Modifying Bulk Bids
Bulk bids are bids that have been placed in bulk for multiple investors at the same time against a listing/ application either by:
- Importing bids from a csv file
- Smartfund BOTS engine placing bids automatically with the business rule set to not auto approve the Smartfund bids
In the above cases, the bids can be modified before they are approved to become live active bids.
1. Select the Home Pages menu > then select Borrowing:
2. Select the Listings option:
3. Using the filter options, locate the listing / application that contains the bids you would like to approve.
4. From the list of filtered items, select the specific listing. It is also possible to navigate to the listing directly from the application. When viewing an application click the listing hyperlink which will navigate you directly into the listing.
5. At the bottom of the page in the "Bulk Bids" tab you will see an item for the bids that have either been imported or placed automatically by the Smartfund engine.
6. Selecting an item in the list will open a page presenting the details of the bulk bids including a list of all the bids placed for the investors.
7. To modify the bids i.e.
from the Action Panel 
> select Functions> select Edit:
8. Enter the details requested:
Bid Rate : the bid rate for each investor can be modified
Bid Amount: the bid rate for each investor can be modified
Delete: a bid for an investor can be removed
9.Click on the 
button to continue.
The bids will need to be approved before they become live active bids. See here for detail
Related Articles
Adding a bid to a list of bulk bids
Bulk bids are bids that have been placed in bulk for multiple investors at the same time against a listing/ application either by: Importing bids from a csv file Smartfund BOTS engine placing bids automatically with the business rule set to not auto ...Import bids
Finance company users are able to import multiple bids from a csv file against a listing / application in Fusion. This can be used to place multiple bids for multiple investors very easily instead of placing one bid at a time. 1. Select the Home ...Approving bulk dids
Bulk bids are bids that have been placed in bulk for multiple investors at the same time against a listing/ application either by: Importing bids from a csv file Smartfund BOTS engine placing bids automatically with the business rule set to not auto ...Place multiple bids
The purpose of this specific option, is to allow finance companies to place multiple bids for multiple investors at once. 1. Login to Clearmatch Fusion: 2. Select the Home Pages menu > then select Borrowing: 3. Select the Listings option: 4. Using ...Release Notes - Bulk Warehouse Check
Release notes can be found here