This article guides you through the process of running a credit QuickScan and a full Credit Report using 700 Credit in AutoRaptor. Don't have 700Credit? Contact Support today for more information! *US Customers only
Step 1: Ensure the Customer Has an Up Sheet in AutoRaptor
Search for the Customer:
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Go to the top navigation bar in AutoRaptor and select the "Up Sheet" menu.
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Make sure you are viewing “All” Up Sheets.
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Enter the customer’s first name, last name, email, or cell phone number in the search fields, then click “Search.”
Check for an Existing Up Sheet:
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If the customer already has an Up Sheet, it will appear in the search results.
Create a New Up Sheet (if needed):
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If no Up Sheet exists for the customer, click the “Add New Up Sheet” button at the top of the page.
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Fill in the customer’s contact information, including their address, to create a new Up Sheet.
A customer must have a full address to run a QuickScreen or Credit Report!
Step 2: Run a Credit QuickScreen or Credit Check
Access Buyer Details:
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Once the Up Sheet is created, navigate to the buyer details section where you’ll see options to run a “QuickScreen” or a “Credit Check.”
Run a QuickScreen:
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Select “QuickScreen” to initiate a QuickScreen on the customer.
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If the customer meets the necessary criteria, the results will be displayed.
Run a Full Credit Check:
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If you need a full credit check, select "Credit Report."
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You’ll be prompted to enter the customer’s Social Security Number before proceeding.
