Modern AI Agent powered, purpose-built CRM for finance brokers. Manage customers, validate documents with AI, automate workflows, and close deals 3x faster. No generic CRM complexity.
Deals lost to missing documents and manual follow-ups that slip through the cracks.
Manual data entry, document chasing, email management eating into selling time.
Fake/tampered documents slip through manual review. No automated validation.
┌──────────┐ │ ✓ DOC.01 │ │ ✓ DOC.02 │ │ ✓ DOC.03 │ │ ? DOC.04 │ │ [VERIFY] │ └──────────┘
Auto-classify 40+ document types. Detect tampering & forgeries. Extract data with 98% accuracy.
┌──────────┐ │ ▶ TRIG │ │ ├─ ACT.1 │ │ ├─ ACT.2 │ │ ├─ WAIT │ │ └─ ACT.3 │ └──────────┘
Multi-step workflows with triggers, conditions, and actions. No code required. Save 10+ hours weekly.
┌──────────┐ │ ▫ ▫ ▫ ▫ │ │ ──────── │ │ ▫ ▫ ▫ ▫ │ │ ──────── │ │ [SUBMIT] │ └──────────┘
40+ question types with conditional logic. Auto-create customers on submit. Full CRM integration.
AI classifies, validates, and extracts data from every document automatically. Catches forgeries, flags tampering, and organizes files with 98% accuracy.
Build multi-step workflows with triggers, conditions, and actions. No code required. Save 10+ hours weekly.
Drag-and-drop workflow builder. Set it once, save 10+ hours weekly on follow-ups, data entry, and document chasing.
Individual & business customers. Track relationships, warnings, consents, communication history.
New → In Progress → Submitted → Settled. Track every deal with scenario linking.
Assign tasks to teams. Priorities, checklists, due dates, snooze, recurring tasks.
40+ question types. Conditional logic, calculations, CRM integration. No-code creation.
Multi-signer documents. Sequential signing. Audit trails. Date auto-fill. Fully compliant.
Gmail sync. SendGrid integration. SMS via Twilio. All conversations in one place.
Track assets, liabilities, or custom data. Flexible schema. Ownership shares. Aggregations.
Multi-level organizations. Role-based access. Team assignments. Workload tracking.
Form analytics. UTM tracking. Conversion rates. Deal reports. Export everything.
Build custom forms with 40+ question types. When someone submits, customers get created automatically with all data mapped.
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
Join brokers who closed 3x more deals after switching to ClearPolicy CRM. Purpose-built for finance. No generic complexity.