What makes ClearPolicy CRM different from generic CRMs?

ClearPolicy is purpose-built for finance brokers, not a generic CRM adapted for broking. It includes AI-powered document validation that auto-classifies 40+ document types, broker-specific deal pipelines (New, In Progress, Submitted, Settled), and workflow automation designed around broker processes like lender submissions and document chasing.

Does ClearPolicy CRM validate documents with AI?

Yes. ClearPolicy uses AI to auto-classify 40+ document types, detect tampering and forgeries, and extract data with 98% accuracy. Documents are automatically renamed and organized, saving brokers hours of manual review per week.

What integrations does ClearPolicy CRM support?

ClearPolicy integrates with Gmail for email sync, SendGrid for outbound email campaigns, Twilio for SMS messaging, built-in eSign for digital signatures, and supports custom webhooks for connecting to other tools in your workflow.

Can I build custom forms without coding?

Yes. The no-code form builder supports 40+ question types with conditional logic, formula calculations, and ABN/business lookups. Forms auto-create customers on submission with all data mapped directly into your CRM.

Is ClearPolicy CRM suitable for mortgage brokers?

Yes. ClearPolicy is built specifically for mortgage brokers, finance brokers, commercial brokers, and credit brokers operating in Australia. It includes broker-specific deal stages, lender-specific workflows, and compliance features tailored to Australian regulations.

How does workflow automation work in ClearPolicy?

ClearPolicy workflow automation uses a trigger-based system where you define multi-step workflows without code. Triggers include form submissions, tag additions, or scheduled times. Actions include sending emails, SMS, creating tasks, adding tags, and starting other workflows, with conditional logic based on customer data.

Your CRM is outdated

A modern, AI-agent powered CRM purpose-built for finance brokers. Manage customers, validate documents with AI, automate workflows and close deals 3x faster. No generic CRM complexity.

Book a demo See what it does

CRM dashboard

Sarah Chen

Individual

3 deals

James Walsh

Business

1 deals

Emma Davies

Individual

2 deals

500+

Users, and growing

10hrs

Saved per week

Faster deal close

Old school CRMs waste broker time

47%

Deal fallout rate

Deals lost to missing documents and manual follow-ups that slip through the cracks.

12hrs

Weekly admin waste

Manual data entry, document chasing and email management eating into selling time.

23%

Document errors

Fake and tampered documents slip through manual review. No automated validation.

Built for AI intelligence, client onboarding and automation

PayslipVerified

Bank statementVerified

Drivers licenceVerified

Rates noticePending

AI document validation

Auto-classify 40+ document types. Detect tampering and forgeries. Extract data with 98% accuracy.

TriggerForm submitted

ActionCreate customer

Wait2 hours

ActionSend follow-up

Workflow automation

Multi-step workflows with triggers, conditions and actions. No code required. Save 10+ hours weekly.

Submit

CRM-integrated forms

40+ question types with conditional logic. Auto-create customers on submit. Full CRM integration.

Documents that validate themselves

AI classifies, validates and extracts data from every document automatically. It catches forgeries, flags tampering and organises files with 98% accuracy.

Auto-classify 40+ document types

Classification

Detect tampering and forgeries

Security

Extract data automatically

AI extract

Smart file renaming patterns

Automation

Document validator

Processing: drivers_license_001.pdf

Classification: drivers licence (94%)

Quality: good — document is clear

Authenticity: verified — no tampering

Expiry: 2027-03-15

Extracted data

Name: Sarah Chen

License no: 123456789

State: NSW

→ Renamed: CHEN_Sarah_DriversLicense_NSW_2027-03-15.pdf

Automate the boring stuff

Build multi-step workflows with triggers, conditions and actions. No code required. Save 10+ hours weekly.

Automation flow

▶

Trigger

Form submitted

Action

Create customer

Action

Validate documents

⏱

Wait

Wait 2 hours

Action

Send follow-up email

Condition

If docs incomplete

Action

Create task for review

✓

End

Automation complete

Trigger on form submit, tag add, or schedule

Send emails and SMS with dynamic data

Wait for business hours or specific times

Conditional logic with customer data

Create tasks, add tags, start other workflows

No-code builder

A drag-and-drop workflow builder. Set it once, save 10+ hours weekly on follow-ups, data entry and document chasing.

Everything you need. Nothing you don’t

Customer management

Individual and business customers. Track relationships, warnings, consents and communication history.

IndividualsBusiness

Deal pipelines

New → In progress → Submitted → Settled. Track every deal with scenario linking.

KanbanStages

Task management

Assign tasks to teams. Priorities, checklists, due dates, snooze and recurring tasks.

RecurringAssign

Form builder

40+ question types. Conditional logic, calculations and CRM integration. No-code creation.

No-code40+ types

E-signature

Multi-signer documents. Sequential signing. Audit trails. Date auto-fill. Fully compliant.

Bulk sendAudit trail

Communication

Gmail sync. SendGrid integration. SMS via Twilio. All conversations in one place.

EmailSMS

Custom objects

Track assets, liabilities or custom data. Flexible schema. Ownership shares. Aggregations.

FlexibleSchema

Team management

Multi-level organisations. Role-based access. Team assignments. Workload tracking.

RolesTeams

Analytics

Form analytics. UTM tracking. Conversion rates. Deal reports. Export everything.

ReportsUTM

Forms that update customers automatically

Build custom forms with 40+ question types. When someone submits, customers get created automatically with all data mapped.

Application forms

Lead forms

Create forms automatically

Native CRM integration

Asset and liability tracking

eSign integration

Disclaimer and consent

ABN and business lookup

Conditional visibility

Formula calculations

AI form generation

Analytics and tracking

Form builder

Full name

Text input

Asset type

Vehicle

Equipment

Upload licence

File upload → auto-validate with AI

On submit → create customer + validate docs

Generic CRM vs ClearPolicy

Generic CRM

ClearPolicy

Manual document review

AI validates documents automatically

No finance-specific fields

Built for finance brokers

Generic automation tools

Lender-specific workflows

Basic form builders

CRM-integrated forms with auto-create

Separate tools for eSign

eSign built in with SMS verification

Complex setup process

Live in 10 minutes

Questions

Frequently asked questions

Ditch the spreadsheets.Start closing deals.

Join brokers who closed 3x more deals after switching to ClearPolicy CRM. Purpose-built for finance. No generic complexity.

Book a demo

7-day free trial · No credit card · Setup in 10 minutes

Your CRM is outdated

A modern, AI-agent powered CRM purpose-built for finance brokers. Manage customers, validate documents with AI, automate workflows and close deals 3x faster. No generic CRM complexity.

Book a demo See what it does

CRM dashboard

Sarah Chen

Individual

3 deals

James Walsh

Business

1 deals

Emma Davies

Individual

2 deals

500+

Users, and growing

10hrs

Saved per week

Faster deal close

Old school CRMs waste broker time

47%

Deal fallout rate

Deals lost to missing documents and manual follow-ups that slip through the cracks.

12hrs

Weekly admin waste

Manual data entry, document chasing and email management eating into selling time.

23%

Document errors

Fake and tampered documents slip through manual review. No automated validation.

Built for AI intelligence, client onboarding and automation

PayslipVerified

Bank statementVerified

Drivers licenceVerified

Rates noticePending

AI document validation

Auto-classify 40+ document types. Detect tampering and forgeries. Extract data with 98% accuracy.

TriggerForm submitted

ActionCreate customer

Wait2 hours

ActionSend follow-up

Workflow automation

Multi-step workflows with triggers, conditions and actions. No code required. Save 10+ hours weekly.

Submit

CRM-integrated forms

40+ question types with conditional logic. Auto-create customers on submit. Full CRM integration.

Documents that validate themselves

AI classifies, validates and extracts data from every document automatically. It catches forgeries, flags tampering and organises files with 98% accuracy.

Auto-classify 40+ document types

Classification

Detect tampering and forgeries

Security

Extract data automatically

AI extract

Smart file renaming patterns

Automation

Document validator

Processing: drivers_license_001.pdf

Classification: drivers licence (94%)

Quality: good — document is clear

Authenticity: verified — no tampering

Expiry: 2027-03-15

Extracted data

Name: Sarah Chen

License no: 123456789

State: NSW

→ Renamed: CHEN_Sarah_DriversLicense_NSW_2027-03-15.pdf

Automate the boring stuff

Build multi-step workflows with triggers, conditions and actions. No code required. Save 10+ hours weekly.

Automation flow

▶

Trigger

Form submitted

Action

Create customer

Action

Validate documents

⏱

Wait

Wait 2 hours

Action

Send follow-up email

Condition

If docs incomplete

Action

Create task for review

✓

End

Automation complete

Trigger on form submit, tag add, or schedule

Send emails and SMS with dynamic data

Wait for business hours or specific times

Conditional logic with customer data

Create tasks, add tags, start other workflows

No-code builder

A drag-and-drop workflow builder. Set it once, save 10+ hours weekly on follow-ups, data entry and document chasing.

Everything you need. Nothing you don’t

Customer management

Individual and business customers. Track relationships, warnings, consents and communication history.

IndividualsBusiness

Deal pipelines

New → In progress → Submitted → Settled. Track every deal with scenario linking.

KanbanStages

Task management

Assign tasks to teams. Priorities, checklists, due dates, snooze and recurring tasks.

RecurringAssign

Form builder

40+ question types. Conditional logic, calculations and CRM integration. No-code creation.

No-code40+ types

E-signature

Multi-signer documents. Sequential signing. Audit trails. Date auto-fill. Fully compliant.

Bulk sendAudit trail

Communication

Gmail sync. SendGrid integration. SMS via Twilio. All conversations in one place.

EmailSMS

Custom objects

Track assets, liabilities or custom data. Flexible schema. Ownership shares. Aggregations.

FlexibleSchema

Team management

Multi-level organisations. Role-based access. Team assignments. Workload tracking.

RolesTeams

Analytics

Form analytics. UTM tracking. Conversion rates. Deal reports. Export everything.

ReportsUTM

Forms that update customers automatically

Build custom forms with 40+ question types. When someone submits, customers get created automatically with all data mapped.

Application forms

Lead forms

Create forms automatically

Native CRM integration

Asset and liability tracking

eSign integration

Disclaimer and consent

ABN and business lookup

Conditional visibility

Formula calculations

AI form generation

Analytics and tracking

Form builder

Full name

Text input

Asset type

Vehicle

Equipment

Upload licence

File upload → auto-validate with AI

On submit → create customer + validate docs

Generic CRM vs ClearPolicy

Generic CRM

ClearPolicy

Manual document review

AI validates documents automatically

No finance-specific fields

Built for finance brokers

Generic automation tools

Lender-specific workflows

Basic form builders

CRM-integrated forms with auto-create

Separate tools for eSign

eSign built in with SMS verification

Complex setup process

Live in 10 minutes

Questions

Frequently asked questions

Ditch the spreadsheets.Start closing deals.

Join brokers who closed 3x more deals after switching to ClearPolicy CRM. Purpose-built for finance. No generic complexity.

Book a demo

7-day free trial · No credit card · Setup in 10 minutes