Quick Start Guide
Follow these steps to start using ClearPolicy effectively in under 5 minutes.
Step 1: Create Your First Scenario
- Click "New Scenario" from the dashboard
- Select the Finance Type (e.g., Motor Vehicle)
- Enter the Purchase Price
Step 2: Run a Product Search
Once your scenario is created:
- The system automatically searches for matching lender products
- View results sorted by rate, fees, or eligibility
- Green checkmarks indicate eligible products
- Yellow warnings indicate edge cases requiring attention
Step 3: Understand Your Results
For each product, you'll see:
- Interest Rate: The calculated customer rate
- Monthly Repayment: Accurate repayment amount
- Upfront Fees: All applicable fees
- Eligibility Status: Pass, Edge, or Fail
Step 4: Use the AI Assistant
Type / in the chat to see suggested prompts, or ask any question about:
- Policy requirements
- Pricing breakdowns
- Document requirements
- Approval strategies
Step 5: Share or Save
- Save your scenario for later reference
- Generate a quote to share with your client
- Export results for your records
Tips for Success
- Fill in as many scenario fields as possible for more accurate results
- Use the AI Assistant when you're unsure about policy requirements
- Check the pricing breakdown to understand rate loadings