Recover future loan opportunities
Stay connected while borrowers become more prepared.
Turn an early decline, high utilization, or incomplete file into a structured pathway back to your pipeline.
Borrower readinessNeeds attention
Revolving utilizationPriority
Income documents2 missing
Estimated follow-up60–90 days
01
Refer
Send borrowers to a co-branded readiness assessment.
02
Educate
ClearCredit explains priorities in plain language.
03
Monitor
View milestone progress without managing every task.
04
Re-engage
Follow up when there is a stronger reason to reconnect.
Designed to support—not replace—licensed guidance
Keep lending conversations where they belong.
ClearCredit provides educational readiness guidance. Loan terms, qualification, underwriting, and program recommendations remain with licensed professionals.
ClearCredit organizes readiness education and consumer action plans.
Your team handles lending advice, applications, and approvals.
Take the next step
Create a path back to your pipeline.
Request a partner walkthrough for your lending team.