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A user can pull credit reports of any borrower or co- borrower by using the Import action tool within lead details on inflow (see Permission for more details)

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  • Click on the Credit Report option will display a Request Credit Report popup

  • A credit report can be requested for the borrower or co borrower individually or jointly

  • Currently, Insellerate is integrated with Funding Suite and Equifax as the reporting service that provides credit report from the 3 credit bureaus of Transunion, Experian and Equifax

  • The user has the option to select any 1, any 2 or all 3 of the credit bureaus for the credit report information

  • Before requesting a credit report, there are specific lead details that are mandatory to be able to generate a credit report

    • SSN number

    • Birth date

    • Mailing address

    • If the above details are not provided, a warning toaster will be displayed asking the user to enter the missing details

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