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 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 Multiple Bids:

7. Enter the following details which are mandatory fields:

a. the User Name of the principal investor

b. the Password for the principal investor

c. the Bid Date (this can either be the current date, or a future date):

Click on the   button to proceed further.

8. This will display a Bids screen directly underneath the screen where the User Name, Password and Bid Date were added, and the following details can then be found and/or entered:

a. find an  Investor using the search field

b. enter the Bid Rate (in %)

c. enter the Bid Amount (in $)

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

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