CLEAR Home Loans
Loan Officer Setup Guide

Your New Computer Checklist

Every program, every login, and every link you need to be fully back in business — in the order that makes it painless.

Step 1 · do this first

Before the old computer goes away

This is the part people skip and then regret. None of it can be recovered once the machine is gone — do it while you still have both computers.

Your own details — fill these in before you start

My CLEAR email:
My Floify URL:
My Pre-Approval PIN:
My NMLS #:

⛔ Don't wipe, trade in, or return the old machine yet

Keep it until the new one is fully working and you've opened a real loan file on it. A day of overlap costs you nothing; losing a saved password list costs you a week.

Pull these off the old computer

  • Export your browser passwords Chrome: Settings → Autofill → Passwords → ⋮ → Export. Edge: Settings → Profiles → Passwords → ⋮ → Export. Save the file somewhere safe (not the Desktop), and delete it once you're set up on the new machine.
  • Export your bookmarks Same menus → Bookmarks → Export. Faster than re-finding every portal.
  • Let OneDrive finish syncing Click the blue cloud in the taskbar and wait for "Your files are up to date." Anything still syncing is only on the old computer. Your folder is OneDrive - Aspire Home Loans.
  • Check for files saved OUTSIDE OneDrive Look in Desktop, Documents, and Downloads for anything not inside the OneDrive folder — those do not come with you.
  • Copy your email signature Open a new email, select your whole signature, copy it into a Word doc and save it to OneDrive. You can also rebuild it from scratch — link in Step 5.
  • Write down your personal URLs and PINs Your Floify address and your Pre-Approval PIN — the box at the top of this page.

📱 Keep your phone next to you all day

A new computer is a new device to every system you use. Microsoft, the CRM, and most vendor portals will send a verification code or an approval prompt the first time you sign in on it. If you use Microsoft Authenticator, make sure it's still on your phone and working before you start.

Step 2 · the master key

Sign in to your work Microsoft account

Do this one before anything else. Your CLEAR email is the sign-in for Outlook, Teams, OneDrive, SharePoint, and it's the username on several other systems — once it's working, everything else gets easier.

1

Sign in to Microsoft 365 Corp / IT

Go to office.com and sign in with your full CLEAR email address (first.last@clearhomeloans.com) and your existing password. Mail by itself lives at outlook.office.com.

  • Outlook — your email and calendar
  • Teams — internal meetings, calls, and chat
  • OneDrive — your file storage, synced to your computer
  • SharePoint — company documents: lock policies, payroll schedule, call scripts, trackers, investor guidelinesaustincap.sharepoint.com — opens with this same login
🔐 Can't get in, or the password doesn't work? That's Briantek, our IT help desk — call (346) 460-7474. Don't spend an hour on it. Their script: "Hi, this is [your name] from Clear Home Loans, and I'm affiliated with Austin Capital Mortgage / Aspire Home Loans."
Step 3 · programs to install

What actually gets installed on the computer

Shorter than you'd think. Almost everything we use runs in a web browser — these four are the only real installs.

  • Microsoft 365 apps — Outlook, Word, Excel, PowerPoint Corp / IT Install from your own account, not a download site: sign in at office.com → top-right Install apps. This licenses them to you automatically.
  • Microsoft Teams Corp / IT microsoft.com/microsoft-teams/download-app — sign in with your CLEAR email.
  • OneDrive Corp / IT Already on Windows — just open it and sign in with your CLEAR email. Let it finish syncing before you go looking for your files; it can take a while the first time.
  • Google Chrome You google.com/chrome — every CLEAR tool is built and tested in Chrome. Import the bookmarks and passwords you exported in Step 1.
  • Adobe Acrobat Reader — optional but handy You get.adobe.com/reader — for guideline PDFs and disclosure packages.
💡 Nothing else needs to be installed. The loan systems, the pricing engine, the CRM, and all the CLEAR tools are websites. If someone tells you to download a loan program from a random site, stop and ask first.
Step 4 · the loan systems

Your company logins

You already have every one of these. Nothing here is a new sign-up — the job is making sure each one carries over to the new machine and still opens. Work down the list and tick them off.

⚠️ The real risk isn't the password — it's the bookmark

Several of these you reach from a link you saved once and haven't thought about since. Bring your bookmarks and saved passwords across from the old computer (Step 1) and most of this list takes ten minutes. If one of them won't open or the password no longer works, email Sharon LittleJohn for a fresh invite — don't go hunting for a sign-in page on Google, several of these have lookalike sites.

Open each of these once and re-save the password

  • GoHighLevel — the CRM: contacts, pipelines, texting, automations, power dialer Corp app.aspirehomeloans.com — our own branded login page, not gohighlevel.com. You're a user inside the main Clear Home Loans account. Training: Kari Cooper, kari@austincapitalmortgage.com.
  • Polly — the pricing engine (Non-QM lives here too) Corp lx.pollyex.com → pricing screen is /app/pe/loan-scenario. For Non-QM, price the scenario and click the NON-QM button.
  • Pulse (VERONTECH) — pricing tools, analytics and your company dashboard You have it Go to pulse.veron.tech — same login you were recruited through, no new account needed. This is where your production numbers, company announcements and the analytics side of your business live, so put it on the bookmarks bar, not buried in a folder.
  • Floify — the application portal your borrowers use Corp Your personal address is usually firstlast.floify.com — the exact one is in your invite and on your officer page at clearhomeloans.com. Bookmark it; you'll send it out every day.

You reach these from your saved link — confirm each one still opens

  • LendingPad — our loan origination system (the LOS) Corp Use the bookmark you already have. Refresher video: youtube.com/watch?v=xtyt_5xvu38
  • DocMagic — disclosures and e-signatures Corp Your username is your CLEAR email address. If the saved password doesn't come across, Sharon can reset it.
  • Certified Credit — credit pulls. Two separate logins — Full HD Tri-Merge and Soft Pull Corp Check both. People move one across and discover the other is missing on the day they need it.
  • Appraisal Firewall — ordering and tracking appraisals Corp
  • Floify refresher video youtube.com/watch?v=-OTM_Z0hew4

🎖️ VA loans — don't forget this one

Your VA access is not a CLEAR login, so nobody here can reset it for you. It's tied to you personally, and it's the one people discover is broken on the day a Veteran needs a COE.

  • VA LGY Hub — WebLGY, Certificates of Eligibility, Appraiser Gear lgy.va.gov/lgyhub — sign in or register for the Hub, then open WebLGY from inside it.
  • ⚠️ Your old bookmark probably points at the retired portal The old address vip.vba.va.gov still works but now redirects to the LGY Hub above. Re-save the new one so you're not chasing a redirect in front of a borrower.
  • Have your ID.me credentials ready VA sign-in runs through ID.me, which is identity-verified and tied to you personally — expect it to re-verify on a brand-new computer. Have your phone and your ID.me recovery method on hand before you start.
  • Test it before you need it Pull one COE on the new machine while nothing is on the line.
Step 5 · your CLEAR tools

Bookmark these — they're the day-to-day

All built in-house, all free to you, all in the browser. Nothing to install. The first four are the ones you'll use weekly.

⭐ Start with these

  • CLEAR Marketing Toolkit — flyers, presentations, program one-pagers, Agent Academy, the Social & Flyer Studio clear-hub.pages.dev · sign in with your company email and your CLEAR password. No account yet? Your invite came to your work email when your officer page went live — search for it, or ask Christa.
  • Pre-Approval Letter Generator — a branded letter in under a minute clear-preapproval.pages.dev · opens with your own 4-digit PIN. Don't remember it? Ask Christa — don't share someone else's.
  • Resource Center — who to call for what: HR, IT, payroll, locking, Non-QM investors and their scenario desks clear-resource-center.pages.dev · no password. This is the page to bookmark if you only bookmark one.
  • ClearStrategy AI (CSI) — ask a guideline question, get the real Fannie / Freddie / FHA / USDA / VA section cited back clear-csi.pages.dev · team password ClearCSI

When you need them

  • LO Launch Kit — your announcement graphics, email signature builder, and business card art clear-lo-announce.pages.dev — rebuild your signature here instead of retyping it. Signature tab: ?tab=signature · cards: ?tab=cards. If you use the new Outlook, flip the "New Outlook fix" toggle or your logos won't paste in.
  • ClearEquity — homeowner equity reports and client retention clearequity.pages.dev — sign-in is at /signin, same CLEAR login as the Toolkit.
  • Compliance Hub — run your own marketing through the 16-point check before it goes out clear-compliance.pages.dev
  • Onboarding Command Center — your full new-hire tracker, if you're still working through it clear-onboarding.pages.dev · password welcome
  • The CLEAR corporate site — clearhomeloans.com Bookmark the company site itself, not just your own page. Your bio page and your shareable links page live here, and it's the way in to the new hub Christa is building — when that goes live, you'll reach it from here, so you won't need a new link. Need anything changed on your page? Christa.
Step 6 · HR, IT & licensing

The accounts that aren't about loans

💰 Payroll & benefits

🖥️ IT help desk

  • Briantek — email, Teams, OneDrive, computer trouble (346) 460-7474 · support@briantek.com
    Open with: "I'm from Clear Home Loans, affiliated with Austin Capital Mortgage / Aspire Home Loans."
  • Security awareness training — required Arrives by email from Training@bp-securityawareness.com. It's legitimate — complete it when it shows up.

📜 Licensing & identity

  • NMLS — your license, renewals, continuing education Your public record: nmlsconsumeraccess.org. Sponsorship transfers and state licensing go through Brian Hill, brian@aspirehomeloans.com.
  • Google Business Profile — your local search listing You google.com/business · category Mortgage Lender. Yours to claim and verify.
  • Business cards — Vistaprint, "Upload a Complete Design" You Get the print-ready art from the LO Launch Kit. CLEAR doesn't order cards for you — you place and pay for your own order.
Step 7 · prove it works

The last mile

Run this list before you call it done. Each one catches a problem that's much worse to find in front of a borrower.

  • Send yourself an email from Outlook — and check that your signature, logos and all, came through
  • Open a loan in LendingPad and a file in Floify
  • Price a real scenario in Polly
  • Open a contact in the CRM and make sure your calendar is showing
  • Generate one pre-approval letter and look at it in PDF
  • Open a file from OneDrive and from SharePoint — if SharePoint is empty, that's a permissions issue, call Briantek
  • Join a Teams meeting — test your camera, mic and speakers now, not two minutes before the call
  • Set your bookmarks bar — Ctrl+Shift+B in Chrome, and put the Toolkit, Resource Center, CRM, Polly and your Floify link on it
  • Delete the exported password file from Step 1 once everything is signed in
  • Now you can wipe and return the old computer
🆘 Stuck?

Who to ask — don't sit on it

Clear Home Loans, a Division of Aspire Home Loans, LLC · NMLS #1955132 · Equal Housing Lender
Internal setup reference for CLEAR loan officers. Not for consumer distribution.