Who is Service 1st?
We provide a unified validation source for all your loan manufacturing needs that will save you time and money. We maintain a proven track record of 30-50% faster turn times compared to industry benchmarks. Our strength is our industry knowledge and experienced processing team located 100% onshore in the U.S. We hire the best in our industry and strive to retain great people over the years. We take immense pride in the level of customer service we offer and our clients are able to develop positive, professional relationships with our team -- an advantage that allows personalized service excellence.
For more information, please visit srv1st.com.
Integration type: Credit
What will the Floify—Service 1st Integration support?
Floify’s integration with the Service 1st interface enables loan officers to automate a portion of their mortgage process by automatically collecting a borrower’s credit report from Service 1st.
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 Service 1st 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 Service 1st 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 Service 1st Integration and select the option to Edit Service 1st 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 Service 1st Request:
Complete the Service 1st 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 Service 1st. 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 Service 1st 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 Service 1st Integration and select the option to Edit Service 1st 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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