Place a single bid

Place a single bid

The purpose of this specific option, is to allow finance companies to place a single bid for a single investor. 

1. Login to Clearmatch Fusion:

 

2. Select the  Home Pages menu > then select  Borrowing:
 
 

3. Select the  Listings option:

 

4. Using the Filter Options, ensure that the following selections have been made from the available drop down lists:     
a. the  Finance Company, Originator Group and Originator
b. the Status is set to  Listed 



5. Select a specific listing from the available list:

 

6. Click on the  Action Panel     > select  Investor  > select  Place a Bid:





7. Enter the following details:
a. find an Investor using the search field
b. the Bid Date (this can either be the current or a future date)
c. the Bid Rate (in %)
d. the Bid Amount (in $)



Click on the     button to create these bids or the     button to return to the listings screen.

    • Related Articles

    • 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 ...

    • 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 ...

    • Single sign on - possible issues

      Logging in with Fusion Account Details There may be some instances where you have entered your username and password in the Fusion login page: Then once the Sign In button is pressed, you see this error message on the screen: The reason for this is ...

    • Single sign on - adding Clearmatch Fusion URL to favourites

      Internet Explorer 11 1. Open the Internet Explorer browser and navigate to the Clearmatch Fusion home page: 2. This will automatically redirect you to the login page: 3. Click on the yellow star icon (which allows you to view favourites, feeds and ...

    • Single sign on - linking active directory to Clearmatch Fusion account

      1. Log in to the Azure portal with the user account details: 2. Select the Azure Active Directory menu option on the left hand side: 3. Look for the Users and groups widget and click anywhere on the widget itself to continue: 4. This will open the ...