You can share an applicant's credit pull with another CreditXpert user on the Platform if they need access to the credit pull. If you share a plan with someone else, they will have full access to view this credit pull line on the Credit pulls page and create a plan from it.
- Locate the applicant's plan on the Credit pulls page
- Click the ellipsis to the right to open the options menu
- Choose Share with another user
- Click the Share button next to the user you want to share the Credit pull with
- Confirm that you want to share the plan by clicking the second Share button
If there is a Plan created for this applicant already, you may also need to share the Plan with your colleague! Check out this article for more information on how to share Plans with another user.
NOTE: Not all users or organization will have the Credit pulls page in CreditXpert. This article applies to only lender organizations using the Always-On or Hybrid Access Models