CLEAR

CLEAR Resource Center

Team access — enter your personal PIN
(same PIN as the Pre-Approval tool)
◀ CLEAR Marketing Toolkit
CLEAR Home Loans
CLEAR · Resource Center

Where do I turn?

One page for everything: who to contact, HR & payroll, IT help, marketing & CRM, training, the Non-QM investor hub, and your AI tools. Bookmark it — this is home base.

🏁 Start here

New to CLEAR — or just stuck? Jump straight to what you need.

🔑 Your system logins

Sharon LittleJohn sends your login invites when you join. Watch your inbox for each of these — and if one doesn't arrive, reach out (don't wait):

  • LendingPad — our loan origination system (LOS)
  • Floify — application portal your borrowers use
  • Polly — pricing engine (Non-QM options live here too)
  • DocMagic — disclosures · username = your CLEAR email
  • Certified Credit — Full HD Tri-Merge + Soft Pull
  • Appraisal Firewall — track appraisal orders
  • GoHighLevel — the CRM (user seat in the main CLEAR account)
  • Pulse — pricing tools, analytics & your company dashboard. You already have this login — it's the system you were recruited through.
📊 Open Pulse → 📋 Full onboarding tracker →

📄 Key documents

Company files live on SharePoint — you'll sign in with your work Microsoft account.

🗓 2026 Payroll Schedule 🔒 Aspire Lock Policies 📞 Warm Leads Call Script 📁 All documents
👥 Who's who

The leadership team — and exactly what each person can help you with.

🧭 Not sure who to ask?

Your question is about…Go to
NMLS transfer, licensing, disclosuresBrian Hill
Marketing, websites, tools, brandChrista Votaw & Kari Cooper
GoHighLevel (CRM) setup & trainingKari Cooper
Locks, secondary, Non-QM & broker contactsDave Bennett
Underwriting & operations · system login invitesSharon LittleJohn
Processing & pipeline · trainingSher Sandvig
Early onboarding & recruitingBill Sandvig & Grant Whitmer
Corporate operations (Aspire)Helena Castillo
Payroll, benefits, PTO, tax formsVensure Employee Support (see HR ↓)
Computer / tech problemsBriantek IT (see IT ↓)
🧾 HR & Payroll

Payroll, benefits, tax forms, PTO, and employee-portal support — start here before emailing HR.

🔐 Employee Portal (ESS)

Pay stubs, direct deposit, tax withholdings, W-2 & 1095-C, PTO requests, benefits, dependents, personal info, and company handbooks.

Open the ESS Portal → 📘 Portal User Guide

💬 HR & Payroll Support — Vensure

For paychecks, deductions, benefits, W-2s, and enrollment. Live chat available 24/7.

✉️ employeesupport@vensure.com 📞 866-636-2855
🔑 Can't log in? Username, password, or registration issues → vfficientsupport@vensure.com
HR issueContact
Payroll, benefits, PTO, tax formsVensure Employee Support · 866-636-2855
Username / password issuesVfficient Support · vfficientsupport@vensure.com
Internal company policy questionsYour manager or HR
🛠️ IT Help — "HELP, I'm stuck!"

Anything tech: computer, email, systems acting up. Briantek is our IT help desk.

📞 Briantek IT Support

(346) 460-7474 — save this number in your phone right now. Email works too:

📞 Call Briantek ✉️ support@briantek.com

🧠 How to start the call (required)

Briantek supports several companies — always open with:

"Hi, this is [Your Name] from [Company Name], and I'm affiliated with Austin Capital Mortgage / Aspire Home Loans."
  • Be clear and brief about the issue
  • Stay on the line if remote support is needed
🎨 Marketing & CRM

Your brand tools, your database templates, and GoHighLevel help. Marketing = Christa Votaw & Kari Cooper.

📊 Your database — deal & partner trackers

Standard upload templates so contact, loan, and relationship data flows cleanly into GoHighLevel. Always use these templates when submitting contact data.

🔹 Client Deal Tracker 🔹 Realtor Partner Tracker 📘 SOP — How to Save Your Contacts

🖼 Brand logos & media library

The official CLEAR logo kit (monogram + full logo, every brand color, SVG/PNG/PDF) plus LinkedIn & Facebook covers and investor flyers.

📁 Open the Media Library
🎓 Training & systems

Learn the systems, stay sharp, stay secure.

🏦 Loan systems

Video walk-throughs of our core systems:

▶️ Floify Training ▶️ LendingPad Training

📇 CRM training

GoHighLevel — contact management, pipelines, automations, activity tracking. Kari Cooper runs CRM training; the AI helpers below cover the quick questions.

✉️ Email Kari
🔐 Security awareness training is required. Trainings arrive by email from Training@bp-securityawareness.com — complete them when you receive them (they're real, not spam).
🏦 Non-QM Lending Solutions — Investor Hub

Our in-house non-delegated correspondent investors: the active list, each rep, the scenario desks, and guideline references.

⚠️ Before you structure or submit a loan: the guideline files here are reference copies and may not be the current version — investor requirements can change at any time. You are responsible for confirming current guidelines directly with the investor rep first. The scenario desks below are the fastest way to get a straight answer. This hub is for organization & reference only.

💡 Pricing Non-QM

All of these options are in Polly — when pricing your scenario, click the NON-QM button. Questions? Reach out to secondary (Dave Bennett).

✉️ Email Dave 📇 Non-Del & Broker Contacts (xlsx)

Guideline references last reviewed: · Reviewed quarterly. Spot something outdated? Tell Christa — updates take minutes.

🤖 AI tools — work smarter

Purpose-built AI helpers for the team — and the bigger vision.