Customer Intelligence (CI)

Credit Inquiry Alerts

• What Are Credit Inquiry Alerts?
• How to Choose Contacts to Monitor - Credit Inquiry Alerts
• Equifax's Prescreen Guidelines for Firm Offer of Credit
• Customer Intelligence Alerts - Admin Course
• Rate Enrichment Course

Equity Alerts

• What Are Equity Alerts?
• How to Choose Contacts to Monitor - Equity Alerts
• How to Setup Your LTV Threshold

Rate Alerts

• What Are Rate Alerts?
• How to Choose Contacts to Monitor - Rate Alerts
• How to Set Up Rate Source and Threshold

Credit Improvement Alerts

• What Are Credit Improvement Alerts?
• How to Choose Contacts to Monitor - Credit Improvement Alerts

Life Events

• What Are Life Events?
• How to Choose Contacts to Monitor - Life Events

Customer Intelligence Overview and Guides

• Acquisition and Retention
• Advanced Firm Offer of Credit - Feature Summary
• Credit Underwriting Onboarding
• Customer Intelligence - Compliance FAQ
• Customer Intelligence Alerts for End Users
• Customer Intelligence FAQ
• Customer Intelligence Onboarding End User Experience
• Customer Intelligence Settings
• Experian Firm Offer Guidelines
• Firm Offer of Credit (FOC) Templates (Email and Print)
• Firm Offer of Credit Disclaimers
• Firm Offer of Credit Requirements
• Listing Insight Alerts
• Listing Insight History
• Mortgage Credit Insight FAQs
• Mortgage Life Events Alerts Best Practices
• Rate Alerts
• Resending a Firm Offer of Credit
• Suppression Codes for Firm Offers of Credit