Knowledge Base
ClearMatch Portal
All customer wiki articles relating to the Portal
Recent Articles
Sign Into The Members Portal
1. Access Portal using the Sign In URL and then you will be directed to the following page 2. Since the customer has not been registered previously with username click on Sign in with your mobile phone number in order to register customer through ...Portal - Logging into Portal as a Principle Investor
The members portal can be accessed by the following parties, and this article will be illustrating the required steps on how to log into the portal as a principle investor and/or on behalf of an investor. Principle investors have the authority to ...Portal - Staff Member At An Originator (Broker) Creating An Application For Finance
Staff member have the capability to create an application on behalf of a customer through Portal. Then the staff member will need to supply all the details of the customer. 1. To create an application on behalf of a customer login to portal with ...Portal - Investment Options
There is a menu specific for investor’s and depending on what functions that they need, there are options available to them on their own portal menu NOTE: These menu options are configured in Fusion. 1. On the portal there is a menu called Investment ...Portal - General Reports
There are specific summaries and reports that are available (that the investor can refer to), as a means of checking relevant information based on a given time frame. 1. On the portal, select the General Reports option under the Reports menu: 2. This ...
Popular Articles
Portal - Forgotten Password
If you have forgotten your password to log into the portal, there are several things that you will need to double check and confirm first, before proceeding further with any attempt to reset the password: You need to ensure that you did sign up in ...Portal - Account Locked Out
When attempting to log into the portal, all that is required is a username and password. This is created by you (the end user) and can be actioned simply by joining. To find out more registering as a user for the portal, click here. 1. Navigate to ...Portal - Account Selection
In Clearmatch, you have the capability and flexibility to be configured as different users (borrower, investor, beneficiary, etc) and you can switch between accounts whilst in the portal and use the system depending on which account is selected. 1. ...Portal - Sign In (Username)
When logging into the Portal, there is an option to create a unique username. This can only be entered into the portal and should be something that is easy to identify you and but also not be easy enough to guess. To find out more about registering ...Portal - Sign In (Mobile)
The portal in Clearmatch has the ability to allow you to login with your mobile phone number if a username and password has not been created . To find out more how to register from the portal and creating a new username and password, click here. ...