The loan pipeline is where you will manage all of your borrowers, including reviewing application and document data, making adjustments to the loan flow, and locating any additional information regarding the loan.
Among these options, you will have the option to reissue a credit report for your borrower.
If you already ran a credit report outside of Floify, you'll have the option to import your existing credit report into the loan flow and populate the 1003 application and LOS (if applicable) with the report data.
How to Use
In your active loan pipeline, find your borrower and select the red, yellow, or green icons on the left hand side to enter the loan flow:
Select the Add New Doc option near the right in blue:
Select the option to Reissue Credit Report:
Select the credit vender from the dropdown and enter the appropriate credit reference number from the vendor. Select Search:
Note: If the credit report cannot be found, you will be prompted to re-enter the information.
Once the credit report is found, it can be added to the loan flow via the Add to Loan Flow option. There will also be an option to Push liabilities to loan application and LOS for the credit pull.
Reissuing a credit report will add it to Docs Pending Review in your loan flow.