You may need to run business credit reports on Parent companies, Affiliates, Customers, Vendors, Suppliers, etc. Manual reports are optional reports in addition to any reports that have been set up to automatically run as part of your underwriting rules when you Evaluate a prospect. Follow the steps below to run a manual report. Please note: charges may apply to manual reports at the current rate per report.
➡️ Step 1: Navigate to the prospect's Application and locate the category. For example, Parent companies and Affiliates are usually found under the Company Information tab while Customers/Vendors are usually found under the Financials section or Accounts Receivable/Payable sections. Locate the correct one.
Example 1: You want to run a manual report on a company. Click Company Information and Credit Reports. Locate the Run Report button.
Example 2: You want to run a report on a Parent company related to the Prospect. Parent companies/affiliates are found under Company Information. If a parent company is listed on an application, it will pop up under Parent Company. If not, you can add the name/address.
Example 3: You want to run a business report on your prospect's Customers and/or Vendors. They are usually found under Accounts Receivable > Customers and under the Financials > Vendors tab. If the prospect uploaded an aging or connected their accounting system, the customers and vendors should appear automatically listed. If not, you can manually add each one or upload them from a list.
🤚 Step 2: Select the desired provider and Click Get Report.
🔎 Step 3: Once a report is ready, click on the Reports button to view the report/any previous reports.
🎉 Success!