Who is Trended Credit*Hi-Lite?
Equifax is a global information solutions company that uses trusted unique data, innovative analytics, technology and industry expertise to power organizations and individuals around the world by transforming knowledge into insights that help make more informed business and personal decisions. The company organizes, assimilates and analyzes data on more than 820 million consumers and more than 91 million businesses worldwide, and its database includes employee data contributed from more than 7,100 employers.
Headquartered in Atlanta, Ga., Equifax operates or has investments in 24 countries in North America, Central and South America, Europe and the Asia Pacific region. It is a member of Standard & Poor's (S&P) 500® Index, and its common stock is traded on the New York Stock Exchange (NYSE) under the symbol EFX. Equifax employs approximately 9,900 employees worldwide.
Integration type: Credit
What will the Floify—Trended Credit*Hi-Lite Integration support?
Floify’s integration with the Trended Credit*Hi-Lite interface enables loan officers to automate a portion of their mortgage process by automatically collecting a borrower’s credit report from Trended Credit*Hi-Lite.
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 Trended Credit*Hi-Lite. Select the plus sign towards the right to install:
Enter your username and password. 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 Trended Credit*Hi-Lite 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 Trended Credit*Hi-Lite Integration and select the option to Edit Trended Credit*Hi-Lite Integration:
Enter your 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 Trended Credit*Hi-Lite Request:
Complete the Trended Credit*Hi-Lite 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 Trended Credit*Hi-Lite. Select the plus sign towards the right to install:
Enter your username and password. 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 Trended Credit*Hi-Lite 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 Trended Credit*Hi-Lite Integration and select the option to Edit Trended Credit*Hi-Lite Integration:
Enter your 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 hard pulls. Select the credit vendor from the dropdown. Make sure you select Save to confirm the changes:
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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