How to use Equifax integration
Updated
by
Caroline Pollard
Getting Started with Credit Checks
The first and most important step is ensuring you have a signed Credit Guide and Privacy Disclosure on file.
Required Client Details
Next, navigate to the Home Loans section within the deal. Before running a credit check, ensure all required client details are completed, including:
- Title
- First and last name
- Date of birth
- Gender
- Contact information
- Address
Running the Credit Check
Once these details are entered, click on the Equifax button and select One Score.
As a best practice, select:
- $1
- Property
- Sole account
Then click Save.
Handling Missing Information
If any required information is missing, the system will prompt you. For example, if gender has not been entered, you will receive a notification.
Simply update the missing field and click Save again. It is important to save each time new data is added.
Return to the Equifax button. If the address is missing or incomplete, the system will prompt you again.
Address Entry Options
For addresses, you have two options:
- Preferred method: Use the system search function to locate and select the correct address
- Alternative option: If the address does not appear, select Edit Address and manually enter it as either a standard or non-standard address
Once the correct address is in place, click Equifax again, select the required report, and click Save.
Confirmation
When the credit check is successful, you will receive a system notification along with an Inquiry ID confirming the request.
