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Update contact with parsed credit report and file

Update contact with parsed credit report and file

You receive parsed credit reports and PDFs outside client records, forcing manual lookups. It attaches the file and a concise summary so loan officers have credit context same day.

Update contact with parsed credit report and file

Overview

Parsed credit reports often live outside borrower records and require manual lookup, delaying underwriting. This flow attaches the PDF and writes a clear credit summary to the contact so loan officers have decision-ready credit context same day.

Update contact with parsed credit report and file