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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.