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AI Policy Chat
Ask lender-policy questions and keep sourced, page-cited evidence with the answer.
Pricing
Save five hours per file.
For less than one billable hour.
CreditPolicy is more than policy chat. Research the policy, build the client, compare servicing, fill lender forms and create broker-branded documents in one connected workflow. Set up your workspace in about two minutes, then start your free trial. Cancel anytime — one button in Settings.
Start your 7-day free trial — choose a plan to begin.
No charge today. Cancel anytime before day 7 and you won't be billed.
Solo
For individual brokers.
$59inc. GST
per month
7-day free trial
Free for 7 days, then $59 per month, GST included
- 7-day free trial — card entered at the last step
- 1,500 credits a month
- AI Policy Chat with sourced, page-cited answers
- All 9 specialist Buddies
- Lender panel + policy-library research
- Client AI profiles
- Residential servicing + lender comparison
- Form Fill from reviewed client data
- AI Document Studio + branded drafts
- Reusable document templates + broker brand kits
- Generated document library
- Ask by Email
- MCP + API access: Claude, ChatGPT, Make, Zapier and your own software
- Saved chats + scenarios
- Email support
Choosing a plan starts your trial. No charge today · cancel anytime.
Most popular
Team
For brokerages (3–25 brokers).
$49inc. GST
per seat / month
7-day free trial
Free for 7 days, then $49 per seat / month, GST included
- 7-day free trial — card entered at the last step
- Everything in Solo
- 1,500 credits per seat a month
- Per-seat pricing, minimum 3 seats
- Shared chat + scenario library
- Shared client-to-servicing-to-document workflow
- Team usage analytics
- Admin lender-library curation
- Priority support
Choosing a plan starts your trial. No charge today · cancel anytime.
Minimum 3 seats
Brokerage / Aggregator
For 25+ users and aggregator deals.
Custom
- Everything in Team
- Unlimited seats and unlimited credits
- Custom Buddies for your lender panel
- Custom lender / policy library configuration
- White-label option
- Dedicated success manager
- Custom SLA
The full workspace
Everything around the client file.
Solo includes the core broker workspace below. Team adds shared knowledge, analytics and admin controls; Brokerage / Aggregator adds customisation, unlimited credits and enterprise support.
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9 specialist Buddies
Purpose-built AI assistants for different lending and broker workflows.
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Lender panel + policy library
Research across the connected lender panel and keep source material close to the workflow.
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Client AI
Turn notes and supplied information into a structured client profile that stays connected to the file.
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Residential Servicing
Compare lender servicing, borrowing capacity, surplus/shortfall, DTI and assessment assumptions.
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Form Fill
Reuse reviewed client data in lender forms instead of typing the same information again.
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AI Document Studio
Create editable, broker-branded drafts and credit / servicing proposals from the client file.
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Templates + Brand Kits
Reuse document templates and brokerage branding instead of rebuilding documents from scratch.
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Generated Documents
Keep generated client documents together for review, editing and controlled export.
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Ask by Email
Research CreditPolicy from your inbox and keep the answer and sources in the same thread.
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Integrations + MCP
Bring CreditPolicy client and policy context into supported AI tools and connected workflows.
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Saved chats + scenarios
Keep research, scenarios and client context available instead of starting again each time.
Prices are in AUD and include GST.