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Getting Started

Initial Setup​

Step 1: Access CLIQ Trade Finance​

  1. Log in to your BlockPeer account
  2. From the module selection screen, click on CLIQ Trade Finance
  3. You'll be taken to the CLIQ dashboard

Step 2: Understanding the Dashboard​

!Dashboard

The CLIQ dashboard provides a comprehensive overview of your trade finance activities:

  • Pre-Approval Requests: View and manage trade finance pre-approval submissions
  • Information Requests: Track investor inquiries and document sharing
  • LEI: To check Company Legal Entity Identifier
  • Financing: Monitor active financing requests and settlements

Step 3: Company Profile Setup​

Before initiating any trade finance requests, ensure your company profile is complete:

  1. Click your Avatar (top-right)
  2. Navigate to Organization Settings
  3. Complete required information:
    • Company legal name and registration details
    • LEI (Legal Entity Identifier) if available
    • Business address and contact information
    • Banking details and preferred currency
  4. Click Save Profile

Quick Start Guide​

For Companies (Requesting Finance)​

  1. Submit Pre-Approval: Create a trade finance pre-approval request with basic trade details
  2. Respond to Information Requests: Share additional documentation when investors express interest
  3. Create LEI Financing Request: Submit formal financing request once pre-approved
  4. Negotiate Terms: Communicate with investors on ROI and settlement terms
  5. Finalize Agreement: Complete the financing agreement and receive funds

For Investors​

  1. Browse Opportunities: Review pre-approval requests on the dashboard
  2. Request Information: Express interest and request additional documentation
  3. Submit ROI Proposal: Update financing terms with your proposed ROI
  4. Communicate: Discuss terms directly with companies
  5. Approve Financing: Finalize and fund approved trade finance requests
  • Dashboard: Central hub for all trade finance activities
  • Pre-Approval: Manage trade finance pre-approval requests
  • Information Requests: Handle document sharing and investor inquiries
  • LEI Financing: Create and manage financing requests and settlements

Best Practices​

  • Complete your profile thoroughly before submitting requests
  • Respond promptly to information requests to maintain investor interest
  • Keep all trade documentation organized and readily available
  • Communicate clearly with investors during negotiation
  • Review all terms carefully before finalizing agreements

Troubleshooting​

Q: I can't access the CLIQ module A: Ensure you have the necessary permissions. Contact your administrator to grant CLIQ module access.

Q: My verification is taking longer than expected A: Verification typically takes 24-48 hours. If delayed, contact support with your reference number.

Q: How do I know if an investor is interested? A: You'll receive an information request notification when an investor wants to learn more about your trade finance opportunity.

Q: Can I edit my pre-approval request after submission? A: Pre-approval requests can be edited before investor engagement. Once information requests are received, contact the investor to discuss modifications.