Credit Pulling

General

It can be useful to know your customers' credit statuses before issuing them loans. That's why LoanPro is integrated with a service called Credco to enable credit pulling within our system.

Integration

In order to pull credit, you will first need an account with Credco. Once you have a Credco account, Credco will issue you a username and password. To use the LoanPro integration, enter your username and password into your linked Connections account.

How to Pull a Credit Report

You can pull a credit report from inside any customer file, whether you are inside the customer manager or a customer’s account. To pull credit, navigate to Customer Tools > Credit Score inside the customer file.

If the customer’s credit has already been pulled, you should see credit information listed here. If not, click the PULL CREDIT SCORE NOW button to pull credit.

You should get a popup that lets you choose which credit bureaus you want to pull from. You also have a box to check if you’d like the credit report saved as a PDF on the customer’s file. To continue with the credit pull, click  . This will pull the customer’s credit, enter the scores into the Credit Score page, and, if you chose to save the credit report, it will save a PDF to the Customer Documents.


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