Pulling Credit Reports

1. Start on the client’s Service File, then click the arrow for more options at the far right of the quick action buttons at the top and select “Run Credit Report”
2. Choose whether you are running the report for the Applicant, Co-Applicant, or both (if there is a co-applicant)
3. Click “Save” to create the credit report
4. Completed credit reports are found under the “Financial” tab of the Service File
5. Click on the Report # to review the completed report