Agent Link Pipeline Interface

Refer to the Downloads and Modules FAQ for general installation instructions.  .

Setup Interface

On the download page, click the Pipeline interface link and select Open to start the download and installation of the interface. If the installation is unable to find the Pipeline installation path, you will need to manually specified it when prompted by the dialog shown below: Figure 1: Specify Pipeline installation folder Change to the correct drive, double click on the folder name, and then click on OK to continue with the installation.  If you fail to specify the correct path, a few error messages will pop up indicating invalid path.  The simpliest fix is to reinstall the interface. Order Credit Open up a loan file in Pipeline and select File then Credit Reporting as shown below. Figure 2: File > Credit Reporting   This will bring up the Credit Interface screen with the borrower information prepopulated as shown in Figure 3.  You should never need to modify anything in the Vendor Setup unless someone has altered it and you need to fix it.  Click here for troublshooting info.      Figure 3: Credit Report Interface   On the Credit Report Interface screen, click on Export to generate the request file.   Figure 4: Request Export Successful Click on the OK button to close the Finished Exporting dialog.  Afterwards, click on the Order button to bring up the Agent Link interface Figure 5: Agent Link Pipeline Login Click on the record that you want to order to highlight it.  Enter you login name and password and click on the Order button. 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 do not want to order a new report if the existing reports is not more than thirty (30) days old.  This is because it takes at least 30 days before the repositories can update any data on the credit report such as the consumer paying off his/her debt.  (For your protection, your setup may have the New Report button disabled to prevent you from accidentially clicking on it.  Contact your administrator if you need assistance.) Figure 6: Duplicate Warning New Reports The screen below will appear when a new report is ordered.  The information required by Agent Link will already be populated in the form.  Verify that the consumer information was correctly exported from Pipeline, and make any necessary corrections.  Select the credit repositories to order, and press Order. Figure 7: Order 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 run results and gives you options for viewing, printing, and paying for the report. Click the Export file button to export the liabilities.  A successful confirmation box will appear.  Click OK to close it.  Figure 8: Credit Run Result   Click Close to close the Agent Link window.  On the Pipeline Credit Interface screen shown in Figure 3, click on the Import button to bring up a screen similar to Figure 9.   Figure 9: Import Credit Report Click OK to import the liabilities.  An Overwriting Warning dialog may appear, click OK if you want to proceed with the import.