Installing a Credit Report Vendor

Overview

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

 

 

How to Set Up and Use

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:

 

 

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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:

 

 

Screen_Shot_2020-11-24_at_7.01.46_AM.png

 

 

Select Install Company Level Integration to complete the installation:

 

 

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Select the Apply Now Settings tab:

 

 

Screen_Shot_2020-11-23_at_2.06.23_PM.png

 

 

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

 

 

Screen_Shot_2020-11-23_at_2.06.45_PM.png

 

 

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

 

 

Screen_Shot_2020-11-23_at_2.06.52_PM.png

 

 

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

 

 

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

 

 

Screen_Shot_2020-11-23_at_2.21.46_PM.png

 

 

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

 

 

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

 

 

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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

 



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