Underwriting Essentials
Manage Evaluation, Credit Reports, Financials, Lock Applications and more
9 articles
Upload a List of Customers/Vendors
Run a Manual Business Credit Report - Customers, Vendors, Affiliates
View Balance Sheet/Profit & Loss Reports
Application Lock Features
Printing Credit & Background Reports
Handy Guide to the Symbols in Evaluation
How to set Evaluation to Manual or Automatic
Download a Client Memo / Client Summary
How to Create a Test Application