Improvement
9 December 2025LatestAutomatic Recalculation of Dependent Fees
Dependent fees are now automatically recalculated when source fees are modified, ensuring accuracy and efficiency in your financial operations without extra work.
The latest features, improvements and announcements. We’re constantly improving to help you serve your clients better.
Submit a feature requestDependent fees are now automatically recalculated when source fees are modified, ensuring accuracy and efficiency in your financial operations without extra work.
You can now submit new feature requests directly from the Updates page. This streamlined process allows you to share your ideas and needs with us quickly, helping us enhance the platform to better serve you and your clients.
Minor issues with working capital policy types are fixed, ensuring smoother operations. Added Overdraft Facility option.
Access answers and guidance on using ClearPolicy through our new help section.
You can now view product updates easily with our new timeline view. Experience live updates, ensuring you and your clients stay informed effortlessly.
We are thrilled to announce the launch of ClearPolicy Beta 2, packed with major product improvements to elevate your brokerage experience.
Experience the ease of finding lender products in real-time, allowing you to match your clients with the best options faster than ever.
Benefit from smarter AI assistants that offer more accurate and helpful insights, enabling you to provide top-notch service to your clients.
Most of what ships here started as a request from a broker using the platform.