Lender Documents

Lender Documents

Access lender-specific policy documents directly in ClearPolicy.

Available Documents

For supported lenders:

• Rate sheets
• Policy guides
• Broker guides
• Commission schedules

Accessing Documents

Lender documents are available:

• Scenario page
• Referenced by the AI Assistant

Using in Chat

You can ask the AI about lender documents:

• "What's the maximum LVR according to the policy?"
• "Show me the commission structure"
• "What docs are needed for low doc?"

Document Updates

Lender documents are:

• Updated regularly
• Version controlled
• Timestamped for currency

Requesting Documents

If a specific document is missing:

• Contact support with details
• We'll add it to the system
• Updated within 24-48 hours

Important Notes

• Documents are for reference only
• Always verify with lender for critical decisions
• Policy can change without notice