You can pull a new credit report and credit score for the named insured in the Information tab.
Prerequisites
Before a credit score can be pulled, your BriteCore system must be integrated with ISO or LexisNexis Credit Scoring.
Pull new credit score and report
To pull a new credit score and report, open the desired contact and:
- Navigate to Credit Reports in the Role section of the Information tab.
- Select Get Credit Score. The new credit score will automatically populate in the Credit Reports table.
- Select the magnifying glass next to the new credit score to pull the credit report.
- The .pdf version of the credit report will appear as a tab at the bottom or at the top of the screen. Select the tab to open and view the credit report in a new tab.