Installation - Step 5Information on getting started with LASER Credit Access.
STEP 5: Generate Credit Report
In order to generate a credit report it’s mandatory that you’ve entered the contact’s name, social security number, and mailing address.
As you may recall, when we first created a contact back in Step 3, we only entered their name and address. We were not able to add a social security number because we didn’t have that field yet. Now that we have added the Social Security Number field (Step 4), we need to go back to the contact we created and add their social security number from the table displayed at the bottom of Step 3. Click HERE to go to that table, highlight and copy the applicable social security number, then use your browser’s Back button to return here (or use the “Jump to step” navigation at the top of the page).
With the contact record open, click “Edit”.
Now enter or paste the social security number from the chart at the bottom of Step 3. Please remember that YOU decided where this field would be located back in Step 4, so the field may not be located where it is shown in the screenshot below.
Now that all of the mandatory information has been added to the contact’s record, we can go ahead and pull a credit report.
To do so, check the “Pull Credit Report” box. Please remember that YOU decided where this field would be located back in Step 4, so the field may not be located where it is shown in the screenshot below.
The process to pull a credit report only takes a few seconds, so after waiting a short time refresh your browser. You MUST refresh your browser before you will be able to see the credit report you just pulled.
Once your browser has been refreshed your newly pulled credit report can be pulled on the Personal Credit Report related list.
That’s it! You’ve now successfully installed LASER Credit Access and pulled a sample credit report.
If you have any additional question, please feel free to Contact Us.