CreditPolicy.ai

CreditPolicy.ai is a lender credit policy library for Australian mortgage, commercial and asset finance brokers. Connect it and Claude can answer policy questions from the real, current policy documents of the lenders on your panel, with the lender and document named for every figure. If the library doesn't cover something, it says so rather than guessing. Beyond policy search, the connector works on your own CreditPolicy workspace: list and open client files, create and update clients, people, companies and trusts, open and update deals, build scenarios, run multi-lender servicing, generate documents and forms, and set up and send client fact-find portals. Every change is made in your own account and returns a link to the record. Built for licensed brokers and their staff. Requires a CreditPolicy.ai account (14-day trial available).