From WhatsApp customer docs to instant multi-lender approvals and invoicing — all in under 2 minutes.
At Clarityy, we are a Bangalore-based tech startup focused on transforming how Financial Advisors manage their back office. By combining deep expertise in finance with cutting-edge artificial intelligence, we’ve built a secure and intelligent platform that automates document checks, eligibility analysis, and lender submissions.
Our mission is simple — to free Financial Advisors from manual, error-prone operations so they can focus on customers and disbursals. With strong industry partnerships and a technology-first mindset, we are shaping the future of financial distribution in India.
From document upload to lender approval in just 4 simple steps.
Once onboarded, customers return for every new credit need. With Clarityy, you're not just closing one loan—you're building lifetime value. Every returning customer means lower acquisition cost and higher earnings.
Claarity has transformed the way I run my DSA business. Earlier, managing borrower documents and following up with multiple lenders used to take hours. Now, with intelligent document processing and automated CAM preparation, I can submit complete applications in minutes. My approval rates have gone up, and clients are impressed with the speed.
What I love most about Claarity is the chatbot communication with borrowers and the loan tracker. Customers can check their status anytime without calling me repeatedly, and I get fewer escalations. Plus, the cross-sell recommendations have helped me generate extra income by offering insurance and credit cards along with loans.
Claarity is like having an entire back-office team in one platform. The lender policy integration ensures I don’t waste time pushing cases to banks where they will be rejected. The EMI reminder system and customer life cycle management tools keep my clients engaged even after disbursement, so I don’t lose touch.
As someone who manages loan referrals part-time, Claarity gives me easy login access, a lender contact list, and complete visibility on payouts. I don’t need to chase anyone for updates. Everything is automated — from borrower onboarding to final disbursement tracking. It has made this business stress-free and much more profitable for me.
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