Policy AI is a AI powered solution designed to analyse and display lender policy based on the 'chat style' interaction.
This is a externally provided solution and is available as a monthly per-user subscription, priced at $39.99+GST per user per month.
For a keyword policy search tool (non-AI), available in Salestrekker Premium, go to Library and click on 'Home loan policy search' menu option.
Subscribe to Policy AI
Click on the 'AI icon' on the top bar (right next to the search icon) (1)
This will take you to the new, My billing page (2)
Add your credit card (3)
Once added, reload the page and switch the Policy AI toggle on (4)
The subscription process is described in this video:
Using Policy AI
Policy AI is accecible via icon on the top bar and within deal view:
Use Policy AI as any other AI bot. Ask full questions, such as one in the video above. System takes a few seconds to respond. The response can be further interrogated to provide refined outptuts.
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Individual and full chat transcriptions can be copied and pasted. In the near future, we will add a PDF extract of this chat conversation.
Lenders available
While this list is constantly increasing, however, as of today, the following lenders are covered by Policy AI:
AMP
ANZ
Auswide Bank
Bank of Australia
Bank of China
Bank of Melbourne
Bank of Sydney
Bank Victoria
Bankfirst
BankSA
Bankwest
Bendigo Bank
Better Choice
Beyond Bank
Bluestone Home Loans
Brighten Home Loans
CBA
Firefighters Mutual Bank
Firstmac
Granite Home Loans
Great Southern Bank
Health Professionals Bank
Household Capital
Hume Bank
ING
Latrobe Financial
Macquarie Bank
MA Money
ME Bank
Mortgage Ezy (EZY)
MyState Bank
NAB
Pepper Money
RedZed
Resimac
St George Bank
Suncorp
Teachers Mutual Bank
U Bank
Unibank
VMG




