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ClearQuote
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Dashboard Home Page
When you sign into Clearquote you will be navigated to the dashboard home page. At the top of the page in the right hand corner, you will find an icon that will allow you to switch between the versions of the platform in the different countries. Take ...Notifications
The notifications will be used to notify users of actions, events, events, processes, etc. At this point the only notifications that will appear will be for the processing of bulk warehouse loads. A notification icon will appear in the top header bar ...Warehouse Draw Bulk Load
The process for users to add loans to a warehouse draw involves the following steps:, import, save quote, save funding option, lock quote, add quote to draw. This is time consuming when there are many loans in the draw. The bulk load option assists ...Warehouse Draw
All funding quotes that have been imported and calibrated and it has been determined that the funding will be done through the warehouse, will have to be added to a warehouse draw in order to be sent to AMAL for the bank to decide if the warehouse ...Tranches
All tranches from the funding quotes, can be viewed in one place under the tranche menu. From here a use can easily flag a tranche on a loan that is not to be funded by a warehouse as being "ready to fund" whereafter it will be picked up for tranche ...
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Importing loans and endorsements
The following can be imported from Odyssey into Clearquote to generate funding quotes that can be funded to obtain money to finance the loans: Odyssey loans Positive (increase) endorsements that were created on the loan AFTER the loan was funded ...Funding Quotes
Loans and endorsements imported from the Odyssey loan administration system into Clearquote can be viewed and maintained from within the funding quote maintenance page. Once imported, the details must be completed on the funding quote page and saved, ...Funding Option Status
The following funding option status's are available: Status StartStatus EndStatus Quoting True False Automatically set when a funding quote is created from a loan or endorsement imported from Odyssey Calibrated False Manually set in Clearquote when ...Policies
Policies linked to loans and endorsements imported from the Odyssey loan administration system into Clearquote can be viewed from within the policy maintenance page. 1. Navigate to the Clearmatch Admin Portal and select the "Clearquote" menu item. 2. ...Funding Option
The funding option will determine who will provide funding for the funding quote and the details for the funding. Once you have completed the details on the quote maintenance page , you will need to complete the funding option page and calibrate and ...