How to utilize Funding Suite & Informative Research for Credit and AUS?
Funding Suite and Informative Research require two sets of credentials—one for credit and one for running AUS. For non-system admin users, scroll down to the loan officers and loan level sections.
System Administrators
- Navigate to Settings in the top navigation bar
- Click on Actions on the left-hand menu
- Click on Credit Report within the list of actions.
- Click on the Contacts Tab
- Navigate to Funding Suite by Covis OR Informative Research
- Click the checkbox to choose the option.
- Click the drop-down arrow to see more details
- Set the Credentials source type to Company or User.
- Enter the AUS re-issue credentials provided by Funding Suite or Informative Research.
- If this is your first time activating credit, click Save & Activate; otherwise, click Save.
Loan Officers
- Navigate to your profile in the top right of the system
- Click on your name and in the drop-down choose Profile
- In the left-hand menu, click Actions.
- Locate the credit vendor and enter your credit issue credentials provided by the credit vendor.
- Click Save.
Loan Level
- To pull credit, navigate to the Actions section.
- Click the Send button for Credit Report
- Make sure to set Use Credentials to "My Credentials"
- Ensure all other fields are accurate and click Send Request.
- Upon successful credit, navigate to AUS on the list of actions.
- Click the Send button for AUS
- Ensure the Use Credentials in the AUS screen is set to Company, not user.