Clients can request supplements on multiple accounts at the same time. They will have the ability to peruse the details of trades, identify those that need manual verification or work, and order all supplements with the single click of a button. This is especially helpful and time-saving when the same kind of work needs to be requested on multiple tradelines (e.g. verify the balance on multiple accounts).
Use the information in this guide to order multiple supplements with the new feature interface.
Ordering Multiple Supplements Interface
To begin, open the supplements screen - you can get here from either the client side of XpertOnline, or a PDF version of the credit report if the file was ordered from an LOS. In the top left corner will be two tabs. The first tab labeled Credit Report shows all the trades as they would appear on the credit report and allows a user to order supplements in standard fashion. The second tab is labeled Trades and utilizes an interface to allow multiple supplements to be ordered at once.
Follow the directions below for ordering multiple supplements:
1. Check the boxes of the trades you wish to order supplements on. NOTE: You are only able to order multiple supplements at once if they will share the same Common Comment and Priority. Otherwise you will need to make each more personalized order on their own. Fortunately, this new interface allows you to stay in the supplements tab after each order for better efficiency.
2. To view account details, click the blue drop-down arrow to expand each trade line into a detail section.
3. Check the box for Rapid Rescore if it applies.
4. Click the drop down arrow on the Common Comments field to select the appropriate supplement description.
5. Upload any attachments if applicable.
6. Write any pertinent information in the comment field section.
7. Conclude the order by using the Priority drop down arrow to select the desired priority and then clicking the Post Comment button.
Once these supplements have been ordered, their status can be verified by searching for the reference number in XOL and then clicking the Supplements tab. This tab will show all the currently ordered supplements for a file.
