White labelling

White labelling

ClearMatch platform caters for each originator group being able to have their own white labelling for ClearMatch Fusion loan administration system as well as the members portal. This allows a finance company to have :
  1. Their own logo and colour branding when their staff use the loan administration system
  2. Their own logo and branding when their customers (borrowers and investors) use the members portal
  3. Each third party originator group / broker can have their own logo and colour branding when their staff use the portal
This document will be outlining the steps on doing white labelling for an internal originator group.

In order do white labelling:

1. Login to ClearMatch Fusion and select the asset class that you need to make changes



2. Go to Configuration -> Organisational Structure



3. Select Internal Originator Groups under Originator Groups



4. Select the internal originator group that you need to make changes from List Internal Originator Groups page

5. Once you have selected the internal originator group you will be directed to  Display Internal Originator Group page and from there go to Action menu   -> select White Labelling  



6. Under white labelling you will be able to use following functionalities to achieve different outcomes as described below: 

  1. White Labelling -> Clearmatch : This menu item can be used to specify originator groups branding colours that will be used in the loan administration system.  You have the capability to change Primary Brand colour, Secondary Brand colour, Tertiary Brand colour, Link colour and Supplementary colour.  
Click on  View sample link to identify the areas of the system referred by the  terms such as primary brand colour , secondary brand colour .. etc.  


After making the changes click on   for your changes to make effect. 



  1. White Labelling -> Clearmatch Logo: Using this menu item originator groups can upload their logo that will be used in the loan administration system.  Click on Browse to select the logo that you need to upload and click on    to complete adding the logo.


  1. White Labelling -> Portal : Using this menu item, originator groups can specify their branding colours that will be used in the member portal. You can change primary colour, top bar colour, top bar front colour, footer colour, footer font colour, primary button colour, secondary button colour of member portal. 
Click on  View sample  link to identify the areas of the system referred by the  terms such as primary colour , top bar colour .. etc.   



After making the changes click on   for the changes to make effect.  
  1. White Labelling -> Portal Logo  : Using this menu item originator groups can upload their logo that will be used in members portal.  Click on  Browse  to select the logo that you need to upload and click on    to complete adding the logo.


  1. White Labelling -> Portal Sign in Background Image : Using this menu item originator groups can upload their image that will be used in the sign in page on the members portal. Click on  Browse  to select the logo that you need to upload and click on    to complete adding the logo.


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