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Credit Bureau Connection (CBC)

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX Credit Bureau Connection November 07, 2023 0.2

 

cbc-logo.png

Credit Bureau Connection (CBC) is the industry leader in credit report and compliance solutions.

 

Integration Details

The CBC integration is only available for the Student Loans file type.

Once integrated, you'll gain access to the "Pull Credit Report" dropdown menu button on the Client Dashboard < Debts subtab. Select Credit Bureau ConnectionCBC Debts Subtab View1 Updated Nov2023.png

Selecting Credit Bureau Connection from the dropdown menu performs the following actions:

  • Automatically adds debts to the client file. A User can then choose which debts to enroll.
  • Adds the Credit Report PDF to the Docs subtab > Uploaded Files on the Client Dashboard.
    Client Dashboard to Docs Subtab to Uploaded Files NonSpinwheel Nov2023.png

 

Integrating CBC with Forth

To integrate CBC with Forth, you must sign up for the CBC Enhancement. If you have not and are interested please contact Sales@setforth.com or call (630)394-6260. You will then need to send an email request to Support@setforth.com. Your email request must contain the following company details and CBC account credentials:

Company Name
User ID Prefix
User ID
Customer ID
Password

 

Article Version History: 

Version Effective Date Description
Basic 01/04/2018 Initial Release
0.1 04/28/2021 Minor formatting updates
0.2 11/07/2023 Added header and version control footer; Confirmed removal of out-of-date company references and hyperlinks; refreshed both screenshots to match the current user interface.
     
     

 

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