Classic - Credit Pull

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 for details.

Instructions

1. Click the Import action tool.

2. Click the Credit Report option.
   
   

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3. 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 and Equifax 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 popup notification is displayed asking you to enter the missing details.

      1. SSN number

      2. Birth date

      3. Mailing address

4. Click Request to request the credit report.
   
   

   Open

   

    

5. The Confirm Credit Request popup appears. It notifies you that a charge may be incurred for the credit report.

6. Click Yes to confirm the request. A blue popup notification is displayed notifying you that the report is in process.
   
   
   

   Open

   

    

7. If the request is successful, another green popup notification is displayed notifying you that the credit report has been successfully pulled and can now be downloaded

8. Click the green popup notification to download the physical credit report.