Interfaces

The Interfaces node allows you to run a credit report or account verification within a transaction.

Selection of the Add New tab initiates the creation of a new interface record. The interfaces the bank installs appear when the option is selected. The primary relationship information is entered in the appropriate fields when Add New is selected.

Tip If your bank policy requires an application is produced and signed by an applicant prior to running an interface, open Document Type in the Application section and print the application through the Doc Manager node prior to running the interface.