Floify has many different credit vendors available for ordering soft or hard credit reports. Use this guide to install and configure your credit reporting vendor of choice.

To view a list of our current partners, you can check your company settings, or check out our integrations page: Floify Integrations

Manual Credit Pull Installation for Live Loan Flows Automatic Credit Pull Installation for Apply Now

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

Navigate to Company Settings and select the Integrations tab:
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Scroll down to locate the credit vendor you wish to use. Select the plus sign towards the right to install:

Select Install Company Level Integration to complete the installation:

Select the Apply Now Settings tab:

Scroll down to Credit Report Integrations and select the option to Edit Credit Report Integrations:

Select the option to enable your vendor and select Save to confirm the change:

Navigate to Home and switch back into the user's account:

From the team pipeline, navigate to Settings and select the Integrations tab:

Scroll down to the vendor and select the option to Edit Integration:

Enter your soft and/or hard pull credentials and select Save to confirm the changes:

Once installed, you can request a report from add new doc in a loan flow. Read more about this here: Running Soft and Hard Credit Reports Manually

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:

Navigate to Company Settings and select the Integrations tab:
​

Scroll down to locate the credit vendor you wish to use. Select the plus sign towards the right to install:

Select Install Company Level Integration to complete the installation:

Select the Apply Now Settings tab:

Scroll down to Credit Report Integrations and select the option to Edit Credit Report Integrations:

Select the option to enable your vendor and select Save to confirm the change:

Navigate to Home and switch back into the user's account:

From the team pipeline, navigate to Settings and select the Integrations tab:

Scroll down to your desired Credit Integration and select the option to Edit Credit Integration:

Enter your soft and/or hard pull credentials and select Save to confirm the changes:

From your team pipeline, navigate to Settings and select Apply Now:

Scroll down to Apply Now General Settings and select the option to Edit Apply Now General Settings:

Select the option Enable Credit Report Integration and select soft or hard pulls. Select the credit vendor from the dropdown. Make sure you select Save to confirm the changes:

Note: Soft pulls need to be enabled additionally on the company level. You can find more information regarding soft credit pulls here: Enable Soft Credit Pulls.

Ready to go! When a borrower applies this will automatically pull credit and the borrower’s credit report will be delivered to the yellow bucket of the corresponding loan flow after it is converted from a prospect to a live loan flow.