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For brokers

Your next deal.A clearer way through.

Research lender policy, work through residential servicing and prepare the client file. Spend less of the day searching, organising and typing the same details again.One AI workspace. From policy to paperwork.

Get startedSee the workflow

Explore the sample workflows below. See Pricing for current plans and trial details.

ResearchKeep the source
PrepareReuse the context
ReviewStay in control
A little less busywork.PRODUCT WORKFLOW 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 example with fictional information. Not a live AI response or verified credit result.
One file. A more connected workflow.Keep the next step in view.
From policy to paperwork
Policy ChatClient AIResidential ServicingForms & documents
See the work, not just the features

One deal. Plenty to do.
A better way through.

The client conversation is your work. The repeated searching, organising and retyping should not take over your day.

01POLICY CHAT

A useful answer.
And somewhere to check it.

Ask the question in the context of your scenario. Explore the lender requirements and keep the supporting material close, so the next conversation starts better informed.

  • Ask follow-up questions without starting from scratch
  • Check the source, product and policy qualifications
  • Keep unresolved matters visible for the lender
Explore the policy workflow
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 product workflow · fictional information, not a live result
02RESIDENTIAL SERVICING

Work through the numbers.
Not another blank sheet.

Build the residential scenario, inspect the assumptions and compare supported servicing results. Start with the right inputs, then review what the result is actually telling you.

  • Bring income, expenses and liabilities into the scenario
  • Resolve missing inputs before relying on results
  • Review capacity and assumptions before sharing
See residential servicing
Residential ServicingILLUSTRATIVE
Alex Morgan · Fictional scenario
ASSESSMENT WORKFLOWInputs before outcomes.
Scenario inputsReview status
Applicant incomeCheck inputs
Living expensesCheck inputs
Existing liabilitiesCheck inputs
Proposed loanCheck inputs
Resolve missing inputs before comparing results.

No borrowing capacity, rate or lender decision is implied by this example.

Illustrative product workflow · fictional information, not a live result
03CLIENTS, FORMS & DOCUMENTS

Use the context.
Prepare the paperwork.

Organise the supplied client information, use Form Fill for supported forms and draft the documents around the deal. Keep every output editable and every final decision with you.

  • Review the structured client information
  • Check the fields populated in each form
  • Edit and brand document drafts before they leave
See the document workflow
AI Document StudioILLUSTRATIVE
File noteDraft
YOUR BRAND
CLIENT FILE NOTE
A clearer story.
A better-prepared file.
Alex Morgan · Fictional example

Purpose of enquiry

The applicant is exploring a home purchase. Employment is recorded as self-employed in the supplied notes.

Information to confirm

Income evidence, existing liabilities and the details required for the selected lender.

Draft for broker review
Illustrative product workflow · fictional information, not a live result
A better way to work

From the first question to a better-prepared file.

Start with the part of the workflow you need today. Bring the other tools in as the file takes shape.

Research with the source beside you

Ask policy questions, explore lender requirements and follow up on the details that matter. Review the supporting material rather than relying on an answer alone.

Work through residential servicing

Build a scenario, compare available results and inspect the inputs and assumptions. Resolve incomplete or indicative results rather than treating them as an approval.

Keep useful client context together

Turn supplied notes and documents into a structured starting point. Review extracted details before using them in the next part of the workflow.

Reuse details in forms

Use Form Fill to help populate supported forms from the information you provide. Check mapped fields and complete anything that needs your judgement.

Draft the paperwork around the deal

Prepare file notes, client briefs and other documents in AI Document Studio. Edit the draft, check the facts and apply your branding before sharing.

Work where the question starts

Explore AI Connections and Ask by Email alongside the web workspace. Available tools, permissions and account access depend on the connection you use.

Work where you already work

Your tools. Your workflow.
More connected.

Not every question starts in the same place. Use the web workspace, explore a supported AI connection or research a policy question by email.

Explore AI Connections
In the workspaceResearch policy and work through the client-file tasks.
In your supported AI toolsExplore AI Connections with the access your account permits.
From your inboxUse Ask by Email when the policy question starts in a thread.
How the workflow fits

A useful next step. At every step.

A self-employed enquiry is rarely just one policy question. Keep evidence, assumptions and open questions visible as you work.

STEP 01

Build the client context

Start with notes and supplied documents. Review income details, liabilities and anything the extraction could not establish.

STEP 02

Research and assess

Check relevant lender requirements and work through residential servicing where applicable. Policy fit is not a credit decision.

STEP 03

Prepare, then review

Use reviewed information in forms and document drafts. Resolve missing details before sharing the file.

Explore the full product demonstrations
Your questions, answered

The details matter.

Understand where the tools help, and what still needs your review.

Talk to the team →
Is this a replacement for my CRM or aggregator platform?

No. CreditPolicy.ai is a research and preparation workspace. Keep your existing systems of record and submission processes. External connections must be supported and configured; information is not automatically synchronised everywhere.

Does every tool cover every lending category?

No. Policy coverage varies by lender, product and available material. Residential Servicing is for supported residential scenarios, not a commercial, asset-finance or personal-loan calculator.

Can I research specialist and self-employed scenarios?

Use Policy Chat to research the relevant requirements and identify missing evidence. Check actual coverage and supporting sources. A lender appearing on the panel does not establish eligibility or imply endorsement.

What should I check before relying on an answer?

Check the source, applicable product, effective date where available, client facts and qualifications. AI output can be wrong or incomplete. Confirm uncertain matters with the lender and retain your own review record.

Can I explore the product before signing up?

Yes. The homepage has illustrative product demonstrations, without an account. These are sample workflows, not live AI responses or verified credit results. Visit Pricing for current plan and trial details.

Bring your next deal into a better workflow.

Explore the product, check the plan that suits your work and start with one client file.

Get started View pricing