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Whenever you add a new client to ReadyQual, you will need to setup the credit reporting connection to XpertOnline to make sure the prequal product can be ordered and returned properly. Follow these instructions to add a new client into ReadyQual and enable the credit connection to XpertOnline. 

Login to ReadyQual, then click the Client Setup button, and click the + at the right to add a new client. This is where you will add basic client company information, enter the XOP credentials to enable the credit connection, and setup the private label for this lender client.

• Enter a Client Company Name.
• Get a copy of your client's logo and either drag and drop the image or click the +image button to upload it. 
• Enter the lender Phone, Email, Address, Zip, City, and State. 

The XpertOnline section is where you enter the credit connection. 

• XOL ProviderID - enter your XpertOnline provider ID into this field. 
• XOL CompanyID - enter the companyID / clientID / Subscriber ID that you created for the new ReadyQual client in XOP.
• XOL UserID - enter the user name of the default user that you created for the ReadyQual client in XOP. 
• XOL Password - enter the password of the default user that you created for the ReadyQual client in XOP.
• Choose which bureau or bureaus you want to provide pre-qualifying data. Your selection here is based on what you setup in XOP: 
  • If you only setup TU and the TU access code, check the TU box. 
  • If you only setup XPN and the XPN access code, check the XPN box.
  • If you only setup EFX and EFX access code, check the EFX box.
  • If you setup any combination of two or three bureau access codes, enable the specified boxes. 

Select the colors of your lender client's branding so that their ReadyQual web site will look like their own brand by setting Primary, Secondary, and Tertiary colors.

• Click the Preview Branding button to see what your client's web site will look like. You can make any adjustments here as needed.

To complete the Client Setup, an Admin User must be created. Here, you can create the client company's main administrator user. This user can continue setting up and maintaining the rest of their company’s products and users in ReadyQual.

• Enter the Name, Email, Phone, and Cell (only necessary if the user wants to receive text messages) of the first administrative user for this client.
• Assign this administrative user a Username and Password, then Confirm the Password. Note that this username and password are only for logging into ReadyQual, and have nothing to do with the XpertOnline credit connection.

When done, Save your changes (note - the Save button is at the top of the screen).

The XOP credentials that you entered will be validated, and when the save is complete, the XpertOnline credit connection is enabled for this client. All users under this client in ReadyQual will be able to order credit with these login credentials.

The next step is to let your client know that they can login to ReadyQual - which will be your own private labeled version of ReadyQual - with the administrator user credentials you setup here to begin adding their loan products and users for their company.