How to Integrate your Credit Technology Inc. (CTI) Credentials to Salesforce

Modified on Fri, 23 Jun, 2023 at 5:29 PM


Once you have your CTI credentials, you may want to input your credentials inside of your Salesforce account in order for you to pull credit. Please note if you want your borrower to pay for the credit report, you will need to use the CTI websitesee this link for further instructions. 

 

Below are steps on how to put your credentials inside of your SF account.  

Go to Lead Maturation Settings > Credit Order Settings > Turn off Use LendingQB for Credit Pulls 


 

Go to Lead Maturation Settings > Credit Order > Input you CTI Account for either your hard pull or soft pull credit report. *NOTE: 

 



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