How to Order Credit from Interview Review

Modified on Mon, 10 Mar at 1:26 PM

This guide will walk you through the step-by-step process of pulling a credit report through the Interview Review flow in Charlie.

Instructions Order Credit

Step 1: Navigate to Interview Review
Step 2: Select Credit & Liabilities
Step 3: Order Credit
Step 4: Select Report Type
Step 5: Enter Credit Details and Submit

Step 1: Navigate to Interview Review

From the main Loan Overview screen, click on the 'INTERVIEW REVIEW' button.

Step 2: Select Credit & Liabilities

From the menu on the left, select 'Credit & Liabilities'

Step 3: Order Credit

On the Credit & Liabilities screen, click on the 'ORDER CREDIT' button.

Step 4: Select Report Type

Select the Type of Report (New, Reissue or Upgrade).

Step 4: Enter Credit Details and Submit

Charlie will prompt for any missing information required to complete an order. Fill in the fields and click 'SAVE'.
Enter the Credit Details for the type of report being requested. Click the 'SUBMIT' button to generate the report or 'CANCEL' to start over.

NOTE: Lenders can set default options for credit pulls, including vendor, pull type (Soft or Hard), and default bureaus for Soft pulls. Applicant details auto-populate to streamline the process. Contact your Account Manager for more details.

Once the credit order is complete, the Credit & Liabilities screen will update automatically, displaying liabilities and report details as well as the overall loan credit information within the Info Card and in the Overview.