Your personal clerical assistant...

CLERISE will accurately prepare the client agreements and administrative forms required to help comply with the legal and legislative concerns we face in today's marketplace. Using two easy to fill-in screens (no scrolling) Clerise knows all the places your deal data needs to go.  Her math skills are excellent and she has been complimented by a key government regulator as being the only "assistant" to have correctly figured out how to calculate APR in compliance with the legislation.  Her reports can be printed direct to paper, .pdf, or delivered to your clients by email.

  • Client Agreement - written in "tweets" ( EASY for borrowers to read and understand )
  • Cost of Credit disclosure that meets compliance and is accurate
  • It's simply "click - PRINT" once the limited data is there
  • Save and Restore your data
  • Compliance reminders right where you need them


" Clerise helps me have time for the things that are important in my life. "