1. Complete the client's profile
Make sure the client's personal information is filled in under Profile, and their credentials are entered under Credentials.
2. Go to the Report tab
Inside the client's profile, click the Report tab.
3. Download the report
Click Download Report to pull the client's credit report.
Requirements by provider:
SmartCredit: your account must have the API Key and API Secret configured (see Setting Up SmartCredit), and the client must be associated with your company in SmartCredit under the same email used to create their account.
IdentityIQ / MyScoreIQ: the client's username and password entered under Credentials are sufficient — no additional setup required.
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