Loansoft Works Interface

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Loansoft Interface

The Agent Link Loansoft interface allows you to order credit reports using borrower data that you have already entered in Loansoft Works.

To use the interface, first install the Loansoft Interface from the 1 Source Data Software Download page. Refer to the Downloads and Modules FAQ for installation instructions.

Preparing the Borrower Information

Start Loansoft Works and load or create a Loan. Make sure that you have your Contact's first name, last name, social security number, and home address. This information should be listed in your Contacts screen.

Works Contacts screen

Starting Agent Link

If you changed your contact file, make sure to save it before continuing.

To order a credit report, first go to the Big Picture screen. Find and click the Order Credit button in the column of buttons marked Other.

Works Big Picture screen

When you press the Order Credit button, Loansoft's Credit window appears. The Required Fields button will allow you to review the required information from the Contacts screen.

If you haven't ordered anything from 1 Source Data using your Agent Link Loansoft Interface before, please make sure that you select Agent Link as your default vendor. Press the Switch Vendor button. (If this isn't your first order, go ahead and click the Order Report button.)

Works Credit window
Switching Credit Vendors
To select Agent Link as your default credit ordering system, highlight the Agent Link selection and press OK. (Your interface will have a different address, and should have your CRA's website listed instead of demo.1 Source Data.com.)

When you press OK, you will be returned to Loansoft's Credit window. From there, press the Order Report button to continue.

Credit Company dialog
Confirming your order
When you press the Order button in Works, you will be presented with a confirmation dialog, which asks if you want to proceed. Press Yes, and the Select Repositories dialog will appear. Agent Link ignores this screen; instead, it uses the settings that your CRA provided for you in 1 Source Data. Click OK to continue.

Confirmation dialogs

If you launched Agent Link from Loansoft Works, Works may lock any windows it has open, and may not respond to any commands until you close Agent Link. If you close Agent Link without importing credit data, Works will notify you that no data was received, and will ask you if you want to try again.

Selecting Files in Agent Link

The Agent Link Interface will appear when you order a report from Loansoft Works or when you start Agent Link using the desktop shortcut.

The request and response path fields should already have the paths entered. If these fields are blank or invalid, you will need to type in the correct path. The default setting for Current request path is C:\PROGRA~1\X12AGENT\SEND. The default setting for Current response path is C:\PROGRA~1\X12AGENT\RECEIVE. If the request path is entered correctly, a list of export-ready files will appear in the lower right of the screen. Enter your login name and password and click on the file to proceed to the order screen.

Selecting a file in AgentLink

If you change the request path, you will need to press the View list button to refresh the file list. Your change to the paths will automatically be saved for future credit orders.

Duplicate Reports

If a matching credit report is already in the system, you will receive a screen asking whether you want to use an existing report or to create a new report. If you want to use an existing report, press the Select button. If you want to create a new report, click the New Report button. Generally, you should not order a new report if an existing report is not older than thirty (30) days.

When you order a new report from this screen, you may receive a notice warning you that you are about to place additional inquiries on your borrower. Press OK to dismiss this dialog box.

AgentLink Duplicate Report

Ordering Reports

A modified version of the 1 Source Data new report screen will appear. The information required by Agent Link will already be included in the form. The reference number is generated automatically by Works. Select the credit repositories to order and press Order.

New Report screen

Order Results

When your report is ordered successfully, the credit run result screen appears. This screen, like its counterpart in the regular 1 Source Data interface, summarizes the bureau run results and gives you options for viewing, printing, and paying for the report.

Click the Export file button to export the liabilities to LoanSoft Works.

A dialog box will appear to show that the export was successful. Click OK to dismiss it, and close Agent Link by pressing the Close button.

Export Successful dialog

Receiving Results in Works

When you return to Works, the credit details should be filled out. To merge these details into your existing Works contact file, click the "Merge" button.

Completed Credit Window

Works will show you a dialog box asking you to confirm your command; press Yes to continue. When the data is successfully merged, another dialog will be shown; press OK to dismiss it.

Merge confirmation dialogs

To continue with Loansoft Works, press OK to close the Credit window. Make sure to save your file!