In Charlie, all key credit report details are displayed directly on-screen, making it easy to review at a glance. If you need the full report, you can also view the PDF. This guide covers how to review both.

Instructions to View Credit Report in Interview Review

Step 1: Navigate to Interview Review

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

Step 2: Review Credit & Liabilities Screen

• Once the Credit Order is returned, the Credit & Liabilities screen will be updated automatically with Liability details and overall loan level credit information in the Info Cards and in the Overview.   

Step 3: Select Tab

• Access details for different credit report sections by clicking on the corresponding Tab. 

Step 4: Manage Liabilities 

• To view account details and manage the liability, click the name of the creditor on the Liabilities Tab. 

• Click 'EDIT' to update any of the fields. 
• Select 'SAVE' to apply changes or 'DISCARD' to cancel. 

Step 5: Access PDF

• The PDF of the report can be viewed by selecting it under Documents on the right of the screen. 

There is a 'SOURCE' icon for each liability that will tell you how the liability was populated. 

Liabilities populated from a credit report will show a "Vendor Response" source that looks like this: