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For lenders

Your expertise.More useful conversations.

Help brokers understand where your lending fits. Bring a branded AI assistant into your own website or portal. Connect the conversation to a better-prepared enquiry.Your brand. Your approved content. A clearer next step.

Discuss a lender partnershipExplore the experience

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

Get discoveredBy the right brokers
Help your usersInside your channels
ConnectA useful next step
Make it feel like you.SCOPED SOLUTION PREVIEW
Your lending websiteILLUSTRATIVE
Your lending assistantProduct information & next steps
What do I need to get started?
Let’s find your next step.

I can help with published products, application information and how to contact the team.

Explore productsApplication steps
Product informationPublic material · sample source
Complex questions go to your team.
Static view · reduced motion
Try a brand colour
Illustrative concept, not a live deployment. Delivery and permissions are agreed during scoping.
Your brand. A more useful conversation.Designed around your approved content.
Built around the right next step
Better conversationsAgreed contentThe right audienceUseful handoffs
See the work, not just the features

Not just another listing.
A more useful connection.

Help brokers understand your lending, help your own users find the next step, and bring better context into the conversation with your team.

01BROKER DISCOVERY

Show where you fit.
And why it matters.

Your specialist appetite deserves more than a logo in a directory. Discuss how permitted product and policy information can help a broker understand the right questions to bring to you.

  • Explain the products and scenarios you want to discuss
  • Keep source material and requirements in context
  • Separate research coverage from formal partnership status
Discuss your lender coverage
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
02BRANDED AI

Your website.
Your lending assistant.

Explore an embedded assistant that belongs in your experience. Start with public product questions, or scope a separate authenticated experience for brokers or internal staff.

  • An on-brand widget or portal experience
  • Content authorised for that specific audience
  • A clear route to a human for complex questions
Explore the branded AI options
Your lending websiteILLUSTRATIVE
Your lending assistantProduct information & next steps
What do I need to get started?
Let’s find your next step.

I can help with published products, application information and how to contact the team.

Explore productsApplication steps
Product informationPublic material · sample source
Complex questions go to your team.
Illustrative solution concept · deployment subject to agreed scope
03CONNECTED ENQUIRIES

More than a transcript.
A better starting conversation.

Scope a workflow that turns the supplied scenario into a structured enquiry. Give the user a clear review step before it reaches your BDM, CRM or nominated team.

  • Organise the facts and the unanswered questions
  • Review recipients and attachments before sending
  • Agree the destination, access and handoff together
Discuss a connected workflow
Scenario enquiryILLUSTRATIVE
Structured enquiry · Proposed workflow
Better context.
Before the conversation.
ScenarioSelf-employed purchase
RecipientYour nominated team
Supporting materialReview before attaching
Open questionWhich income documents are required?
Review facts, recipient and attachments before sending.
Human review comes first
Illustrative solution concept · deployment subject to agreed scope
A better way to work

Three ways to work together.

Start with the outcome that matters to your team. Panel participation and a lender-specific AI deployment are separate arrangements.

Get discovered by brokers

Discuss how your products, specialist strengths and permitted policy material are represented in CreditPolicy.ai. Help brokers understand the requirements and the questions to bring to your team.

Bring AI into your own channels

Explore a branded website widget, broker-portal assistant or internal team assistant. Agree the audience, source material, permissions and review process before a pilot.

Connect the next step

Scope guided scenario intake, reviewed enquiry handoffs and connections to your existing systems. Useful actions matter more than adding another chat box.

Branded AI & integrations

Your lending expertise.
Inside your own experience.

Choose the channels and workflows you want to explore. We will scope the experience around your users, source material and existing systems.

Public information

Website chat widget

Help visitors explore approved public product information, application steps and the right contact route.

Authorised brokers

Broker-portal assistant

Explore sourced policy questions and guided scenario intake inside an authenticated broker experience.

Your team

Internal team assistant

Scope policy research and response drafting for BDMs and support staff, with role-appropriate material.

Scoped integration

CRM & enquiry handoffs

Prepare a structured enquiry, let the user review it and route it to an agreed destination using a supported connection.

Human review

Forms & document workflows

Assess how approved information could populate forms, checklists and draft summaries for review.

Validation required

Servicing connections

Explore input collection and saved outputs where the calculation engine, assumptions and test cases are agreed and validated.

Offered as scoped lender solutions. These are pilot and integration options, not an instant-activation service. Hosting, permissions, features, validation, delivery and pricing are agreed before implementation. A branded deployment is separate from panel coverage.

Discuss an embedded AI pilot Explore existing AI Connections
Your questions deserve proper answers

Agree what is shared.
Understand how it is used.

Public visitors, authorised brokers and your internal team do not need the same information. Define those boundaries before supplying restricted material.

A lender-branded assistant works within the agreed lender content and purpose. Multi-lender comparison belongs in the separate CreditPolicy.ai broker workspace.

  • Public product information

    Start with material approved for website visitors. A public widget must not inherit access to confidential policy or client records.

  • Authorised broker policy

    Agree who can retrieve the material, what may be quoted, how sources are referenced and when a question goes to your team.

  • Internal information

    Scope a separately restricted experience where required. Review providers, processing, access, retention and deletion for the proposed deployment.

  • A deliberate handoff

    Review the enquiry, recipient and attachments. Keep judgement, exceptions and credit decisions with your authorised team.

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

Start small. Prove the useful part.

A focused pilot gives your team a clear scope to assess, rather than an open-ended implementation project.

STEP 01

Agree the scope

Choose one audience and one priority workflow. Agree permitted material, responsibilities, measures and commercial terms.

STEP 02

Test the experience

Review representative questions, missing-information cases, source access and escalation. Approve the workflow before release.

STEP 03

Review the results

Assess usage, enquiry relevance and team feedback using agreed measures. Expand only where the pilot supports it.

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 →
We do not have capacity for another implementation. Where do we start?

Start with one product area, one audience and one useful workflow. We can scope the material, policy contact, testing and handoff without making a full CRM integration a condition of the first pilot.

Do you need our entire confidential credit manual?

No. Start with material you authorise for the intended audience. Public information, restricted broker policy and confidential internal material need different treatment. Agree access, quotation and retention rules before providing restricted content.

What happens if an answer is wrong or the policy changes?

A pilot should define source references, versions, update responsibilities, corrections and escalation. We do not promise error-free AI or instant updates. Uncertain scenarios should go to your team, not become an invented policy answer.

Can the assistant look and feel like our brand?

Branded website chat and portal assistants are offered for scoping as lender-specific pilots. Branding, hosting, authentication, content and actions are agreed for the deployment; they are not automatically included with panel coverage.

Can you connect to our CRM, portal or origination platform?

We can assess API, webhook and other requirements with your technical team. Delivery depends on the destination system, access, permissions and agreed scope. Not every third-party integration is already built.

Will this replace our BDMs or make credit decisions?

That is not the proposed role. The assistant should help users find information and prepare a useful enquiry. Your authorised team handles judgement, exceptions and credit decisions, with a reviewed handoff where required.

How would we measure value?

Agree measures such as relevant engagement, complete enquiries, team feedback and escalation quality. Applications or settlements can only be assessed where outcomes can be reconciled. We do not guarantee lead volume, approvals or revenue.

Does panel coverage mean a partnership or endorsement?

No. Research coverage, a commercial partnership and a branded deployment are different things. Agree how your name, logo and material may be used. Commercial promotion is not evidence that a scenario meets policy.

Let’s talk

Let’s find your most useful first workflow.

Tell us whether you are interested in panel coverage, a branded assistant or a connected workflow. We will discuss the scope before making an implementation commitment.

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.