CreditPolicy.ai
Start your free trial
AI made for Australian brokers

Less admin.More answers.Better broking.

ClaudeChatGPTPerplexityCursorGrokYour tools. Your workflow. More connected.

Research lender policy, compare servicing, create clients, fill forms and draft branded documents.
One AI workspace. From policy to paperwork.

Start your free trial See it in action

Watch the workflows below. No signup needed to explore.

In the appYour connected workspaceIn your AIBring policy to the chatBy emailStay in your inbox
creditpolicy.ai / Your AI workspaceSAMPLE DEMO
Policy ChatFrom a question to a clearer next step.
Where do I start with a self-employed client?
Finding the right context
Let’s start with the policy.

Check the income evidence, trading history and lender-specific requirements.

ANZCommBanknab
Example source cards · ready for your review
Next: compare servicing.Carry the client context into the next step.
Ask a follow-up question…
Ready to watch

Animated sample · not a live AI response

Less retyping. More momentum.Keep the client context connected.
IN YOUR AI TOOLSSame conversation.
Better context.
ChatGPTClaudeGeminiPerplexityCursorGrok

Brand marks identify the tools and lenders shown. Connection options and lender coverage vary.

THE COMPLETE PANEL · 96 brands

Your full lender panel.
All in one place.

Majors, non-banks, specialists and private credit.
Explore the full panel, or find your lending category.

AMP BankAMP Bank
ANZANZ
ASCFASCF
Australian Military BankAustralian Military Bank
Auswide BankAuswide Bank
Bank AustraliaBank Australia
Bank of ChinaBank of China
Bank of MelbourneBank of Melbourne
BOQBOQ
Bank of SydneyBank of Sydney
BankSABankSA
BankwestBankwest
Beyond BankBeyond Bank
BCUBCU
Commonwealth BankCommonwealth Bank
Credit Union SACredit Union SA
Firefighters Mutual BankFirefighters Mutual Bank
FirstmacFirstmac
FundingFunding
GMCUGMCU
Granite Home LoansGranite Home Loans
Great Southern BankGreat Southern Bank
Health Professionals BankHealth Professionals Bank
Heartland Reverse MortgagesHeartland Reverse Mortgages
Hejaz Islamic FinanceHejaz Islamic Finance
Heritage BankHeritage Bank
HomeStartHomeStart
HSBCHSBC
Hume BankHume Bank
INGING
KeystartKeystart
La Trobe FinancialLa Trobe Financial
LibertyLiberty
Macquarie BankMacquarie Bank
MyState BankMyState Bank
NABNAB
Newcastle PermanentNewcastle Permanent
Pepper MoneyPepper Money
People First BankPeople First Bank
P&N BankP&N Bank
Q BankQ Bank
Queensland Country BankQueensland Country Bank
RedZedRedZed
ResimacResimac
St.GeorgeSt.George
Suncorp BankSuncorp Bank
Teachers Mutual BankTeachers Mutual Bank
The CapricornianThe Capricornian
UBankUBank
UniBankUniBank
WestpacWestpac
BOQ SpecialistBOQ Specialist
Bendigo BankBendigo Bank
IMB BankIMB Bank
Judo BankJudo Bank
MoneytechMoneytech
M Squared CapitalM Squared Capital
Prime CapitalPrime Capital
ScotPac Business FinanceScotPac Business Finance
TrailBlazer FinanceTrailBlazer Finance
Banjo LoansBanjo Loans
BizcapBizcap
DynamoneyDynamoney
LumiLumi
MoulaMoula
OnDeckOnDeck
ProspaProspa
ShiftShift
Angle FinanceAngle Finance
AFS Automotive Financial ServicesAFS Automotive Financial Services
AzoraAzora
Branded Financial ServicesBranded Financial Services
Capital FinanceCapital Finance
Finance OneFinance One
Flexi CommercialFlexi Commercial
Latitude Financial ServicesLatitude Financial Services
MapleMaple
MetroMetro
MoneyMeMoneyMe
Now FinanceNow Finance
PlentiPlenti
SelfCoSelfCo
WisrWisr
Alex BankAlex Bank
MoneyPlaceMoneyPlace
SocietyOneSocietyOne
AIAAIA
AllianzAllianz
AMMFAMMF
CoreLogicCoreLogic
Deposit AssureDeposit Assure
Deposit PowerDeposit Power
EarlypayEarlypay
EquifaxEquifax
HeliaHelia
Illion Bank StatementsIllion Bank Statements

Includes the lender and industry brands in our existing panel. Policy coverage and product availability vary. Brand marks do not imply endorsement.

THE CONNECTED BROKER WORKSPACE

From first question
to finished file.

Policy research, servicing and paperwork. Connected around your client.

Demonstrations play as you scroll
01POLICY CHAT

Less searching.
More certainty.

Research the policy behind the deal, without losing the thread. Ask in plain English and keep the relevant sources close to the answer.

  • Ask questions in your own words
  • Compare lender requirements
  • Follow the source before making the call
Watch it happen. Right here.
creditpolicy.ai / Policy ChatSAMPLE DEMO

Policy Chat

Your next question. A clearer starting point.

CreditPolicy
Which lenders should I research for a self-employed borrower?
MR
Finding the relevant policy context…
Start with the evidence. Then compare the policy.

Review how each lender treats business income, trading history and supporting financials.

Income evidence
Time trading & business structure
Lender-specific requirements
ANZIncome assessmentExample source card
CommBankSupporting documentsExample source card
nabSelf-employed incomeExample source card
Keep the source with the answer. Your review comes next.
Ask a follow-up question…
Ready to watch

Illustrative conversation. Source cards show the layout, not live policy citations or a lender recommendation.

02RESIDENTIAL SERVICING

One scenario.
A clearer comparison.

Bring the numbers together in one workspace. Compare residential servicing, see the differences and review the assumptions before moving forward.

  • Keep one consistent client scenario
  • See lender results side by side
  • Review the numbers, not a pile of tabs
Watch it happen. Right here.
creditpolicy.ai / Residential ServicingSAMPLE DEMO

Residential Servicing

One scenario. Compare the possibilities.

AMTM
Alex & Taylor MorganOwner-occupied purchase · Victoria
Sample clients
Household income$210,000per year
Requested loan$600,000principal & interest
Compare in one place4 lendersillustrative results
Lender comparisonSame client. Same scenario.
LenderExample borrowing powerReview
ANZ$620,000Review result
CommBank$640,000Review result
nab$600,000Check inputs
Westpac$630,000Review result
Compare the results. Check the assumptions. Make your call.
Ready to watch

Preset sample figures, not live lender calculations, borrowing limits, quotes or approvals.

03CLIENT AI

Start with a conversation.
Not an empty form.

Bring together the notes and documents you already have. Turn the context into a structured client profile, then check and complete the details.

  • Create with AI or enter details manually
  • Keep income, commitments and goals together
  • Reuse the profile in the next step
Watch it happen. Right here.
creditpolicy.ai / Client AISAMPLE DEMO

Client AI

A better beginning for every client file.

START WITH WHAT YOU HAVE
Alex and Taylor Morgan. First-home buyers in Victoria. Household income $210,000. Looking to borrow $600,000.
Meeting notes
Income summary
AMTM
Alex & Taylor MorganClient profile
Ready to review
Alex & Taylor Morgan
Victoria
$210,000
$600,000
First-home purchase
Deposit & commitments
Missing details are a prompt to check — not a reason to guess.
Ready to watch

Scripted extraction of fictional notes. No personal information is collected, processed or saved.

04FORM FILL

Know it once.
Stop typing it twice.

The client details are already in the file. Put them to work in your forms, instead of starting again with every application.

  • Choose the form you need
  • Populate it with the client’s details
  • Review and correct before using it
Watch it happen. Right here.
creditpolicy.ai / Form FillSAMPLE DEMO

Form Fill

The same details. Without the same typing.

Alex & Taylor MorganSample application
CommBankILLUSTRATIVE FORM

Applicant details

A sample layout to demonstrate field mapping.

Alex Morgan
Taylor Morgan
Victoria
Owner-occupied purchase
$210,000
$600,000
Client details mapped into the form6/6
The form is populated. You review every detail.
Ready to watch

Sample form layout, not an official bank application. Nothing is submitted or sent to a lender.

05AI DOCUMENT STUDIO

From “I need a document”
to “ready for review”.

Select the client, add context and choose a template — or create a new one. Draft, edit and brand the document in one connected workflow.

  • Create client summaries, file notes and briefs
  • Use your templates and branding
  • Refine the draft in the document editor
Watch it happen. Right here.
creditpolicy.ai / AI Document StudioSAMPLE DEMO

AI Document Studio

Your context. Your template. Your brand.

CREATE WITH AI
Alex & Taylor Morgan
Client summary
Your brand kit
Create a client summary with the background, loan request and next steps.
Preparing your draft
Draft ready
EditorB I ≡

Client summary

ALEX & TAYLOR MORGAN
Background

First-home buyers exploring an owner-occupied purchase in Victoria.

Loan request

$600,000 requested. Sample household income of $210,000 per year.

Next steps

Confirm income, deposit and commitments. Review the lender requirements.

ILLUSTRATIVE DRAFT · BROKER REVIEW REQUIRED
Edit the draft, check the facts and make it yours.
Ready to watch

Animated prewritten sample, not a live AI-generated document. All client details are fictional.

06MCP & INTEGRATIONS

Your favourite AI.
Now with your policy context.

Bring CreditPolicy into the conversation you’re already having. Connect a supported AI client and research policy without constantly switching tools.

  • Use the right connection for your AI client
  • Bring policy context into the conversation
  • Keep the answer connected to the source
See supported connection options
Watch it happen. Right here.
Your AI / CreditPolicy connectionSAMPLE DEMO
ChatGPTCreditPolicy connectedDEMO
Use CreditPolicy to find the policy areas I should check for this client.
CreditPolicy
CreditPolicy

Searching policy context

ChatGPT
Here’s a useful starting point.

Compare the evidence required for income, trading history and the proposed loan structure. Keep the source alongside the answer.

ANZCommBanknab
Policy context, inside the conversation
Message your AI…
Ready to watch

Illustrative connection flow. Supported features and setup vary by AI client and plan.

07ASK BY EMAIL

A policy question.
One reply away.

Stay in your inbox. Ask your policy question by email and keep the reply and its sources together with the rest of the conversation.

  • Ask from the inbox you already use
  • Keep the context in the email thread
  • Take the relevant sources into your review
Explore the email workflow
Watch it happen. Right here.
ONE FILE. A MORE CONNECTED FLOW.

Less start-over.
More carry-on.

01

Bring the context.

Start with a question, client notes or the documents you already have.

02

Put it to work.

Move between policy research, residential servicing, client records and paperwork.

03

Make the final call.

Check the source, review the numbers and refine the file. You stay in control.

MADE FOR THE WORK YOU REALLY DO

More than one
kind of deal.

Policy research for different lending conversations.
Residential servicing and paperwork tools in the same workspace.

A broker at workYOUR EXPERTISE. LESS LEGWORK.
BUILT AROUND THE BROKER

The technology
does the groundwork.
You do the broking.

Keep the conversations, the relationships and the judgement that make you a great broker. Bring policy research, servicing and paperwork into one connected workspace.

Start your free trial

Residential

Policy questions and residential servicing.

Commercial

Research the policy behind the business deal.

Asset finance

Explore the requirements for equipment and vehicles.

Personal lending

Bring the relevant policy into the conversation.

IN THEIR WORDS

Built around
the broker’s day.

“I write 3-4 files a week. Used to lose half of every Friday on the phone to BDMs. With this I just type the scenario, get the answer with the actual policy quote, and move on. I've got my Fridays back.”

Anya SokolovMortgage broker · Marrickville

“Pre-vetting is the killer feature for me. I now know which lender is going to bite before I waste my client's time on an AOL. My conversion from submission to settlement has lifted noticeably.”

Daniel MarraCommercial broker · Sydney

“We migrated our whole brokerage. The fact every junior broker now has instant access to the same policy knowledge as our seniors — that has changed how we hire and train. The seniors aren't a bottleneck anymore.”

Priya RamaswamyBrokerage director · Melbourne

“Asset finance has fifteen specialists with subtly different rules on the same thing. I used to keep a spreadsheet. Now I just ask the Asset Buddy. Same answer, faster, more confident.”

Mitch LathamAsset finance broker · Perth
A FEW THINGS WORTH KNOWING

Good questions.
Clear answers.

Get to know the workspace before you get started.

Talk to the team
Do I have to replace my CRM?
No. CreditPolicy is a workspace for policy research, scenarios, servicing and document preparation. Keep your existing CRM and use CreditPolicy for the work around the client file.
Can I use it without an AI assistant account?
Yes. The CreditPolicy app is one way to work. Supported AI connections and email offer other ways to access policy research.
Are these real AI answers and lender calculations?
These homepage demonstrations are animated, scripted examples using fictional clients. The policy cards and servicing figures are illustrative, not live lender advice, calculations, quotes or approvals. Sign in to use the actual product.
What is the difference between Form Fill and Document Studio?
Form Fill brings client details into a form. AI Document Studio helps you create a document from client context and a template, then edit and brand the draft. They are separate tools.
Can I check the output before using it?
Yes. Review the source policies, scenario inputs, extracted client details, completed forms and draft documents. The broker remains responsible for checking the file.
Where can I see the plans and trial details?
See the pricing page for current plans and trial details, or start your signup.
FROM THE FIRST QUESTION TO THE FINAL DRAFT

Your next deal.
A better way through.

Less switching. Less retyping.
Keep the groundwork together, so you can focus on the client.

01Start with the client

Client AI

Turn your notes and documents into a profile you can review.

See the full demo
02Work through the numbers

Residential Servicing

Compare the lender results alongside the same client scenario.

See the full demo
03Prepare the paperwork

AI Document Studio

Take the client context into a branded draft, ready for your review.

See the full demo

A closer look at the demonstrations above. Fictional client details and illustrative results.

YOUR EXPERTISE. A LITTLE LESS LEGWORK.

Bring your next question.
Make room for better broking.

Start in the workspace, explore the plans, or talk it through with our team.

Start your free trial See plans and pricing Have a question? Talk to the team