Who is CRS Credit?
Credit Reporting Services, LLC (CRS Credit) is a national, full-service credit reporting agency certified as a re-seller for Experian, TransUnion and Equifax. We offer a suite of automated API’s for industries requiring credit data. With an impressive portfolio of data products and services, we can satisfy the most challenging consumer lending and credit requirements all backed by decades of knowledge and experience in the credit reporting and software industries.
For more information, please visit crscreditapi.com.
Integration type: Credit
What will the Floify—CRS Credit Integration support?
Floify’s integration with the CRS Credit interface enables loan officers to automate a portion of their mortgage process by automatically collecting a borrower’s credit report from CRS Credit.
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 CRS Credit. 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 CRS Credit 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 CRS Credit Integration and select the option to Edit CRS Credit 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 CRS Credit Request:
Complete the CRS Credit 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 CRS Credit. 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 Apply Now Settings tab:
Scroll down to Credit Report Integrations and select the option to Edit Credit Report Integrations:
Select the option to enable CRS Credit 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 CRS Credit Integration and select the option to Edit CRS Credit Integration:
Enter your soft and/or hard pull 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 soft or hard pulls. Select the credit vendor from the dropdown. Make sure you select Save to confirm the changes:
Note: Soft pulls need to be enabled additionally on the company level. You can find more information regarding soft credit pulls here: Enable Soft Credit Pulls.
Ready for review!
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