaction History
- Accounting
- Document Templates
- Customizable Templates
- Approval Process Control
- Multi-Company
- Electronic Payments
- Pricing Management
- Customer Management
- Communication Management

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