The credit reporting tool is specifically the place where credit information can be exported from LoanPro. To learn how to report credit, see the Report Credit Article.
In order to export credit data, you first have to select the loans for which you want to export data. This can be done from the Loan Manager. To loan loans into the credit reporting tool, search for the loans you want and the choose “Credit Report” from the Data Options drop-down.
Note: Inactive loans will not be included in the export.
The “Setup” area of the credit reporting tool specifically for use with Credit Manager IV. If you are not using Credit Manager IV to report credit, you can disregard this are of the tool.
Note: You need an account with at least one credit bureau in order to report credit.
To set up Credit Manager, you will need to follow these steps once it’s installed:
Download the .ID4 file and save it on your computer.
Place the file in the following folder: Users\[Your User Folder Name]\AppData\Roaming\TSBSoftware\Credit Manager 4\ImportDefs on your computer.