Run an Equifax or illion credit report

Check a client’s credit file without leaving the fact find, and have their liabilities filled in for you.

Who this is for: Brokers

Before you start

• You need the client's consent to run a credit check.

• The applicant's name, email, phone number and gender must be filled in. A driver licence isn't needed.

• The Equifax integration is switched on by request. You don't need your own Equifax subscription: checks are billed on your Effi invoice ($8.20 per consumer report, $13.20 per commercial report).

Run an Equifax check

1. Open the lead and go to the fact find.

2. In Personal Details, check the applicant's details are complete.

3. Click Run Credit Check in the Equifax section and wait a few seconds.

4. Review the results. Effi fills in Liabilities with the accounts found, adds a summary to Broker Notes and saves the report against the lead.

Equifax doesn't return property or vehicle assets, so enter those as usual.

Use your own illion account for bank statements

1. Go to Settings > Capturing Bank Statement.

2. Enter your illion referral code and click Save.

   

If a business admin adds the code, every broker in the business can use it.

Need a hand?

Email [email protected] and our team will get back to you.