Creating a New Scenario

Creating a New Scenario

A scenario in ClearPolicy represents a potential loan deal, encompassing all relevant borrower and asset information. Follow the steps below to create a new scenario efficiently:

Steps to Create a New Scenario

• Click on the "New Scenario" button located either on the dashboard.
• Complete all mandatory fields. This information is crucial for establishing a basic scenario.
• Enhance the scenario's accuracy by entering information in the optional fields when applicable. This can improve product matching outcomes.

What Happens Next?

After creating a scenario, the system automatically begins searching for loan products that align with the scenario's criteria.

> Tip: To significantly enhance the quality of product matches, ensure detailed information is provided in both required and optional fields. Double-check all data for accuracy to produce accurate results.