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. Once in Clearquote select the "Funding Quotes" menu item

3. You will be presented with a page that will automatically list the quotes that have been created in the last 90 days that have a funding status of "Quoting" or "Calibrated". See here for a list of the funding statuses

4. Use any of the filter option to refine the list of quotes:

 Type - allows you to list quotes or endorsements or both

5. The small icon on the right of the menu will slide the menu back and forth to give you more viewing space on the screen.  

6. Click in the the blue "quote" button  will navigate the user to the quote maintenance page where the user can click on the policies tab at the top of the page in order to see all the policies linked to the funding quote.    

Policies Page

The policy page will display a list of all policies at the bottom of the page. The top of the page will display the details of the policy selected in the list.

• Related Articles

• 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 ...

• 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, ...