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You can pull the credit reports of any borrower or co-borrower by using the Import action tool within the lead details on inFlow. See the Permissions Master Document /wiki/spaces/INSPT/pages/981434369 for details.

Instructions

Click the Credit Report option.
The Request Credit Report popup will appear.
1. A credit report can be requested for the borrower or co-borrower individually or jointly.
2. Currently, Insellerate is integrated with Funding Suite andEquifax as the reporting services that provides credit reports from Transunion, Experian, and Equifax.
3. You have the option to select any number of the three credit bureaus for the credit report information
4. Certain lead details are mandatory to be able to generate a credit report. If these details are not provided, a warning toastr is displayed asking you to enter the missing details.
  1. SSN number
  2. Birth date
  3. Mailing address
Click Request to the request the credit report.
The Confirm Credit Request popup appears. It notifies you that a charge may be incurred for the credit report.
Click Yes to confirm the request. A blue toastr is displayed notifying you that the report is in process.
If the request is successful, another green toastr is displayed notifying you that the credit report has been successfully pulled and can now be downloaded
Click the green toastr to download the physical credit report.

Info

The number of credit reports pulled by each user is displayed in the Sales Manager Report under the Credit Pulls column. See the Columns in Credits article for details.
All the downloaded credit reports can be accessed in the Document section of the lead details.
With each credit report generated and pulled, there is a new entry in the Lead History indicating that the lead’s credit was pulled.

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