Frequently Asked Questions
General
What lenders do you support?
- ClearPolicy currently supports 12+ commercial lenders, including both major banks and non-bank lenders.
- We continually add new lenders based on broker demand.
How accurate are the calculations?
- We utilise lender-specific pricing rules, loadings, and fee structures.
- Our AI provides transparency by showing exactly how rates are calculated and citing the underlying policy.
Can I use this for consumer finance?
- ClearPolicy is currently optimised for commercial asset and equipment finance.
- Consumer finance support is on our roadmap for future updates.
How often is policy data updated?
- Policy data is updated regularly, typically within 24-48 hours of receiving updates from lenders.
Accounts & Teams
Can my whole team use one account?
- Each user currently needs their own account.
- Shared scenario features for teams are coming soon.
Is there a free trial?
- Yes! New users receive a 14-day free trial with full access to all features.
- No credit card is required for the trial.
Lenders & Products
Does this replace my BDM?
- No, ClearPolicy is designed to handle research and repetitive questions.
- This allows your BDM to focus on exceptions, strategy, and complex cases.
What if a lender isn't supported?
- You can request new lenders through our support channels.
- You can email lender policy / rate card to hello@clearpolicy.ai and we will enable this lender just on your account (no other brokers will have access to it)
Security & Privacy
Is my client data secure?
- Yes, client data is securely stored with encryption and access controls.
- We ensure Australian data residency and only use your data to enhance your experience.
> Tip: Always ensure your login credentials are kept secure to maintain data protection.
Support
How do I get help?
- Access our Help Center for detailed guides.
- Utilize the AI Policy Assistant for quick answers.
- Email us at hello@clearpolicy.ai for further assistance.