Try your own intake form.
Create a Klarefi account and import the form you use today. Set the facts and checks your team needs, then run a test with synthetic or anonymised documents. Talk to us about a pilot before you use live applicant files.
Start with your current form.
After signup, paste the link to your form or import it from a file. Then check the questions and set the facts and checks for your workflow.
Run a test case.
Use synthetic or anonymised documents and watch how Klarefi asks for missing items. Then open the file your reviewer gets, with the source of each fact, the check results and the open questions.
Plan live use with us.
For live applications or client matters, book a pilot call. Before real cases start, we agree on data handling, how to measure the pilot and any connection to your systems.
See your intake workflow.
- Bridging lenders
Borrower, property and exit documents before credit review.
- Mortgage teams
Document collection for lenders, brokers and advisers.
- Insurance and MGAs
Broker submissions and claims before a person reviews them.
- Law firms
New client matters before a lawyer assesses the case.