Who is SharperLending XpertOnline?
The XpertOnline merged credit reporting system provides access points based on audience: CRAs/CRCs, and their financial institution clients.
Integration type: Credit
What will the Floify—SharperLending XpertOnline Integration support?
Floify’s integration with the SharperLending XpertOnline interface enables loan officers to automate a portion of their mortgage process by automatically collecting a borrower’s credit report from SharperLending XpertOnline or manually requesting a credit report.
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 SharperLending XpertOnline. 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 SharperLending XpertOnline 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 SharperLending XpertOnline Integration and select the option to Edit SharperLending XpertOnline Integration:
Enter your soft and/or hard pull credentials and select Save to confirm the changes:
Click the red, yellow, or green buckets to get into the desired borrower's loan flow:
Select the Add New Doc button:
Locate the option to initiate a SharperLending XpertOnline Request:
Complete the SharperLending XpertOnline Order Form and select the option to Place Order:
You will receive a Success message once the order has been placed:
After submitting the order form, the borrower’s credit report will be delivered to the yellow bucket of the corresponding loan flow within moments:
Ready for review!
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 SharperLending XpertOnline. 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 SharperLending XpertOnline 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 SharperLending XpertOnline Integration and select the option to Edit SharperLending XpertOnline 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:
Ready for review!
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