Overview
Glide allows your credit union to automatically run a soft pull credit report when new applications are submitted. Experian, Transunion, and Equifax are supported. Depending on the setup, these reports can be auto-generated or manually triggered by staff via the dashboard.
Key Features
Soft Pull Credit Report: The report generated is a soft inquiry, ensuring no impact on the member's credit score.
Document Storage: When a credit report is auto-generated, it will be automatically stored in the documents table on the Glide dashboard and sent to your document storage solution for easy access and record-keeping.
Manual Execution: Staff members can always manually generate a credit report on-demand through the dashboard, offering flexibility in handling specific cases.
Auto Run Setup Options
To tailor the credit report generation process, you can configure the following:
Role Selection: Choose which roles should automatically trigger a credit report upon submission. You can select multiple roles and define these per membership:
Personal Membership: Primary, Joint Owners
Minor/Youth Membership: Primary (minor), Joint Owners
Trust Membership: Trustee, Trustor as Trustee, Trustor
Business Account: Authorized Signer, Business Owner
Minimum Age Requirement: Specify the minimum age for credit report generation. Reports will not be generated for members below the selected age threshold.