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For aggregators

Stronger brokers.A stronger network.

Explore an everyday AI workspace for your broker members, from policy research to client-file preparation. Start with the real workflow and a clearly defined pilot.Practical member value. A rollout that fits your network.

Discuss a network demoExplore the experience

Start with a conversation. Pilot scope and commercial terms are agreed together.

Member toolsFor the working day
Pilot togetherLearn what helps
Roll outWith a clear plan
A little less busywork.SCOPED SOLUTION PREVIEW
Policy ChatILLUSTRATIVE
Alex Morgan · Fictional scenario
Self-employed borrower. What should I check?
Start with the evidence.

Check the relevant lender’s income requirements, trading history and supporting documents.

Income evidenceIllustrative source
Trading historyIllustrative source
Keep the source with the question.Review the applicable product and policy version.
Research guidance. Not a lender approval.
Static view · reduced motion
Illustrative concept, not a live deployment. Delivery and permissions are agreed during scoping.
More value for your broker members.Start with the workflow. Grow from there.
Built around the right next step
Better conversationsAgreed contentThe right audienceUseful handoffs
See the work, not just the features

More useful tools.
Right where members work.

Put the real broker workflow at the centre of the discussion — not a long enterprise feature list with no clear starting point.

01MEMBER VALUE

Help with the next deal.
Not another unused login.

Give your members a practical introduction to policy research and file preparation. Show how the tools fit the questions and tasks they already face every day.

  • Research lender policy with supporting material
  • Explore residential servicing and preparation tools
  • Keep the broker’s judgement and review in the process
Explore the actual product
Policy ChatILLUSTRATIVE
Alex Morgan · Fictional scenario
Self-employed borrower. What should I check?
Start with the evidence.

Check the relevant lender’s income requirements, trading history and supporting documents.

Income evidenceIllustrative source
Trading historyIllustrative source
Keep the source with the question.Review the applicable product and policy version.
Research guidance. Not a lender approval.
Illustrative solution concept · deployment subject to agreed scope
02A DEFINED PILOT

Start with a group.
Learn what works.

Choose the first members and workflows together. Agree the access, onboarding, support and measures before widening the rollout, rather than assuming one arrangement fits everyone.

  • A clearly defined cohort and purpose
  • An agreed member onboarding and support plan
  • A review point based on actual member feedback
Discuss a broker-member pilot
Your network pilotILLUSTRATIVE
Proposed rollout · Not a live dashboard
START WITHA focused pilot.
01
Choose your broker cohortAgree access and priority workflows
02
Make getting started simpleProduct guidance and support plan
03
Review before you expandMember feedback and agreed measures
No automatic access to members’ client files.
Illustrative solution concept · deployment subject to agreed scope
03YOUR EXISTING SYSTEMS

Add useful capability.
Keep what already works.

Keep your current CRM, lodgement and compliance processes. Bring your portal, identity and reporting requirements to a technical discussion so the next step is specific and testable.

  • Scope the integration and account requirements
  • Confirm what information may move between systems
  • No automatic visibility into members’ client files
Talk through your requirements
Your connected workflowILLUSTRATIVE
Your portal
CreditPolicyApproved context
Your systems
Scoped access Agreed connection
Define which information may be shared
Review every enabled action and destination
Test the handoff with your technical team
Custom connections require agreed scope and validation.
Illustrative solution concept · deployment subject to agreed scope
A better way to work

Member value, built around the working day.

Demonstrate the real broker workflow first. Agree the network rollout and enterprise requirements separately.

An everyday tool for members

Show how Policy Chat, Client AI, Residential Servicing, Form Fill and AI Document Studio support different parts of a broker's day.

A more consistent starting point

Help members work from supporting sources and structured information, while keeping their judgement and review responsibilities clear.

Support at different experience levels

Use the pilot to learn where members need guidance, which workflows help and where your existing support team should remain involved.

Fit around existing systems

Keep your CRM, lodgement and compliance processes. Scope specific connections instead of promising an untested replacement.

An agreed rollout and support plan

Define the cohort, onboarding material, account arrangements and support responsibilities together before expanding access.

Measure usefulness, not just logins

Agree how to assess adoption, workflow usefulness, support requirements and member feedback. Reporting and data sharing need a defined scope.

A practical starting point

See the product.
Then scope your rollout.

Start with the useful broker workflow. Agree the network access, support and enterprise requirements separately.

Explore the existing workspace

Show members the actual tools.

Policy Chat, Residential Servicing, Client AI, Form Fill and AI Document Studio. Explore the public demonstrations, then discuss appropriate access for a pilot.

See the product demonstrations
Enterprise requirements to assess

Tell us how your network works.

Network commercials, onboarding, branding, single sign-on, panel controls, reporting and portal integrations. Confirm availability and delivery against the agreed scope.

Discuss your requirements

Network participation does not automatically give an aggregator access to members’ client files or conversations. Reporting and permissions must be explicitly agreed.

A connection with a purpose

Your brand. Your users.
A useful next step.

A branded assistant should do more than answer a question. Explore a carefully scoped route from approved information to a reviewed, useful action.

Discuss an integration
Your users, clearly definedPublic visitors, authorised brokers or your internal team.
Your content, deliberately scopedAgree permissions, source access and information handling.
Your next step, properly connectedTest the destination, enabled actions and human handoff.
How we would start

A defined pilot. A clear decision point.

Begin with a group of members and agreed outcomes. Use what you learn to decide what a broader rollout needs.

STEP 01

Choose the cohort

Agree participating brokers, target workflows, responsibilities and the commercial and privacy arrangements.

STEP 02

Help members get started

Demonstrate the product, provide onboarding guidance and establish where members can ask for help.

STEP 03

Review before expanding

Assess the measures, member feedback and support needs. Confirm additional enterprise requirements before a wider rollout.

Your questions, answered

The details matter.

From the first conversation to the rollout, be clear about the scope and the boundaries.

Talk to the team →
Is this intended to replace our platform?

No. The initial proposition is an additional research and preparation workspace. Connections to your platform should be evaluated and scoped with your team.

Can we pilot it with a small group first?

Yes — a defined pilot is the proposed starting point. Agree participants, access, workflows, support, measures and commercial terms before beginning.

Do you offer network pricing?

Network arrangements are discussed separately from individual subscriptions. The proposal depends on members, usage, onboarding, support and development requirements. No fixed enterprise price is implied here.

Can we have our branding, single sign-on or a restricted panel?

Bring those requirements to the scoping discussion. Branding, single sign-on, panel controls, network reporting and portal connections are requirements to assess — not a claim that all are ready-made features.

Would we be able to see every member’s client files?

Network participation does not automatically provide access to client records or conversations. Reporting and access must be specifically agreed, authorised and appropriate for the information involved.

What should our IT and risk teams review?

Review the proposed deployment, information flows, permitted content, providers, access, retention, review responsibilities and integration permissions. Request the information relevant to the scoped pilot.

Let’s talk

Bring the real workflow to your network.

Tell us about your members and what you would like to improve. Start with a product discussion and a clearly scoped pilot.

Prefer email? support@creditpolicy.ai

Setup, ongoing service, usage and any custom development are discussed in a separate proposal. No implementation commitment from an enquiry.

Please do not include borrower personal information, confidential policy documents or passwords in this form.

No implementation commitment. We will discuss feasibility, scope and commercial terms with you first.