Know which lender says yes
Describe the deal. Policy AI checks it against 40+ banks.
Policy AI answering "Casual income, 3 months in the job. Who's best for it?": 17 banks ranked, Macquarie first at 92%, then NAB, Commonwealth Bank, Westpac, ANZ and St George, all Yes.
Three kinds of answer
The answer fits the question.
Ask who's best, who'll take it, or what one lender says.
A ranked answer with Macquarie opened: it accepts 6 months in the same field, not just this job, and counts casual pay at 100%, with its Casual Income source.
Every lender compared for casual income at 3 months: 17 banks, 6 Yes, 4 Soft No and 7 No, filtered to the Yes lenders, Macquarie first.
Macquarie's answer: yes, with 6 months in the same field. It needs 6 months in the current job or the same field, and counts casual pay at 100%, with two numbered sources.
Sources
Every answer shows its source.
Open the policy behind an answer, and see exactly what it quoted.
- The section it readOpens beside the answer, with the quoted line highlighted.
- Changed since?If the policy moved after the answer, it tells you.
- Gaps, namedNot in the policy documents? It says speak to your BDM.
- Scored 0 to 100How closely each lender's policy matches what you asked.
Macquarie's Casual Income policy section, open beside the answer, with the quoted line highlighted and its policy version shown.
On every deal
Right there on the deal.
Every deal has a Policy AI tab. Answers stay with the loan.
Sarah and James Harbour's deal with its Policy AI tab open, the chat kept with the loan, and WealthX Copilot's Quickli Scenario Sync completed beside it: read the loan application, opened the scenario, pushed the data.
- A tab on every dealBeside Tasks and Run Servicing, in every deal's drawer.
- It knows the dealEach question carries the client, loan amount and purpose.
- Kept with the loanOne chat per loan, back each time the deal opens.
- Then the calculatorWealthX Copilot fills a supported servicing calculator and broker CRM.
Replace your stack
Replaces Cynario and Bulma.
Policy AI is in the Growth plan, $99 a month per broker.
See what you'd save
, $40 a month
Bulma, $45 a month
Policy AI40+ banks
Monthly list prices with GST off, checked 5 November 2026.
More of WealthX.
- WebsitesFor brokers
- AI chatFor brokers
- Fact findFor brokers
- Document collectionFor brokers
- Open bankingFor brokers and planners
- Wealth appFor brokers and planners
- Rate monitoringFor brokers
- Marketing hubFor brokers and planners
- CRM and clientsFor brokers and planners
- WealthX CopilotFor brokers
- ReferralsFor brokers and planners
- All featuresEvery feature on one page
See it with your clients
Book a demo and we'll walk you through it, or start straight away.