Signing Into Clearquote

Clearquote makes use of your user account as setup in azure in order to sign into the application.

When you sign in you will be taken to the microsoft office 365 login screen that you ar familiar with.

Use your Clearmatch email account to sign into the application. Your Clearmatch account has been setup to ask for dual authentication, continue to give approval to sign in as you normally do.

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• Sign Out

  To sign out of Clearquote, select the icon in the top right hand corner o the page and select "Sign Out"

• 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 ...

• 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. ...

• 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 ...

• 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 ...