Who is Cisco Credit?
CISCO Credit is a leading provider of independent verification services to mortgage lenders, banks, credit unions, property management firms, and other businesses. Combining innovative services with cutting-edge technology and industry-leading customer service.
CISCO Credit is an independently owned and operated, national Credit Reporting Agency (CRA) with corporate headquarters in Mesa, Arizona. Founded in 1986, CISCO Credit has grown in the past 30 years to be one of the leading independent CRAs in the United States.
For more information, please visit ciscocredit.com.
Integration type: Credit
What will the Floify—Cisco Credit Integration support?
Floify’s integration with the Cisco Credit interface enables loan officers to automate a portion of their mortgage process by automatically collecting a borrower’s credit report from Cisco 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 Cisco 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 Cisco 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 Cisco Credit Integration and select the option to Edit Cisco 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 Cisco Credit Request:
Complete the Cisco 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 Cisco 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 Cisco 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 Cisco Credit Integration and select the option to Edit Cisco 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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