How do I request an Equifax credit check via Mercury Nexus?
Important notes:
You do not need to register with Equifax.
Only one credit check per client is allowed within 24 hours.
Only individual credit checks are supported.
1. Open the CRM
2. Select Opportunities from the left-hand menu.
3. Open the relevant opportunity.
4. For the credit check to successfully process the People record must contain:
First name
Last name
Gender
Current address
Date of birth
5. Select Run Credit Check and choose Equifax from the drop-down menu.
6. Select the applicant(s) you want to run the credit check for. Note: Each selected applicant will be included in the report and $8.95 + GST will be added to your monthly invoice.
7. Click the checkbox to confirm you have obtained the Privacy Consent from the selected applicant(s).
8. Click Confirm & Run Credit Check.
9. You will be notified via the Notification Centre when the credit check has been returned.
10. You can access the Equifax credit check via the Opportunity > Attachments tab in the sub left-hand menu. Requests generally take less than a minute to process.
For additional information on Equifax or how reports will be charged, read Equifax Credit Checks – FAQs.