Automate Your Customer Onboarding Workflows
Beautiful client onboarding forms, document collection, eSign, data extraction and analysis - automated.
BUILT FOR PROFESSIONAL CLIENT ONBOARDING
Client data collection
Clients complete beautifully designed custom forms, upload docs, bank statements, reports, and sign agreements - all on autopilot.
Document intelligence
AI validates and extracts structured data from all documents. Every upload is validated for completeness and authenticity - with tampering and fraud surfaced before you sign off.
Simple CRM
Purpose-built for finance, insurance and legal professionals. Track customers, deals, documents, and tasks with Clearpolicy handling the client onboarding and data integrity.
HOW IT WORKS
Clients onboard themselves while you focus on winning deals. Zero manual input required.
CLIENT RECEIVES LINK
Automatic branded email with secure form link. Client clicks and starts immediately.
FACT FIND AUTO-FILLS
Smart form with conditional logic, scenario generation, and ABN lookup. Only relevant questions shown.
DOCUMENTS REQUESTED
Auto-request payslips, bank statements, IDs based on answers. Client uploads directly. No email attachments.
AI VALIDATES & EXTRACTS
AI checks completeness, reads content, extracts income, expenses, and dates. Flags issues automatically.
eSIGN TRIGGERED
Authority forms, credit guide, privacy policy sent for signing. SMS verification and audit trails.
YOU REVIEW COMPLETE PACKAGE
All data in CRM. All docs validated. All forms signed. Complete file ready for processing or export to your business system.
All client data in one secure and intelligent place
TOOLS THAT ACTUALLY WORK
Beautiful Forms
Drag-and-drop form builder with 20+ question types, conditional logic, and ABN lookup.
Document collection
Automatic requests based on customer profile and form answers. Client portal with drag-and-drop uploads.
AI validation
AI checks completeness, reads content, extracts key data. Flags missing info and any warning signs automatically.
eSignature
Send compliance docs for signing. Authority forms, credit guides. SMS verification.
Auto reminders
Email and SMS reminders for incomplete forms, missing documents, unsigned agreements.
Workflow automation
Trigger actions on form submit. Send emails, create tasks, assign team. No-code builder.
Data extraction
AI reads payslips, bank statements, tax returns. Extracts income and expenses into CRM.
Real-time tracking
See client progress live. Know when forms opened, docs uploaded, agreements signed.
Custom branding
Your logo, colors, domain. Branded emails, landing pages, and white-label client portal.
FREQUENTLY ASKED QUESTIONS
ClearPolicy is an AI-powered client onboarding and CRM platform built specifically for Australian mortgage brokers, finance brokers, and credit providers. It automates document collection, fact finds, eSignatures, compliance forms, and client communications so brokers can focus on closing deals instead of chasing paperwork.
ClearPolicy automates the entire onboarding process in 6 steps: (1) The client receives a branded email with a secure form link. (2) A smart fact find auto-fills with conditional logic and ABN lookup. (3) Documents like payslips, bank statements, and IDs are automatically requested based on the loan type. (4) AI validates and extracts data from uploaded documents. (5) eSign is triggered for authority forms, credit guides, and privacy policies. (6) The broker reviews a complete, ready-to-submit client package — no manual input required.
ClearPolicy automatically collects payslips, bank statements, tax returns, identification documents (drivers licence, passport), authority to act forms, credit guides, privacy consent forms, employment letters, ABN registrations, and business financial statements. Document requests are tailored based on the loan type and the client's answers, so only relevant documents are requested.
ClearPolicy reduces client onboarding time from approximately 12 hours of manual work to just 45 minutes of broker review time per client. This includes saving roughly 3 hours on data entry, 4 hours chasing documents, 2 hours on document validation, 1.5 hours on printing and scanning forms, and 1.5 hours on manual reminders — a 95% reduction in manual work per client.
Yes. ClearPolicy is purpose-built for Australian mortgage brokers, finance brokers, commercial brokers, and credit providers. It supports residential home loans, commercial lending, equipment finance, vehicle finance, personal loans, and business lending workflows with tailored onboarding forms and document requirements for each.
YOUR DIGITAL PARTNER
Launch smart, AI-powered digital workflows that streamline customer experience and your internal workflows.