Generate Credit Screen Ratios
Select New Application from the Application Dashboard
From the Tree View:
- Expand Leasing
- Select Application Dashboard
- 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
- Open the Document
- Select Fill & Sign
Edit the PDF using the Fill & Sign Feature
In the Fill & Sign Function of the PDF Viewer/Editor
- Select a tool from the Ribbon above (either Text box, X- mark, Checkmark, Circle, Strikethrough/Underline, or Bulletpoint)
- Then mark the Account Entries, one at a time.
- 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