The Interfaces node provides a list of current bank-installed interfaces. The
Add New tab is used for establishing a new interface
record.
You can produce a credit report or an account verification within the
transaction. After you select the Add New tab, a new interface record
is initiated which includes your bank-installed interfaces. The primary relationship
information is defaulted into the appropriate fields.
Note The system allows Interface records to be created
while entering any transaction through Loans in Process.
-
ChexSystems®
- This interface runs an account verification on an individual or entity.
- Credit Reports
- There are four types of credit reports:
- Credco®
- Equifax®
- Experian™
- TransUnion®
Note A credit report or a ChexSystems® verification also can be run through the Interface node in Loans In Process. A transaction
is initiated in Loans In
Process when your process requires an application be produced from OnBoard prior
to running an interface. The main grid displays all credit reports and verifications conducted
at your bank. Icons provide shortcuts to Create Account or Create Notice of Action.