Birchwood Credit Services

Who is Birchwood Credit Services?  

You can get your online credit reporting and verification services from a number of providers, but only Birchwood can make that part of your job the best part of your day. Birchwood provides the most accurate mortgage online credit reports, tax return verifications, flood reports, collateral and property reports, credit re-scoring, and other related services.


Integration type: Credit 


What will the Floify—Birchwood Credit Services Integration support? 

Floify’s integration with the Birchwood Credit Services interface enables loan officers to automate a portion of their mortgage process by automatically collecting a borrower’s credit report from Birchwood Credit Services.


How to Set Up and Use

Manual Birchwood Credit Services Installation and Request Automatic Birchwood Credit Services Installation and Request

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 Birchwood Credit Services. 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 Birchwood Credit Services 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 Birchwood Credit Services Integration and select the option to Edit Birchwood Credit Services 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 Birchwood Credit Services Request:




Complete the Birchwood Credit Services 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!



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