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Claude Connector

CreditPolicy.ai

Search current Australian lender credit policy and run your client files, deals and servicing scenarios from Claude.

View in the Claude registry
Category
Finance
Integration details

Description

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).

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Real Estate Agent & Broker Software

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Brand
CreditPolicy.ai
Access
Account required
First tracked
2026-10-01
Tool count
31
Geography
US
Agent DiscoverabilityClaude Discoverability Score

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Primary Subcategory

Competing in Claude Real Estate Agent & Broker Software

View Category
0 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
—AgentPricing ConnectorPending VerificationGet notified
—ANTOC CRMPending VerificationGet notified
—Auto-ImmoPending VerificationGet notified
—BoldTrail BackOfficePending VerificationGet notified
—BrokerForBoatPending VerificationGet notified
—CreditPolicy.aiPending VerificationGet notified
—FlatrePending VerificationGet notified
—FloorGenPending VerificationGet notified
—imo360Pending VerificationGet notified
—ItuivyPending VerificationGet notified
—KvadrumPending VerificationGet notified
—Leadrat Real Estate CRMPending VerificationGet notified
—LetterScriptPending VerificationGet notified
—Map MetraPending VerificationGet notified
—MyOpsPending VerificationGet notified
—NEMOwebyPending VerificationGet notified
—OfferbookPending VerificationGet notified
—PandoPending VerificationGet notified
—RelaimmoPending VerificationGet notified
—RotorPending VerificationGet notified
—SakneenPending VerificationGet notified
—Truehome DeskPending VerificationGet notified
—VeloImob CRMPending VerificationGet notified
—YampiPending VerificationGet notified
—Yardi Deal ManagerPending VerificationGet notified
Tools

31 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

CreditPolicy.ai Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve CreditPolicy.ai's Claude Connector discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are CreditPolicy.ai alternatives on Claude?

As of 2026-10-22, CreditPolicy.ai competes with AgentPricing Connector, ANTOC CRM, Auto-Immo, BoldTrail BackOffice, BrokerForBoat, Flatre, FloorGen, imo360 and 16 more in Claude Real Estate Agent & Broker Software, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.