Quick Start Guide

Quick Start Guide

Follow these steps to start using ClearPolicy effectively in under 5 minutes.

Step 1: Create Your First Scenario

1. Click "New Scenario" from the dashboard
2. Select the Finance Type (e.g., Motor Vehicle)
3. Enter the Purchase Price

Step 2: Run a Product Search

Once your scenario is created:

1. The system automatically searches for matching lender products
2. View results sorted by rate, fees, or eligibility
3. Green checkmarks indicate eligible products
4. 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