How to Setup Company/User Credit Report Credentials?

*Meridian Link credit vendors and Factual Data by CBC offer soft pull options*** The same process as follows to enter soft pull credentials.

Go to Settings in the Top Color bar
Click on the Actions Tile
Click on the blue pencil next to the credit report
Click on Contacts
Locate your credit vendor on the list
click the check box to choose
Set source type to company (if each user has their own credentials set to user)
Enter the username and password and soft pull if applicable
Save changes on the top right.
If this is your first time activating credit, once you save, go back into the action, click the activate button, and then save.
For Funding Suite and Informative Research as credit providers, they require a different set of credentials for DO/DU runs. In that case, select “Company or User” i, and enter company credentials for DO/DU runs in that screen. Users will each enter their own credit report credentials to run their credit report. When running DO/DU, uncheck “Use My Credentials” to run.