How to set up
I M P O R T A N T
Activating the integration with the username and password you use to log into your Equifax portal WILL NOT WORK.
We require a different set of login details (username and password) for use in Salestrekker.
Those can be obtained by contacting Equifax at salesAU@equifax.com and informing them that you will be using Equifax through 3rd party service or contacting your aggregator for assistance with obtaining these details.
Once you have your username and password for Equifax, you can add them in the settings>>3rd party integrations>> Equifax
When you turn the integration toggle to "ON", new pop-up window will show up where you need to add credentials - username and password.
Press "Save" button and the integration will be successfully connected.
How to use
Requesting credit score can be done from a deal, client profile section.
Press the Equifax button and choose one of the following options:
OneScore
Comprehensive Score or
Negative score
Fill in the required data, then press "Save" button.
Credit score will be generated and PDF report saved in the deal view >> "Notes" section
How to download previously created report?
For downloading previously created report, press the Equifax button again, and then click on the "Download previous PDF" button.
