The Credit menu is in the Verification submenu.  It contains two tabs. The Scores tab and the Reports tab. The Scores tab will display credit scores entered for contacts and companies entered on the entities screen. The Reports tab will allows you to order credit reports and to view the status of previously ordered reports. From the overview page for a loan:

• Click on Verification in the menu on the left.
• Click on Credit in the submenu that appears. 
• Click on the name of a contact or company to load their Credit & Identification tab and enter score information manually if you wish. A pop up will appear. 

• Fill in the information and click save.

• Check the box in the "Include in Memo" column to include the contact or company credit info in credit memos.

 

You can use the Order button or the Reports tab to order credit reports.

 

If you use the Reports tab:

• The tab will load. You will see any previously ordered reports listed in the table. Click the Order Credit Report button.
• You will be asked to log in to your Business Credit Report account.

If you use the Order button:

• You will be asked to log in to your Business Credit Report account.

 

•  Choose a credit report type.
• Choose your branch.

• Next review the information to ensure you are ordering the correct report for the correct company or contact. When you enter the name of the company or contact, you may be presented with a list of companies or contacts that match your entry. Make sure you select the correct entity by clicking on them in the list that appears.

• Click Order Credit Report.

• The pop up will update. You will see a button to view the report along with the credit score.
• You can review the report by clicking the View Report button. This report is accessible from the Reports tab. You can view it later if you wish.
• Click Close.

• You will return to the Reports Tab. You should see the report you have just ordered in the table.
• Click the Report URL to view the report at any time.