Document automation for Loan Creation

Knackly provides a powerful, intake-to-case-closed workflow that eliminates duplication, repetition, and errors. Handling all of your loan creation needs.


Knackly trusted by more than 150+ companies across the globe

Knackly is built for loan creation

The loan process involves multiple parties, including borrowers, lenders, and legal professionals. Streamlining the creation of loan documents allows for a more efficient loan origination process. Faster document creation means less time spent waiting for paperwork, reducing delays and enabling loans to be processed and approved more quickly.

Making sure you have a system that can handle complex signature blocks is essential to ensure your loan documents are created quickly.


Here’s how Knackly helps you create accurate documents faster

Send client intake responses straight into documents

With Knackly’s External Intakes™ feature, your clients can fill out their own information in easy, step-by-step online forms. That information is then piped directly into the correct documents for this point in their case.

  • Works on any device (PC, Mac, tablet, or phone).
  • Use multiple External Intakes™ in your workflow to gather only the information you need, when you need it.
  • Clients can upload documents.

Guide your clients through smarter forms

Knackly’s Intake Builder™ means you can automatically ask the appropriate questions for each document you automate — without needing to manually show or hide form fields or document outputs.

Not only does Intake Builder™ reduce time spent for both you and your clients, it cuts down on errors. And because you no longer need to train employees in cumbersome form-building, your staff can get to work faster.

  • Automatically guide clients through the right questions to create documents.
  • Ensure document accuracy (because nothing gets missed).
  • Create document sets based on case status.

Produce more loans in a fraction of the time

Draft high-quality and accurate loans in a fraction of the time without spending thousands or hiring more staff. That’s how Knackly users grow their practices.

Output to multiple Word and PDF documents

Knowing which document is right for a client takes time and training. With Knackly you can create a document system that selects the right documents automatically. Saving your staff time trying to figure out which documents to use.

Let Intake Builder™ guide your staff and clients through questions that automatically select the right documents and collect the right information

  • Create multiple Word documents.
  • Create multiple automated PDF documents.
  • Let the system select the right documents.

Enter information just once and use it anywhere

Every law practice requires entering information about clients and other people involved in each case, and defining their role in the case. That’s not a problem.

The problem is when you have to enter that information again when assigning those people a new role (for example, petitioner vs. respondent)… again, and again.

With Knackly, enter each person’s information just once for use in any role. Simply select the right person from the dropdown menu whenever you need — no duplicate data entry necessary.

Don’t just take our word, see what Knackly users are saying

“This is a really great product. It is still being refined. Eventually this will be the product to use regardless. There are still some missing features that some people might miss but overall really great.”


Michael S.

Operations Manager

“I’ve been able to do everything I have needed to do in Knackly so far. I like using the external client interviews and look forward to the coming improvements they will release.”


Daniel V.


“I’m still in the implementation phase but so far it is an amazing product. There is a little bit of a learning curve but the customer support is fabulous!”


Noel M.


Over 50% of Knackly users come to us after trying other solutions that can’t do what we do

Why not skip the struggle, and just start using Knackly now? Knackly is easy to start using, and easy to leave if you don’t love it. Choose a monthly or yearly plan, and cancel anytime for any reason.

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