Fields
These fields display on the Credit Check tab when Rental History Reports is selected as the Credit Agency used to process the credit check.
If you run a credit check using Rental History Reports, the results of that credit check will display on Lease Changes Task Selection and Credit Check: Occupants List.
Note
Red dots 
mark required fields or selections that must be completed
before you are allowed to continue.
Report Information
Report Type
Select a report type from the drop-down list: Background Report, Subsidized Occupant, Internal Resident Transfer, Student - Credit and Criminal, Criminal Only, FTE - Complete Search, FTE - Eviction Only.
Personal Information
Name First / MI / Last
Enter the first name, middle initial and last name of the person applying for the credit check. Middle initial is not required.
SSN
Enter the social security number for the person applying for the credit check.
Date of Birth
Enter the date of birth for the person applying for the credit check. Use the format: MM/DD/YYYY or select from the electronic electronic calendar.
Driver's License State
Enter the two-character abbreviation for the state that issued the driver's license for the person applying for the credit check.
Driver's License Number
Enter the driver's license number for the person applying for the credit check.
Current Address Information
Line 1
Type the first line of the address where the applicant currently lives.
Zip / City / State
Type the zip code, city, and state that identify where the applicant currently lives.
Employment Details
Monthly Emp. Inc. (pre-tax)
The amount that displays is based on the annual
income amount (pre-tax) entered in Occupant Demographics and is calculated
as Annual Income divided by 12. The system auto-calculates this amount
and defaults it into this field. If needed, the system allows this amount
to be overridden by entering a different dollar amount, but does not permanently
save the change.
Example
For instance, if the applicant's Annual Income (as reported in Occupant Demographics) is $12,000, the amount defaulted in this field is $1,000. You can override this amount by entering a different value, such as $1,200 and submit the credit application but the next time a credit application is run for the same applicant this field defaults to the Annual Income/12 as originally stated. It does not remember your previous change.
Other Monthly Income
Enter any additional monthly income that should be considered for the credit check.
Employer
Enter the name of the company or person who currently employs the applicant.
Length of Emp.
(in months)
Enter the number of months the applicant has worked for the current employer.
Authorization
Username
Enter your Rental History Reports username.
Password
Enter your Rental History Reports user password.
Applicant Consent Obtained
Check the box to indicate that the applicant has agreed to allow you to run a credit check.
Co-application Information
"There are no co-applications at this time" displays if there is no co-applicant for the credit check.
If there are co-applicant(s) for the credit check, a table shows Co-applicant Name (link), Include in Screening (Y/N), Required Information Complete (Y/N). Yes or No appears for a co-applicant based on entries made in the window that appears after you click on the link for a co-applicant.
Click the link for a Co-applicant to run the credit check for that co-applicant also. A window opens that is used to enter Co-Applicant information for the credit check.
Include in Screening
A drop-down box used to tell the system whether to enable or disable Co-applicant information fields. If you check the box the following fields appear.
Co-applicant Personal Information
Applicant Type
Select an applicant type from the drop-down list: Co-Applicant, Spouse, Occupant, Guarantor.
Name -
First / MI / Last
Enter the first name, middle initial and last name of the co-applicant applying for the credit check. Middle initial is not required.
SSN
Enter the social security number for the co-applicant applying for the credit check.
Date of Birth
Enter the date of birth for the co-applicant applying for the credit check. Use the format: MM/DD/YYYY or select from the electronic calendar.
Driver's License State
Enter the two-character abbreviation for the state that issued the driver's license for the person applying for the credit check.
Driver's License Number
Enter the driver's license number for the person applying for the credit check.
Co-applicant Current Address Information
Line 1
Type the address where the co-applicant currently lives.
Zip / City / State
Type the zip code, city, and state that identify where the co-applicant currently lives.
Co-applicant Employment Details
Monthly Emp. Inc. (pre-tax)
The amount that displays is based on the annual
income amount (pre-tax) entered in Occupant Demographics and is calculated
as Annual Income divided by 12. The system auto-calculates this amount
and defaults it into this field. If needed, the system allows this amount
to be overridden by entering a different dollar amount, but does not permanently
save the change.
Example
For instance, if the co-applicant's Annual Income (as reported in Occupant Demographics) is $12,000, the amount defaulted in this field is $1,000. You can override this amount by entering a different value, such as $1,200 and submit the credit application but the next time a credit application is run for the same co-applicant this field defaults to the Annual Income/12 as originally stated. It does not remember your previous change.
Other Income (monthly)
Enter any additional monthly income that should be considered for the credit check.
Employer
Enter the name of the company or person who currently employs the co-applicant.
Length of Emp.
(in months)
Enter the number of months the co-applicant has worked for the current employer. You can type a number into the field or use the arrows to select a number.
Co-applicant Authorization
Applicant Consent Obtained
Check the box to indicate that the co-applicant has agreed to allow you to run a credit check.
See Also
Credit and Insurance Agencies Overview
Credit Agency/Renters Insurance Tab
Copyright © 2018 Infor. All rights reserved. www.infor.com.