In-Depth Guide

SmartSelect Implementation Guide

For high-volume lenders, pulling a full tri-merge report on a prospect who fails initial credit filters results in massive, unnecessary data costs.

The Cascading Pull Strategy

SmartSelect allows you to automate a "waterfall" logic within your LOS. You define the exact parameters, and the system executes the pulls sequentially.

What's Inside:

  • Step-by-step logic for cascading bureau pulls
  • Cost-saving configurations for initial pre-qualification
  • Automated handling of security freezes

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