Handover | Clearmatch

Session is expiring. Continue?

Time remaining -

Continue Your Session

Add To Favourites

Add this page to your favourites. To view them select the favourites tab in the right panel.

Add To Favourites

Add To My Sites

Add a favourite site to your sites section. These will also appear in the favourites tab in the right panel.

URL

Display Name

Add To My Sites

Alert

Are you sure you want to delete the selected item?

Delete Cancel

Alert

You do not have access to this data unless you are an agent of SocietyOne Services Pty Ltd or you are processing a loan application that has been referred to SocietyOne Australia Pty Ltd by SocietyOne Services Pty Ltd.

Unauthorised Access will constitute a breach of the privacy act and will be the basis for a disciplinary action.

Recorded on 07/09/2016 by John Smit

Close

Edit Quick Actions

Select Category

Actions to add A Z Z A

AML Verifications
Applications
Approval List
Bank Accounts
Bids
Central Warehousing
Classifications
Combined Applications
Combined Bids
Combined Documents
Combined Finance Agreements
Combined Investments
Combined Listings
Credit Check Reports
DEFT Remittance
Documents
Finance Agreements
Fraud Check Reports
Id Matrix Reports
Investments
Notes
Online Bank Statements
Online Payments
Possessions
Relationship Restrictive Mandates
Restrictive Mandates
Restrictive Mandates Log
Roles

Actions added A Z Z A

Actions to add

Actions added

Move the actions to the right box to add, and to the left to remove again. When you're ready click continue to update the quick actions on the page.

Continue Cancel

Finance Company	Product	Originator Group	Originator	Priority	Application Handover Step	Prompt for Username	Prompt for Password
Finance Company X	Product X	SocietyOne	SocietyOne	1	4	--	Delete
Finance Company Y	Product Y	Latitude	Latitude	2	5	Delete	Delete

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet

Lorem ipsum dolor sit amet

Curabitur hendrerit pretium

Curabitur hendrerit pretium

Curabitur hendrerit pretium

Nunc ac ante eu metus

Nunc ac ante eu metus

Nunc ac ante eu metus

Handover Business Rules

Quick Actions Sort A to Z Sort Z to A

General

Handover List