--- title: "Credco.com Basic Navigation" slug: "credcodotcom-basic-navigation-new-app" tags: ["Credco", "credco.com"] updated: 2026-09-30T13:25:46Z published: 2026-09-30T13:25:46Z canonical: "docs.cotality.com/credcodotcom-basic-navigation-new-app" excludeFromSearch: true excludeFromExternalSearch: true --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # Credco.com Basic Navigation ## Overview Credco® offers a range of features to support you. Identifying these features will help you confidently navigate the application and leverage its capabilities to optimize your workflow. --- ## Basic navigation and features [Embedded content](https://app.storylane.io/demo/xomvwddi5ioy?embed=inline) #### Left Navigation Menu - **Home (Order Dashboard)**: Displays order details and results for all applicants and orders. - **New Order**: Access product order forms to place a new order for your applicant(s). - **Tutorials**: Access Help Center resources, including How-To articles, administration guides, video tutorials, product FAQs, and support contact information. - **Questions**: Submit questions and support requests related to your account, billing, products, reports, or technical issues. #### Order Dashboard (Home) The **Order Dashboard (Home)** provides a table view of all credit products ordered for your applicant(s). From here, you can search and filter orders, save commonly used searches, access your account profile and administration options (if applicable), and more. Refer to the descriptions below for details about each dashboard feature. --- #### Search and Filters Use search and filter options to quickly find specific orders. - **Search**: Search by SSN, Account Number, Applicant or Co-Applicant last name, Reference Number, or PFM Number. - **Date Range**: Filter orders by a specific date range. - **Products**: Filter orders by product. - **Order Status**: Filter by Cancelled, Completed, In Progress, Order Received, or Partially Completed - Resolution Pending. - **Upgrades Attached Only**: View only orders with attached upgrades. - **Saved Filters**: Create and save filters you use frequently. - **Reset All**: Reset all filters to their default settings. --- #### Order List The **Order List** provides a table view of all credit products ordered for your applicant(s). - **+ Order Upgrade**: In the **Upgrades** column, select **+ Order Upgrade** to choose and order a credit upgrade. - **Reference #**: Displays the Reference Number for the transaction. Select the Reference Number hyperlink to view the credit report for that order. - **Loan #**: Displays the loan number for the transaction. - **Applicant(s)**: Displays the name(s) of the applicant(s) included on the report. - **SSN #**: Displays the Social Security Number for your applicant(s). - **Product**: Displays the type of credit product ordered for your applicant(s). - **Date**: Displays the date you ordered the report. - **Account #**: Displays the account number used to order the credit report. - **Actions**: Use the **Actions** menu to perform additional tasks for a credit report. The menu includes the following options: - **View Pricing Details**: View pricing details for the selected report and print a copy of the invoice. - **Swap Applicants**: Change the Applicant and Co-Applicant positions on the report. - **Remove Applicant**: Remove an applicant from the report. - **Modify Applicant Info**: Correct Applicant or Co-Applicant information, such as names, dates of birth, and current or previous addresses, without submitting a new order. - **Edit Bureaus**: Add or remove credit bureaus from an existing report. - **Re-Issue**: Allows you to re-issue a credit report using existing borrower data. Partners/SMES to please provide some additional detail(s) about the feature, what it does, when its useful (**example use case**). - **Order Additional Products**: Order additional products for your applicant(s) without re-entering their information. - **Force New Inquiry:** Request a new credit inquiry from the credit bureaus by bypassing the duplicate (de-dupe) check logic. Partners/SMEs please **provide a use case** for when this feature is helpful. - **Order Instant Merge CSD**: Order a copy of the Credit Score Disclosure. - **Order Instant Merge LOE**: Order a Letter of Explanation (LOE) for applicants to complete and provide additional details about information on their credit report. --- #### Other Features - **Select Pricing Details**: Use this feature to select multiple transactions with the same loan number to generate pricing details and print invoices. > [!NOTE] > **Tip**: After selecting your transactions, the **Generate Pricing Details** button becomes active. Select it to view pricing details and print invoices for the selected transactions. - **Create New Order**: Access product order forms to place a new order for your applicant(s). - **Chat**: Select a topic to start a chat and get answers or support from the AI service assistant. - **Profile Menu**: Select the **circular Profile Menu** to access your profile, Administration options (if applicable), Decode, and Logout features. #### New Order The **New Order** screen includes three main sections that guide you through placing a credit order: **Account & Products, Application Information**, and **Applicant**. Review each section below to learn about the available fields and features. --- #### Account & Products - **IM Account**: Your IM Account Number is your primary product ordering number to order any of the instant-return products, such as Instant Merge. Partners, if they have multiple numbers will they use this field to select an alternate account to order an instant product from? It appears so, but the Information bubble doesn’t state that. - **Non IM Account**: Select the account number used to order verification and other non-instant-return products. - **Product**: Select from available **Credit** or **Fraud & Compliance** products, or access **More Order forms** for additional product options. --- #### Application Information Use this section to enter the application and reporting details for your credit report request. - **Report Language**: Select **English** (default) or **Spanish** for the credit report. - **Report Source**: Select the credit bureaus to include in the report. - **Application Type**: Select **Individual** or **Joint** for the application. - **Force a New Inquiry**: Submit a new inquiry to the selected bureau(s) to generate a new credit report. Additional charges apply. - **Loan Number**: Enter the loan number associated with the order. --- #### Applicant Use this section to enter and manage Applicant and Co-Applicant identity and address information. - **Applicant and Co-Applicant Details**: Enter information for your Applicant and Co-Applicant, such as name, SSN, date of birth, and email address. - **Current, Mailing, and Previous Addresses**: Add, update, or delete address information for the Applicant and Co-Applicant. - **Additional Information**: Enter a file freeze PIN for each applicable credit bureau and acknowledge its use, if provided by the applicant. - **Notes**: Enter any additional information about the order. > [!NOTE] > **Note**: Information entered in the Notes field will appear in the credit report header --- #### Other Features - **Credit Card Details:** Enter your credit card information to pay for the report, if this option is enabled for your organization. - **Review order summary:** Review your order details for accuracy before submitting. - **Your Order Shopping Cart:** Review your order details as you complete the New Order screen. This feature is particularly helpful when ordering credit supplements, allowing you to view the tradelines selected. - **Cancel or Submit Order:** Submit your completed order or Cancel to exit. --- ## Outcome You can confidently navigate Credco.com and use its key features to manage orders and support your workflow.