✨ Marketing
Things you make and send out.
Compliance Checker
Made something? Check it before it goes out. Upload a screenshot or PDF, or paste the words, and get a GREEN, YELLOW, ORANGE or RED rating in minutes, with what to change.
Check it →Social & Flyer Studio
Flyers, social posts, stories and program-explainer emails. Buydowns, open house, listing presentations, co-branded with your agents.
Open →Listing Marketing Kit
Type the address and the listing fills itself in. Seven styles, each with open house, new listing, payment breakdown, 2-1 and 1-0 buydown versions, plus a know-the-area page. Co-brands with the listing agent from My Agents.
Open →LO Launch Kit
- ✍️ Your Email Signature
- 💳 Your Business Cards
Also builds your "I've joined CLEAR" announcement email + ready-to-post social posts — all on-brand. Enter your info once.
Open →Every Loan We Do
A one-page leave-behind with every program CLEAR offers, from conventional to non-QM, with your name and NMLS. Print it or save it as a PDF.
Open →🤝 Win Realtors
Everything for getting and keeping agents.
CLEAR Calls
Call your agents from your phone with the script ready: tap to call or text, then one tap logs how it went. No agents yet? Ask us to find listing agents in your zip codes.
Start calling →Realtor Presentations
Classes that teach agents something real. Pick a class and a style (Signature, Fresh or Workshop), and download a PowerPoint with your name, photo and NMLS on it. Speaker notes and the compliance footer are built in.
Plus booking scripts for lunch and learns, coffee meetings and follow-up.
Open →Agent Academy
Your page for real estate offices: the office manager or team lead picks a class topic and requests a date. Education only, same terms for every office.
See the classes →Class Menu
A one-page leave-behind listing every class you can teach an agent's office, grouped by track, with your contact info and a QR to book you.
Open →📦 Program Pitch Kits
One kit per loan program you pitch.
Builder Forward Commitment
Builders buy a permanent lower rate for their standing homes instead of cutting the price. Pitch, pair-off answers, and the rate block tool.
Open →Seller Buydown · 2-1 & 1-0
For listings that are sitting: a seller-paid temporary buydown flyer with the math, APR and disclosures built in. One tool builds both programs.
Open →Down Payment Assistance
Two programs for buyers with the income but not the savings. Which one fits, the agent flyer in three styles with your own photos, the call script and objection answers.
Open →Agent Academy Outreach
Get into real estate offices to teach a class. Find the offices near you, send an invite that's already through compliance, and book it.
Find offices →Credit Partner
For borrowers we can't approve yet because of credit: a credit partner (Jones Innovation Group) so they can come back ready.
Referral link coming soon
Open →HELOC & Equity
Still being built.
🏡 ClearEquity
The repeat-business engine for your past clients and agents.
💼 My Business
About you and how you run your business.
My Profile
Your name, title, NMLS, phone, email, headshot and logo color in one place. Fix it here once and every flyer, presentation and page picks it up.
Open →My Agents
Your Realtor partners, with their photo, logo and contact info, ready to co-brand any flyer you make.
Open →Team Accounts
Admins only. Everyone with a Toolkit login: who has signed in, who hasn't, and the buttons to help someone who is stuck.
Open →Pre-Approval Letter
Generate a polished, on-brand pre-approval letter in seconds — right from your phone. Pick your name, fill the numbers, send it while you're out. Print, PDF, or image.
Open →Compliance Hub
Run a quick marketing-compliance self-check before you post, plus the manager dashboard and audit trail. Stay TILA/UDAAP/Fair-Housing safe.
Open →Company Website
The main clearhomeloans.com site — LO pages, city landing pages, calculators, and the Learn hub.
Open →🧭 When You're Stuck
When you don't know where to turn.
ClearStrategy AI
Guideline answers for Fannie, Freddie, FHA, VA and USDA, plus qualifying income of every kind: self-employed, 1099, rental, child support, student loans. Type it the way you'd say it. It asks for the facts the rule turns on, then gives the ruling, the math and the next step.
It cites only sections it has read from the live handbook, dated, and says so plainly when it has none. Guidance, not approval: underwriting decides.
Open →CLEAR Resource Center
Who to contact · HR & payroll portal · IT help desk · training videos · Non-QM investor hub · AI tools. When you don't know where to turn, turn here.
Open →Onboarding Command Center
New to CLEAR? The intake form, day-one checklist, and your first-two-weeks plan — everything launches from here.
Open →