Clearway - Endorsement AI Assistant Video
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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
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 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 ...
What do I do and in what order
The standard flow will be: In Odyssey - a quote is approved and becomes a loan OR an endorsement is approved against an existing loan Before settlement is to be done, no need to do before that, do the following in Clearquote: Sign Into Clearquote ...