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
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 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.
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