Before you can pull a credit report through PreApp on any borrower, the system requires that you have a few pieces of information added to their file: SSN, Current Address, Marital Status and eSignature.
You can click the little Info Icon beneath the Credit Scores column when in the file to see which data pieces are missing for that borrower.
Once all required info is entered, you can click either “Credit Options” on the Info Window that shows when you click the little Info Icon beneath the Credit Scores column or Actions/Interfaces on the Nav Menu to the left and select Credit.
Use the blue Pull Credit Options button in the upper right-hand corner to open the Pull Credit window.
Fill in all fields and click the blue Pull Credit Now button.
The PDF version of the report will be found by clicking Document Manager on the Nav Menu to the left and selecting All.
Clicking Credit under Actions/Interfaces on the Nav Menu to the left will show the details of the report and allow you to edit the Trade Lines from the report.
The Liabilities tab of the application will also show the Trade Lines connected to the borrower’s name and allow you to edit them.
