This isn’t a demo.It’s running right now.
Two real customer builds, pulled straight from the platform and anonymised. Every workflow below processes live clients today.
Consumer & asset lender — live in production
Application intake that lands straight in their loan system
A national consumer and asset lender runs its entire application intake on ClearPolicy — branded application forms on their own domain, with document uploads and bank statements collected inside the same flow. Nothing is re-keyed: what clients submit is what the credit team works from.
✓Branded application forms on their own domain — plus a white-labelled dashboard for the whole team.
✓Instant SMS lead alert and CRM sync the moment a lead answers the first key questions.
✓Any team member sends a secure document or bank-statement request in one click — branded email and SMS go out automatically.
✓Stalled applicants get automatic SMS nudges; credit checks and their loan-management system are wired straight in.
Lead alert→Application + docs→Bank statements→eSign→CRM + loan system
Mortgage broking firm — live in production
A client portal that does the chasing for them
A mortgage broking firm gives every client one branded portal link on the firm’s own domain — a complete fact find plus document uploads. Around it runs an automated communication journey that reacts to what each client actually does, so the brokers never send a chase-up themselves.
✓Fact find, document collection and open-banking bank statements — all behind one branded link.
✓A client who stalls gets an escalating SMS and email sequence that stops the moment they pick it back up.
✓Appointment reminders fire automatically 24 hours and again 3 hours before every call.
✓A completed portal triggers instant SMS and email confirmation — the broker simply reviews the finished file.
Portal link→Fact find→Auto-nudges→Documents→Reminders→Confirmation
