Factual Data by CBC

Who is Factual Data by CBC?  

Factual Data by CBC offers a diverse portfolio of lending support solutions to the financial services industry. With tools designed to enhance efficiency and streamline processes, Factual Data by CBC solutions can assist with merged credit report services, identity, income and employment verification, fraud and risk mitigation, flood determinations, property appraisal, and valuation.




Integration type: Credit 


What will the Floify—Factual Data by CBC Integration support? 

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


How to Set Up and Use

Manual Factual Data by CBC Installation and Request Automatic Factual Data by CBC 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 Factual Data by CBC. 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 Factual Data by CBC 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 Factual Data by CBC Integration and select the option to Edit Factual Data by CBC 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 Factual Data by CBC Request:




Complete the Factual Data by CBC 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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