Ask ClearStrategy
type it the way you'd say it — dictation is fineClearStrategy pulls out what it can, then lists what it still needs. It will not quote a section until the answer-changing facts are answered.
Before I answer · what this rule turns on
tap an answer to fill it inThe ruling
The math
tap any line to trace itAgency switch
same scenario, different ruleAI insights
Next action
Guideline sources
re-checked hourlyEvery answer is served from the section fetched from these sites, never from memory. A section that fails to re-verify is served as last-known-good and flagged; a section that has never been fetched gets no citation at all.
Spend
sample figuresYour history
Your desk
per loan officer- ›Anything you send out is stamped NMLS 1111313 · Clear Home Loans, a Division of Aspire Home Loans (NMLS 1955132) automatically.
- ›Your licensed states are on file — SC · NC · GA — so "which state?" answers itself, and a scenario in a state you aren't licensed in says so before the guideline does.
- ›History above is stored against your account and is private — not the owner's, not another LO's.
- ›The audit log records who asked, what was missing, what they answered, and which guideline version replied.
What this changes versus CSI today
It asks before it answers
Every rule has a list of facts it turns on. ClearStrategy holds the list, checks the question against it, and withholds the citation until the answer-changing ones are filled. A fast wrong answer is the failure mode this removes.
One login, from Pulse
No new password and nothing to provision. ClearStrategy reads the Pulse session an LO already got at recruiting, so the answer carries their NMLS and their history. The same door ClearIncome is being built behind.
The switch is on the rule
ClearIncome switches the income. ClearStrategy switches the guideline: one scenario, five agencies, five answers side by side — because on student loans, continuance and seasoning the agencies genuinely disagree.
One worksheet, two tools
ClearStrategy and ClearIncome share a single income-worksheet JSON — components, averaging method, source page, agency basis, sign-off. A figure traced in one opens in the other, and neither build touches the other's code.