Universal Credit Services

Who is Universal Credit Services?  

Universal Credit Services has grown to be one of the largest national providers of mortgage services, lending services and tri-merge credit reports by consistently providing the industry’s top customer service. Since 1992, Universal Credit has helped industry leaders mitigate risk, close loans faster, overcome underwriting challenges, save on costs and provide professional assistance every step of the way. 

For more information about Universal Credit Services, visit universalcredit.com.


Integration type: Credit 


What will the Floify—Universal Credit Services Integration support? 

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


How to Set Up and Use 

Manual United Credit Services Installation and Request Automatic United 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 Universal 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 Universal 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 Universal Credit Services Integration and select the option to Edit Universal 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 Universal Credit Services Request:




Complete the Universal 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!



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Please sign in to leave a comment.