Automate And Scale Your Customer Onboarding
Onboard clients through your workflow, not around someone else’s. A bespoke system, automated with AI, built to fit how your team already runs.
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From first enquiry to signed and complete, every step feels effortless. Whether you’re capturing new leads, onboarding a client, or collecting the information you need to get the work done, Clearpolicy guides people through it one clear step at a time - on any device, in their own time. No confusing forms. No chasing. Just a straight path from interest to completion.
Clients onboard themselves while you focus on winning deals. Zero manual input required.
Send a request in seconds
Start onboarding from the dashboard, or simply send a text - SMS, Telegram, or WhatsApp. If your team uses ChatGPT or Claude, type the request straight from the chat app.
Fact find auto-fills
Clients complete beautifully designed custom forms, upload documents, sign disclosures like the credit guide and privacy consent, and connect their bank account. Or they skip forms entirely: upload documents, sign, and the system fetches bank statements and a credit report, validates everything, and prefills the form from the documents. The whole workflow is completely customisable to your preferences.
Request documents
Documents are collected automatically as part of your forms workflow, but you can request documents manually at any time. Simply tell the ClearPolicy AI Assistant what to request and it automatically generates a document collection form that gathers documents, signatures, and bank statements. Do it from the dashboard, or just message your AI assistant via SMS and other channels.
AI validates and extracts
The AI Document Assistant validates all information across forms and documents. It checks for completeness, cross-checks every detail, and identifies issues, inconsistencies, and fraud before anything reaches your desk.
Send eSign Envelopes
Send additional documents for signature inside a deal, or send eSign requests without creating a deal at all - just like other major eSign providers. Bundle multiple documents into one envelope and send to multiple parties, with SMS verification and audit trails.
You review the complete package
All data in CRM. All docs validated. All forms signed. Complete file ready for processing or export to your business system.
Client forms that handle the most complex workflows
Build beautiful forms with conditional logic, multiple applicants, and branching scenarios that adapt to every answer. 20+ question types, ABN lookup, bank connections, document uploads, and eSign are built in, so even the most complex application flows feel simple for your clients.
Automated workflows take care of all the repetitive tasks
Automated reminder sequences chase incomplete forms, missing documents, and unsigned agreements so your team never has to. Build no-code automations that trigger emails, SMS, tasks, and team assignments, manage tasks across every deal, and much more.
Dashboards for your whole business
Create dashboards that give you a precise view of your clients, your business, and every client onboarding: how long deals stay in each stage, how long it takes to onboard a client, your numbers, team performance, and much more. Share them with team members, or with other organisations belonging to your parent organisation, so everyone works from the same picture.
Tools that go beyond expectations
Beautiful forms
Drag-and-drop form builder with 20+ question types, conditional logic, and ABN lookup.
Document collection
Automatic requests based on customer profile and form answers. Client portal with drag-and-drop uploads.
AI validation
AI checks completeness, reads content, extracts key data. Flags missing info and any warning signs automatically.
eSignature
Send compliance docs for signing. Authority forms, credit guides. SMS verification.
Auto reminders
Email and SMS reminders for incomplete forms, missing documents, unsigned agreements.
Workflow automation
Trigger actions on form submit. Send emails, create tasks, assign team. No-code builder.
Data extraction
AI reads payslips, bank statements, tax returns. Extracts income and expenses into CRM.
Real-time tracking
See client progress live. Know when forms opened, docs uploaded, agreements signed.
Custom branding
Your logo, colors, domain. Branded emails, landing pages, and white-label client portal.
Frequently asked questions
ClearPolicy is an AI-powered client onboarding and CRM platform built specifically for Australian mortgage brokers, finance brokers, and credit providers. It automates document collection, fact finds, eSignatures, compliance forms, and client communications so brokers can focus on closing deals instead of chasing paperwork.
ClearPolicy automates the entire onboarding process in 6 steps: (1) The client receives a branded email with a secure form link. (2) A smart fact find auto-fills with conditional logic and ABN lookup. (3) Documents like payslips, bank statements, and IDs are automatically requested based on the loan type. (4) AI validates and extracts data from uploaded documents. (5) eSign is triggered for authority forms, credit guides, and privacy policies. (6) The broker reviews a complete, ready-to-submit client package - no manual input required.
ClearPolicy automatically collects payslips, bank statements, tax returns, identification documents (drivers licence, passport), authority to act forms, credit guides, privacy consent forms, employment letters, ABN registrations, and business financial statements. Document requests are tailored based on the loan type and the client's answers, so only relevant documents are requested.
ClearPolicy reduces client onboarding time from approximately 12 hours of manual work to just 45 minutes of broker review time per client. This includes saving roughly 3 hours on data entry, 4 hours chasing documents, 2 hours on document validation, 1.5 hours on printing and scanning forms, and 1.5 hours on manual reminders - a 95% reduction in manual work per client.
Yes. ClearPolicy is purpose-built for Australian mortgage brokers, finance brokers, commercial brokers, and credit providers. It supports residential home loans, commercial lending, equipment finance, vehicle finance, personal loans, and business lending workflows with tailored onboarding forms and document requirements for each.
See it in action
Launch smart, AI-powered digital workflows that streamline customer experience and your internal workflows.
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