Merge Credit/Import Liabilities
- Click Merge Credit on the tool bar or Order Credit on the Borrower Summary page.
- Select your credit vendor from the drop down menu.
- Click here for a complete list of CRAs integrated into LoanAce.
- Enter your CRA login. An existing account must already be established.
- Click Order Credit and the credit report will be ordered.
Note: 'Import Liabilities' is checked by default. Liabilities automatically import onto page 2 of the 1003. You will receive confirmation once download is complete.
- A PDF copy of the credit report is saved in your LoanData folder. To view the full report, simply click the View Credit button on the borrower summary page.
- View the imported liabilities, on page 2 of the 1003.
- Click View All to see the complete list of liabilities.
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