Pulling credit reports in Calyx Point Software

 

1. Create your Calyx Point Borrower’s file (if not done so already).

 

 

 

2.    Click on Interface | Internet Services

 

 

 

 

3. Select Synergistic Xpertonline.net Interface and click on the Send Data button.

 

4. Enter your login information:

 

 

 

 

5. Select the product you desire and click Submit.

 

 

 

6. The system will process the information and display the credit report on the screen.  You may print the credit report at this time.

 

 

Note

 

You can always log into your account at www.statewidecreditservices.com and view all your credit reports in the Report List.

 

 

 

7. Close the credit report and it will bring you back to this screen:

 

Click the Receive Data button

à This will import the credit report’s liabilities into the Calyx Point Borrower’s file.

 

Check:  You can double-check the liabilities in Page 2 of the Loan Application in the Calyx Point Borrower’s file.

 

 

REMEMBER

Always pull credit reports with calyx point software if you want the liabilities to import from the credit report into the Calyx Point Borrower’s file.