Agent Link Contour 5.1 Interface

Downloading and Installing Agent Link's Contour Interface

1)      Access the 1 Source Data System Software Download page (Figure 1). Figure 1: Software Download   2)      Click on the Contour Interface (for version 5.0) link to begin download. 3)      Select the Save this program to disk radio button and click on OK 4)      Save DEMO_contour.exe to the computer Desktop.     Figure 2: Download dialog   5)      When download is complete, click on the Open button to begin installation wizzard.     Figure 3: Installation wizard   6)      During Installation there should be no interruption, unless the installer is unable to find Contourís borrower database file. The installer will prompt for the path from the user. At this point, the user can click on the Cancel button if the path is unknown. (The installer will look up file ëBors.mdbí which typically is under directory ìC:\Contour\Loans\î) 7)  Click on Finish to complete installation

Using Agent Link's Contour Interface

1)      On the desktop, there should be a short cut called AgentLnk. Double-click the AgentLnk icon and the following window should popup displaying the list of the borrower file in Contourís database.  Note: Please remember to save the file in Contour before you try to export any liabilities from the AgentLink into the file.   Figure 4: List of borrower files   2)      At this screen, you can click on SETUP to set up the path of Contourís borrower database file.     3)      When you click on setup, the window will now display this text box. Click on Browse to select the database file. (Look for file  ìBors.MDBî)     Figure 5: Contour Borrower's database setup   4)      The text box labeled Last Name will allow the user to search for a borrower in the list of borrower files in the database. 5)      You can click on the column header to sort the borrower by that column information. 6)      Double-click on the borrower that you want to pull the report.               Note: If the window is blank, make sure that the database path is configured correctly.   7)      After selecting the borrower file by double-clicking on that row, it should take the user to the login screen. After logging in using your login name and password (Figure 6), a confirmation screen should appear as in figure 7.  Make any changes necessary to the consumer data and click on the Order button.               Figure 6: Login screen   Figure 7: Consumer data entry interface   8)      When the report is ready, it should take you to the Credit Run Result screen shown in Figure 8. Click on Export File and it will export your liabilities to the file.  .  If the file was exported successful you will see the message as shown in Figure 9. 9)      After file has successfully exported, close the file in Contour, once you have saved it, and reopen it. The liabilities should now be exported into your file.   Figure 8: Credit run result               Options on Credit Run Result a)       Request RMCR:  Submit a RMCR request to the system. b)       Export this File: This a credit file for Contour to APPEND liabilities from the credit report to the borrower file (will not replace or remove the existing liabilities in the borrower file). c)       View:  Open the credit report in HTML format for viewing. d)       Express Print/ePrint: Print the credit report.  Note that you will need to have Acrobat Reader 4.05 installed. e)       Close: Close Agent Link window.   Figure 9: Export succeeded   Note: In the event that, you want to restore the borrower file to its original form, the application creates a backup copy of the borrower file under the applicationís folder. For example: if the application is installed in default directory ìC:\Program Files\ContourAgent\î, the backup files should be saved in ìC:\Program Files\ContourAgent\BRBackupî folder.

How to import a file that was already pulled through the website

Create a borrower file in Contour with the same SSN of the file on the system and complete all other essential information (name and address) Follow the same normal procedure. The screen similar to Figure 11 will appear.  If that screen does not appear, make sure that the file was pulled under the same account or that the user who is currently logged in has the permission to see other userís files. Also check to see that there is no typo in the social security number. Figure 10: duplicate warning message             Click on Select to pick the file that you want to import. Click on the Order button.  Note that if you select a repository that was not pulled on the existing report, the interface will upgrade your report file.  For example, if the original report that was pulled only has Experian, the system will upgrade the Experian-only report to a 3-bureau report if you selected all 3 bureaus in the interface. Figure 11: Order confirmation screen   In the Credit Run Result screen, click on Export this file to transfer the liabilities to Contour 5. Once you have exported the liabilities reopen the file in Contour and the file now should have liabilities in it.