Credit Technologies

Who is Credit Technologies?  

Founded in 1990, Credit Technologies serves more than 1600 leading mortgage lenders and brokers nationwide (20,000+ individual users). Our FCRA certified staff are among the most highly trained and skilled professionals in our industry. Our commitment to our clients is simple, we’ll help you close more loans and cut costs. Our clients succeed where others fail because they have access to training and support not available through any other credit reporting agency.


Integration type: Credit 


What will the Floify—Credit Technologies Integration support? 

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


How to Set Up and Use

Manual Credit Technologies Installation and Request Automatic Credit Technologies 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 Credit Technologies. 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 Credit Technologies 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 Credit Technologies Integration and select the option to Edit Credit Technologies 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 Credit Technologies Request:




Complete the Credit Technologies 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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