Credit Bureaus
Requires. Integrations with View to see the page. Create to add providers. Modify to edit. The Credit Checks add-on must be enabled in Account Management.
Credit bureaus allow your team to run credit checks directly from customer records. Each bureau type requires different credentials from the provider.
Setup steps
- Navigate to Admin > Integrations > Credit Bureaus.
- Click New Credit Bureau.
- Enter a Name (display label your team sees) and select the Credit Bureau Type.
- Fill in the provider-specific credential fields (see below).
- Click Save. The bureau appears in the credit check dropdown on customer records.
Bureau types and credentials
TransUnion (US)
| Field |
Description |
| Subscriber Code |
Format: Market(2) + Submarket(2) + Industry(1) + Member Code. Example: 0125A12345 |
| Password |
Password associated with your subscriber code. |
| Add-On |
Optional add-on product code (e.g., fraud alerts). Leave blank if not applicable. |
| Product Code |
07000 = standard credit report. 08000 = credit report with FICO score. |
Equifax
| Field |
Description |
| Member Number |
Your Equifax customer/member number from your dealer agreement. |
| Security Digits |
Security digits associated with your member number. |
| Score Model |
Credit score model. Leave blank for the default. |
| Service Name |
ACRO = standard XML service. Decision Power = enhanced analytics. Use "Test" variants when validating. |
| Include Print Image |
Returns a printable version alongside the data. |
| Transaction PIN |
Optional additional security PIN. |
HART / Monitronics / SAFE
| Field |
Description |
| Account |
Your HART/CIS account identifier from your bureau or monitoring company. |
| Password |
Password for the HART/CIS account. |
| Product |
CREDIT = full report. BISLRPT = business report. SCORE REPORT = score only. SOFTPULL = soft inquiry. EFXSOFTPULL = Equifax soft pull. |
| Bureau |
Pull from Experian (XPN), TransUnion (TU), or Equifax (EFX). |
ADT Credit
| Field |
Description |
| Dealer Number |
Your ADT dealer number from your dealer agreement. |
| Password |
Password for ADT credit check access. |
| Monitoring Company |
The monitoring company for this ADT bureau. |
TransUnion Canada
| Field |
Description |
| Member Code |
From your TransUnion Canada agreement. |
| Password |
Password for your TransUnion Canada account. |
| Add-On |
Optional add-on product code. |
| Language |
Report language (English or French). |
SEP (Security Equity Partners)
| Field |
Description |
| Dealer Account Number |
From Security Equity Partners. |
| Dealer Password |
Password for your SEP account. |
Manual Entry
No credentials needed. Users enter scores obtained outside SecurityTrax. Use this when your team runs credit checks through a separate system and records the results in SecurityTrax.
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