Floify

OverviewFloify has many different credit vendors available for ordering soft or hard credit reports. Use this guide to install and configu...

Installing a Credit Report Vendor

Overview
The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjus...

Running Soft and Hard Credit Reports Manually

Overview
Adding or updating your credit vendor password can be done easily and quickly in your account as needed.
 
This help article prov...

Update My Credit Vendor Password

Who is Xactus360?  
Xactus is the leading verification innovator for the mortgage industry. The company has over 6,500 clients ranging fro...

Avantus (Xactus360)

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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