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 Borrower Credit 

Step 1: Navigate to Borrower Detail

• To begin, click on a Borrower from the list in the Parties Overview sides sheet. 

Step 2: Click Credit Tab

• On the Borrower Details screen, click on the 'CREDIT' tab.

Step 3: Review Report Details

• Once the Credit Order is returned, the 'CREDIT' screen will be updated automatically with the credit report details, including accounts, credit scores and inquiries. 

Step 4: Review Liability Details

• To view account details and manage the liability, click the name of the creditor in the liabilities section.  
• 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 the 'Documents' section and filtering the 'Category' by Credit Report.
• Click on the report you wish to view.

• View the PDF.

• Note - click 'POPOUT' on any Document to open on a different screen. 

Loan level credit report details for all borrowers can be accessed by navigating to the 'Credit' Progress Item.