Generate Credit Screen Ratios

Select New Application from the Application Dashboard

From the Tree View:

  1. Expand Leasing
  2. Select Application Dashboard
  3. Click Application Evaluation Link for the selected applicant

Open Credit Report for Analysis

In the Credit Screening Report section... after generating the Credit Screening Report Click Here to view a Step-Step Tutorial Article

1.  Click View Report

The report will open in a separate window on your computer.

 

 

Analyze Credit Report

Click Here to view a Step-Step Tutorial Article  on How to Sign and Add text to a PDF Document

From the PDF Viewer/Editor

  1. Open the Document
  2. Select Fill & Sign

Edit the PDF using the Fill & Sign Feature

In the Fill & Sign Function of the PDF Viewer/Editor

  1. Select a tool from the Ribbon above (either Text box, X- mark, Checkmark, Circle, Strikethrough/Underline, or Bulletpoint)
  2. Then mark the Account Entries, one at a time.
  3. Once done, make your totals to enter them into the Credit Report Ratio Analysis section in the Application Evaluation Detail screen

Credit Report Ratio Analysis

In the Credit Report Ratio Analysis section... after analyzing the Credit Screening Report

1.  Fill in the totals from the Credit Screening Report

  • FICO score
  • # of Open Accounts
  • # of Delinquent Accounts
  • # of Judgements
  • # of Collections

2. Click SAVE

3. Totals will automatically calculate

4. Final Ratio Calculation will show