Before you start using Financeable, here are some key steps to set up your account.
Add your credit card details for billing
Open Financeable
Click on the dropdown arrow in the top right corner and select Billing
Select Credit Card
Enter in your details and select Save
Link your lender credentials
Setup your credentials for a lender's broker portal to automatically upload applications. These will appear as drafts in your lender portal.
To link your credentials
Open Financeable
Click on the dropdown arrow in the top right corner and select Settings
From the left hand menu, select Lenders
Click on Add Lender
You'll be prompted to search for the lender and enter in your credentials
Once completed, click on Add lender
Link your illion account
To directly pull illion credit scores into your application, make sure you have integrated illion with Mercury Nexus. You can learn how to integrate illion here.