CLEAR Resource Center

Welcome to CLEAR! You'll find all the resources you need right here at your fingertips.

CLEAR Training Material

View Select Partner Specific Documents


Wholesale

Recording

PDF

Getting Started
Learning Your Way Around CLEAR - The Basics
Channel Navigation & Pipeline View
Alerts and Notifications
Creating A New Loan
Creating an All in One Loan in CLEAR
CLEAR Full System Training Recorded Presentation
Loan Creation With A Property
Loan Creation Without A Property TBD
Quick Register to Advance Lock
Generating a Loan Estimate - After Quick Register to Advance Lock
Transferred Loan Estimate (LE)
Borrower Acknowledgement and Intent to Proceed Options
Borrower Acknowledgement and Intent to Proceed Options
Appraisal
Appraisal Ordering and Tracking in CLEAR
Change of Circumstance
Change of Circumstance
DU and Editing 1003 in CLEAR
DU Errors and Possible Resolutions
Running DU in CLEAR
Loan Submission
Loan Submission Uploading and Viewing Conditions and Documents
View Documents - Categories and Types (Excel)
Lock
Locking Your Loan and Post Lock Features
Scenario Pricing in CLEAR
Closing
Closing Request
AIO Closing Request

Select Partner Specific

PDF

Select Partner - Channel Navigation and Pipeline View
Select Partner - CLEAR Enhancements
Select Partner Quick Register - With or Without Property (TBD)
Select Partner - Advance Lock
Select Partner - Notice of Change of Circumstance
Select Partner - Locking Your Loan and Post Lock Features
Select Partner - Closing Request

CLEAR Reference Material


Help

Recording

PDF

CLEAR Support Contact Information
ClosingCorp
Navigation
Turning Off Your Pop-Up Blocker
Web Browser Options
Where Is My Navigation Bar
Reference
DU Errors and Possible Resolutions
How to Compress a Loan Submission or Conditions Over 100 MB
Select Partner CLEAR Job Aid
Status Explanations
Stored Away Password Retrieval Instructions
Wholesale CLEAR Job Aid
User
Admin - User Set Up
Alerts and Notifications
Clearing Your Browsing History
Update/Reset Password
User Settings

FAQs


Title

Recording

PDF

How do I reset my password?
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Where's My Menu Ribbon?

CLEAR Did You Know


Date Title

PDF

12/18/17
07
Did you know about all of the great features available on the Navigation Bar in the CLEAR portal?
12/11/17
06
Did you know that Rate Sheets are now available in the CLEAR portal?
12/06/17
05
A copy of the appraisal report and supporting documents may be found in the CLEAR portal
12/05/17
04
A fully editable 1003 is accessible for loans created in the CLEAR portal?
11/27/17
03
With the introduction of CLEAR, our Transferred LE policy has changed
11/20/17
02
The CLEAR Scenario Pricer includes new features
11/13/17
01
Appraisals are now ordered through the CLEAR portal?

CLEAR Updates


Date Title

PDF

05/09/18
08
CLEAR Updates
04/10/18
07
CLEAR Updates
03/28/18
06
CLEAR Updates
03/06/18
05
CLEAR Updates
02/20/18
04
CLEAR Updates
02/15/18
03
CLEAR Updates
01/18/18
02
CLEAR Updates
01/09/18
01
CLEAR Updates
2017 Updates
© CMG Financial, All Rights Reserved. CMG Financial is a registered trade name of CMG Mortgage, Inc., NMLS# 1820 in most, but not all states. CMG Mortgage Inc. is an equal opportunity lender, licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act No. 4150025. Offer of credit is subject to credit approval. For more information on our company, please visit www.cmgfi.com. To verify our complete list of state licenses, please visit www.cmgfi.com/corporate/licensing and www.nmlsconsumeraccess.org.