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