Running a Credit Report

Running a Credit Report  

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Select the ‘New Credit Request’ option within the ‘Credit Reports’ tab.  

 

 

Select one or more of your preferred Credit Bureau provider(s), and complete the applicant/co-applicant information.  

 

 

Click the ‘Submit & View Credit Report’ button (or F2), ‘Submit & Print the Report,’ or ‘Submit & Go to Credit Application.’  

Depending on the option you’ve selected, you’ll either see the generated Credit Report right on the page, or you’ll be able to access it elsewhere. It’s available within an icon on Customer Manager, a hyperlink within the Credit Report Request Manager, and the ‘Edit/More’ dropdown on various pages.  

  

 

Running a credit report from an existing credit application  

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Select the ‘Customer Manager’ option within the ‘Deals’ tab.  

Select the ‘Credit Reports’ option from the ‘Edit/More’ button of the desired credit application.  

The ‘Request Credit Report’ page will open, where you can complete the request. 

 

 

Running Additional Bureaus  

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To run additional bureaus on an applicant, you can select the ‘Run Additional Bureaus’ option from the ‘Edit/More’ button within the ‘Customer Manager’ page or the ‘Credit Report Manager’ page.   

You will be directed to the ‘Request Credit Report’ page, where you can run an additional bureau on the applicant. 

  

Managing Credit Reports  

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Select the ‘Credit Report Manager’ option from the ‘Credit Report’ tab.  

Within the ‘Credit Report Manager’ page, you can manage all ran credit bureaus in one location. You can use the ‘Edit/More’ dropdown to:  

• View all credit reports for an applicant  

• View/edit a credit application  

• Run additional bureaus  

To view all credit reports for a single applicant, select the ‘View Credit Report Summary’ option under the ‘Edit/More’ dropdown within the Customer Manager, or select the Credit Bureau icon next to the applicant.  

 

 

Credit Bureau Status Icons Found on the Credit Report Manager 

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Refer to the icons and descriptions below to better understand the Credit Bureau statuses at a glance.  

Status Icon	Description
	Equifax
	TransUnion

 

 

Frequently Asked Questions

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