Doc. Number | Article Title | Effective Date | Version |
FHC-XX | MeridianLink | November 07, 2023 | 0.2 |
MeridianLink is a consumer credit reporting agency used by many credit report platforms, notably Universal Credit.
Integration Details
Once integrated with MeridianLink, you'll gain access to the "Pull Credit Report" dropdown menu on the Client Dashboard < Debts subtab
Selecting MeridianLink from the Pull Credit Report dropdown menu performs the following actions:
- A Soft Credit Inquiry is performed
- Automatically adds debts to the client file (Excluding Debts with a $0.00 Balance). A User can then choose which debts to enroll.
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**Optional** The MeridianLink integration has a built-in feature to pull Co-Applicant reports along with the primary applicant. This process is automatic if the following conditions are met:
- co-app has to be in place and the following fields have to be populated:
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First and Last name
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SSN
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Address, City, State, Zip
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- co-app has to be in place and the following fields have to be populated:
- Adds the Credit Report PDF to the Docs subtab > Uploaded Files
Integrating MeridianLink with Forth
1. To integrate MeridianLink with Forth, you will need to sign up for the MeridianLink Enhancement. If you have not and are interested please contact Sales@setforth.com or call (630)394-6260.
2. You will then need to send an email request to Support@setforth.com. Your email request must contain the following company details and MeridianLink account credentials:
Company Name
Receiving Party Name
Receiving Party Identifier
API User ID and Password
3. Once the above steps are complete, you will then need to input Forth's 2 IP Addresses into MeridianLink's system:
50.31.165.18
50.31.165.22
Article Version History:
Version | Effective Date | Description |
Basic | 01/11/2018 | Initial Release |
0.1 | 03/30/2021 | 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0.2 | 11/07/2023 | Added header and version control footer; Confirmed removal of out-of-date company references and hyperlinks; refreshed screenshot. |