Spend 50% less time on intakes.
Klarefi's AI intake agent checks every submission as it arrives and asks the applicant for anything missing while they apply. Your underwriters get the applications with every found fact sourced, to prequalify applicants in minutes.
From submission to review.
Klarefi collects the answers and documents, checks them against your requirements, and follows up in a chat when something is missing. Your team reviews the case file.
What Klarefi does during the intake.
Follows up in the chat
When a required document or answer is missing or unclear, Klarefi asks for it in the chat and reads the reply.
Every fact links to its source
Each fact taken from a document keeps the quote and page it came from. Your team can open the source and check it.
Checked against your records
Facts are checked against each other and against your systems through connectors. Failed checks stay visible for review.
AI intake for insurance, factoring, and mortgages.
The same intake agent in each market. You set the requirements for your own intake.
Your team makes the decision.
You set the requirements. Klarefi prepares the case against them. Your team reviews it and decides.
For larger teams: SSO and directory sync, EU data residency, SLAs, and support with procurement.
See enterprise optionsSee a submission go from upload to review.
Build your agent for free and run a test submission with your own documents.
No credit card required