Xactus360 Training Materials
Here you can access a variety of videos and how to instructions to help you utilize the tools and support Xactus makes available to you.
Xactus360 Training Materials
Here you can access a variety of videos and how to instructions to help you utilize the tools and support Xactus makes available to you.

Getting Started

Login for the First Time

Login using the Google Authenticator

Submit a Service Request

Search for Reports

Unarchive a Report

Setup a Third-Party Provider Platform (CRM/LOS/POS)

Credit Reports and Services

Order a Credit Report X

Batch Order Credit

Order a Canadian Credit Report

Setup Credit Analysis

Convert a Pre-QualificationX Report to Mortgage Only

Pre-Qualify Online with QualifyMeNow X
Apply Online with StartMyApplication X

Add Additional Repositories

Cancel a Credit Report

Swap Borrowers

Merge Two Files Together

Repull Frozen Credit Files

Customize a Credit Report

Reassign Report Owner

Add or Repull Experian Precise ID

Override Flex ID Stop

Request a Supplement X

Order an Express Supplement X

Xactus360 Credit Testcases

Order a Liens and Judgments Report - LexisNexis

Attach a Liens and Judgments Report to a Credit Report

Order a LoanShield X Borrower Review
Order a LoanShield X Civil Court Search

Helpful Tips for Fannie Mae and Freddie Mac Submissions

Order a Refresh Report

Order a Mortgage Only Report

Order a Pre-Qualification X Report
Setup QualifyMeNow X
Setup StartMyApplication X

Add a Co-Borrower

Add or Edit the Loan Number

Copy a Credit Report

Unmerge a Credit Report

Repull Credit Bureaus

Compare Reports

How to View Trended Data Within Xactus360

Order an ezLOE

View and Print the Letter of Explanation

View and Print the Adverse Action Notice

View and Print the Consumer Copy

Retrieve a Supplement X

Helpful Tips for Supplements

Credit Report Reference Guide – Form 1

Credit Report Reference Guide – Form 2

Credit Report Reference Guide – Form 3

How To Surrogate Order Products Within Xactus360
Commercial

Order an Equifax Guarantor/Principal Report

Order an Experian Business Credit Report

Fraud Detection and QC
Order a Fraud Report X

Order a Participant Verification Batch

Order a Loan Shield Investor Review (ADV120)

Edit a Fraud Report X

Add Xactus as an Authorized MERS Vendor

Scoring Tools
Order a Rescore X

Helpful Tips for Rescores

Remove an Authorized User

Remove a Dispute

Order Xcel Score X
Order and use FICO® Score Mortgage Simulator
Property Data and Services
Order a Valuation Model X
Order a Flood Report X
Cancel a Flood Report X
Order a Residential Appraisal X
Order a Commercial Appraisal X
Order Verisite X
Work an Appraisal X Order

Order a Property Assessment Report

Verification Products and Services
Order Social Security Verifications X
Helpful Tips for SSA89
Form SSA89
Completing the SSA89 Form
Order Tax Transcript X (Form 4506-C)
Helpful Tips for Tax Transcripts (Form 4506-C)
Form 4506-C
Completing the 4506-C Form
Order a Tax Transcript X (Form 8821 – Halcyon)
Approve Authorization for Form 8821 – Halcyon
Create an IRS Account for Form 8821 – Halcyon
Completing the 8821 Form (Business)
Completing the 8821 Form (Individual)
Helpful Tips for the IRS
Order an Asset Verification X
Order an Asset Verification X via AccountChek
Order a Deposit Verification X
Order a Deposit VerificationX (QC Audit)
Order Undisclosed Debt Verification X
Helpful Tips for AccountChek
Completing the AccountChek Asset Verification X
Order Employment Verification X Cascade
Order Employment Verification X Manual
Order The Mortgage Ultimate
Retrieve an Employment Verification X
Reverify an Employment and Income Verification X
Order an Employment/Income Verification X Supplement
Helpful Tips for The Work Number
Order a Truv Employment and Income Verification X
Complete the Truv Employment and Income Verification X
Order Undisclosed Debt Notification X Supplement
Batch Activate Undisclosed Debt Verification X
Batch Deactivate Undisclosed Debt Verification X
Add Comments to an Undisclosed Debt Verification X
Deactivate an Undisclosed Debt Verification X
Helpful Tips for Undisclosed Debt Verification X
Account Management and Invoicing
Add a Default Credit Card
Setup and Manage Groups
Add and Edit an Operator
View Account Invoices
Helpful Tips for the X360 Operator Setup Batch
View the Activity Report
Copy an Existing Operator
View Applicant Invoices and Make Payment
Assign a New Password for an Operator
View Management Reports
Move an Operator to a Sub-Account
Trigger Product Bundle
Setup and Manage Cost-centers
BytePro®
Order a Credit Report X
Order Undisclosed Debt Verification X
Order a Flood Report X
Deactivate Undisclosed Debt Verification X
Order a Tax Transcript X
Order Employment and Income Verification X Manual
Order Social Security Verification X
Calyx Point®
Order a Credit Report X
Order Tax Transcripts
Order a Pre-Qualification X Report
Order Manual Employment and Income Verifications X
Order a Mortgage Only Report
Order Cascade Employment and Income Verifications X
Order a Refresh Report
Reverify an Employment and Income Verification X
Order a Flood Report X
Order Social Security Verifications X
Encompass® EPC
Enable Encompass Partner Connect (EPC) for Additional Services (UDx)
Enable Encompass Partner Connect (EPC) for Fraud/Audit Services
Enable Encompass Partner Connect (EPC) for Flood
Enable Encompass Partner Connect (EPC) for Verifications
Enable Automatic Service Ordering (ASO) for Undisclosed Debt Verification X
Add to My Providers Tab
Add a Borrower Pair
View a Report in Original Format
Order a Credit Report X
Order Pre-Qualification X Report
Order a Refresh Report
Order a Mortgage Only Report
Add a Co-Borrower to a Credit Report
Import From Website
Add Bureaus to a Credit Report
Reorder Frozen or Locked Files
Surrogate Order
Utilize the Order Verifications Link
Order a Rescore or Supplement
Order a Fraud Report X
Edit a Fraud Report X
Retrieve and Access All Versions of a Fraud Report X Within Encompass
Order a Flood Report X
Setup Document Mapping for Flood Report X
Order Employment and Income Verification X Cascade
Order Employment and Income Verification X Manual
Order an Employment and Income Verification X Supplement
Reverify an Income and Employment Verification X
Order a Social Security Number Verification X
Order Tax Transcript X (Form 4506-C)
Order Tax Transcript X (form 8821)
Order an Additional Mortgage Ultimate Report
Order Undisclosed Debt Verification X
Deactivate Undisclosed Debt Verification X

Enable Document Mapping for Products Inside of Encompass Partner Connect (EPC)

ReverseVision®
Order and Retrieve in ReverseVision