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Enabling Xactus Credit Checks in Baseline

How to set up your Xactus360 credit pull integration.

Before you start

You'll need an active Xactus account with the Credit product enabled. If you already have an Xactus account and credentials, skip to Step 2.

Step 1: Open an Xactus Account

  1. Contact your Xactus Account Rep and let them know you'd like to use Baseline as your LOS to pull credit.

  2. If you don't have a rep yet, reach out to Xactus directly to start the account-opening process.

  3. Once your account is set up, the Xactus integrations team will generate your Master Credentials.

šŸ’” The best way to onboard with Xactus is to reach out to them directly:

Once connected, an account rep will be able to walk you through the Xactus onboarding process.

Step 2: Enable the Credit Check Module in Baseline

  1. Go to Company Settings ā†’ Workspace.

  2. Scroll to the Modules section.

  3. Under Credit report provider, select Xactus.

  4. Enter your Account Identifier and Account Password.

  5. Click Enable Credit Check to toggle it on.

That's it! Users with the requisite permissions (in Roles & Permissions) can now run soft and hard credit pulls on borrowers.

šŸ’” Next: See how to pull Credit Reports in Baseline

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