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Clearway - Endorsement AI Assistant Video
Video can be found here
AI Assisted Endorsments
Endorsement invoices sent to Clearmatch can be processed through our AI driven document extraction process which will extract the relevant data from the invoices and place on a web page in order for the details to be reviewed and altered where ...
ABBYY Document Review Video
Video can be found here
ABBYY Document Review
When reviewing document/emails in ABBYY check for the following: Check all fields have been extracted correctly Important only one loan per email. Cannot have invoices for more than one loan in the same email. If this happens split, it into 2 before ...
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 ...

Popular Articles
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 ...

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