User Guide Step-by-Step Instructions on How to Obtain a Commercial Credit Report

Transcription

1 User Guide Step-by-Step Instructions on How to Obtain a Commercial Credit Report SBSCOMCR.REG V.1.1

2 Table of Contents Member Log In Customer Maintenance How to Obtain a Commercial Credit Report How to Obtain a Commercial and Principal Credit Report Accessing Your Report Report Commercial Application Status Signing Out Authorization and Consentto Credit Investigation Form Page 3 Page 4 Page 6 Page 14 Page 18 Page 19 Page 21 Page 22 02

3 Member Log In [1] [2] Open a new browser window. Go to This will take you to the Main Page (Ref. Figure 1). Click Member Login. This will take you to the Member Login Page (Ref. Page 4). [2] The Main Page [3] Log in to Rent Check s Secure Site. For New Users, use the Temporary Username and Password found in your Welcome Package . For Existing Members: [3 a] [3 b] [3 c] Type in your Username. Type in your Password. Click Login. Existing Members will automatically be directed to the Tenancy Reporting Services (Ref. Page 6).! Six incorrect login attempts will automatically freeze your account. support@rentcheck.ca and provide your Member ID. [3 a] [3 b] [3 c] 03 Member Login Page

4 Customer Maintenance Page For NEW Members and Membership Renewals ONLY [4] Change your Temporary Username and Password. [4 a] [4 b] [4 c] Type in your NEW Username. Type in your NEW Password. Re-enter your NEW Password. [5] Create a Secret Question [5 a] [5 b] [5 c] Type in a Secret Question. Type in an Answer for your Secret Question. Re-enter the Answer for your Secret Question. [6] Click Save Login. This will take you to the Confirm Changes Page. (Ref. Page 5). [4 a] [4 b] [4 c] [5 b] [5 a] [5 c] [6] The Customer Maintenance Page 04

5 Customer Maintenance Page (continued) For NEW Members and Membership Renewals ONLY [7] Click Confirm Changes. This will inform you that your information was saved successfully. [7] The Confirm Changes Page [8] Click Tenancy Reporting Services. This will take you to the Tenancy Reporting Services Page. (Ref. Page 6). [8] Your Information has been saved successfully. 05

6 How to Obtain a Commercial Credit Report [9] Click Canadian Commercial Credit Report. This will take you to the Rent Check Search Options Page. (Ref. Page 7). [9] Tenancy Reporting Services Page 06

7 How to Obtain a Commercial Credit Report [10] [11] [12] Fill out the Requester s Name. Click on which report you want. Click Commercial Report for a Credit Report of the business being searched. This will take you to the Rent Check Search Form Page. (Ref. Page 8). Click Order Report [10] [11] [12] Rent Check Search Options Page 07

8 How to Obtain a Commercial Credit Report [13] Fill out the Rent Check Search Form. [13 a] [13 b] All fields marked with the red asterisks must be completed. Please check the accuracy of all information entered to ensure an accurate and complete report. A Rural Route and P.O. Box number can be entered in the Street Name field. Postal Code is required to complete all searches. If unavailable, click Look up Postal Code and a new browser window will appear. [14] Click Search. [13] [16] [17] [18] [14] Rent Check Search Form Page 08

9 How to Obtain a Commercial Credit Report [15] Select the name of the business searched. To perform another search on a separate business, click Perform another Search [15] ABC COMPANY 11 DIGITAL IMAGING SOLUTIONS DDD CREDITEL BUSINESS - DEMO ROYAL DESIGNS AND COMPANY SSF CANADA CORP [16] Click View/Print Reports. This will take you to the Your Shopping Cart Page if your method of payment is by Credit Card or Internet Banking. (Ref. Page 10) [19] 09 Rent Check Search Form Page

10 How to Pay for Your Commercial Credit Report Ensure that your report package contains all of the options you have requested Ensure that all of the information you entered is correct.! [17] [18] [19] Status will remain as pending until you make payment via Credit Card or Interac. Click Delete Selection(s) to delete the Pending Report. Click Do Another Search to conduct another Report before checking out. Click Check Out This will take you to the Online Payment Page (Ref. Page 11). Caller:jaytest Investigated:abc company rpt:eq abc company [17] $45.00 $5.85 $50.85 [18] [19] Your Shopping Cart 10

11 How to Pay for Your Commercial Credit Report (continued) [20] Paying with Credit Card: [20 a] [19 b] Fill out the left side of the page. Click Pay With Your Credit Card. [21] Paying from your Bank Account (Interac): [21 a] [21 b] Enter your address. Click Pay from Your Bank Account.! If you do not click on either Pay with Your Credit Card OR Pay from Your Bank Account, your order will remain as pending. After clicking on either Pay with Your Credit Card or Pay from Your Bank Account, you will be directed to the Tenancy Reporting Services Page (Ref. Page 16). [20 a] [21 a] [20 b] [21 b] The Online Payment Page 11

12 How to Obtain a Commercial and Principal Credit Report [22] [23] [24] Fill out the Requester s Name. Click on which report you want. Click Commercial and Principal Report for a Credit Report of both business and principal(s) being searched. This will take you to the Business Principal Settings Page. (Ref. Page 11). Click Order Report [22] [23] [24] Rent Check Search Options Page 12

13 How to Obtain a Commercial and Principal Credit Report [25] [26] Click the type report and options you want for the Business Principal being searched. Click Order Report [25] [26] 13 Business Principal Settings Page

14 How to Obtain a Commercial and Principal Credit Report! [27] Ensure you have the Principal s written consent to perform a Credit Search on them. If you do not have consent, please download Rent Check Credit Bureau s Consent to Credit Investigation Form or print out the copy attached at the end of this guide, which must be completed in full. If you do have written consent, Click Yes. [27] Principal Consent Page [28] Fill out the Rent Check Search Form for the Business Information section. [28 a] All fields marked with the red asterisks must be completed. [28 b] Please check the accuracy of all information entered to ensure an accurate and complete report. Postal Code is required to complete all searches. If unavailable, click Look up Postal Code and a new browser window will appear. [28] 14 Rent Check Search Form Page

15 How to Obtain a Commercial and Principal Credit Report [29] Complete the Rent Check Search Form for the Principal Information section. [29 a] All fields marked with the red asterisks must be completed. [29 b] Please check the accuracy of all information entered to ensure an accurate and complete report. Postal Code is required to complete all searches. If unavailable, click Look up Postal Code and a new browser window will appear. [30] Click Search Credit Card or Interac method of payment customers, you will be directed (Page 16). Cheque method of payment and Corporate Account customers, a message will appear in red informing you that your search has been submitted and will direct you to (Page 18). [29] 15 [30] Rent Check Search Form Page

16 How to Pay for Your Commercial Credit Report Ensure that your report package contains all of the options you have requested Ensure that all of the information you entered is correct.! [31] [32] [33] Status will remain as pending until you make payment via Credit Card or Interac. Click Delete Selection(s) to delete the Pending Report. Click Do Another Search to conduct another Report before checking out. Click Check Out This will take you to the Online Payment Page (Ref. Page 11). Caller:jaytest Investigated:abc company rpt:eq abc company [31] $52.00 $6.76 $58.76 [32] [33] Your Shopping Cart 16

17 How to Pay for Your Commercial Credit Report (continued) [34] Paying with Credit Card: [34 a] [34 b] Fill out the left side of the page. Click Pay With Your Credit Card. [35] Paying from your Bank Account (Interac): [35 a] [35 b] Enter your address. Click Pay from Your Bank Account.! If you do not click on either Pay with Your Credit Card OR Pay from Your Bank Account, your order will remain as pending. After clicking on either Pay with Your Credit Card or Pay from Your Bank Account, you will be directed to the Tenancy Reporting Services Page (Ref. Page 18) [34 a] [35 a] [34 b] [35b] The Online Payment Page 17

18 Accessing Your Report [36]! To access your recent report, click View/Print Reports. This will take you to the Rent Check Search Results Page. Reports can be retrieved up to seven days after they have been processed. After the seven days, the reports are destroyed. [36] Tenancy Reporting Services Page 18

19 Accessing Your Report [37] Printing Your Report: [38] Viewing Your Report before Printing: [37 a] Click on the check boxes beside the report(s) you want to print. [38 a] Click on Result beside the report that you want to view. [37 b] Click Print Selected Reports. [38 b] Click File, then Print (from the top of your screen). [39] To perform another search, click Perform a Search. [37 b] [37 a] [39] Report Page Report Commercial Application Status! On the 7th day after conducting a search, you will automatically directed to the Report Commercial Application Status page to update your applicants selection decision. If this is not updated, you will be prevented from conducting another report. [40] From the Tenancy Reporting Services Page, click Report Commercial Application Status. This will allow you to update your Applicants Selection Decision. [40] 19

20 Report Commercial Application Status [41] [42] Click down on the Select One drop down list under the STATUS column. Choose a STATUS: If Approved with Conditions is selected, choose one or more conditions from the Conditions column in order to save the changes. If Declined with Reasons is selected, choose one or more reasons from the Reasons column in order to save the changes. If the Applicant has cancelled the application with your company, select Cancelled. [43] Click Save Changes. Note: To view a History of past Applicant Selection Decisions, click on the drop down list beside View. [41] [42] [43] Report Commercial Application Status Page 20

21 Signing Out [44] After conducting a Search and updating your Application Status Decision, click Sign Out on the Tenancy Reporting Services Page. [44] Once you ve signed out, you will be notified and directed that you ve signed out successfully on the Member Login Page. 21

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23 Collection, Use and Disclosure of Information: In consideration for accepting you and entering into a contract agreement with you, you expressly consent to and authorize the following: 1. The Inquirer may obtain Information about you through tenancy, credit or consumer reports conducted by Rent Check Credit Bureau and as permitted or required by law. You expressly authorize Rent Check Credit Bureau to provide Information regarding you to the Inquirer. 2. The Inquirer may use Information about you to determine your suitability herein and as permitted or required by law. 3. The Inquirer may disclose Information about you as permitted or required by law and to Rent Check Credit Bureau in order to be included within a database of information, and/or within a file on you, for purposes of: Consumer reporting and/or tenancy reporting in accordance with the Consumer Reporting Act (Ontario); establishing a credit history and a rental history; comparing with aggregate statistical data for purposes of business scoring; and supporting the credit approval process. 4. You expressly authorize Rent Check Credit Bureau to retain Information regarding you indefinitely for the purposes outlined in section 3 above, subject to any applicable legal restrictions. 5. You expressly authorize Rent Check Credit Bureau to disclose Information regarding you to its members and subscribers as required or permitted by law and for the purposes outlined in section 3 above. 6. You agree that you will not withdraw your authorization and consent to the collection, use and disclosure of Information about you by Rent Check Credit Bureau as outlined in sections 1 to 5 above. 7. You agree that all statements on this Credit Authorization form are true and you expressly authorize all references given to release information about you to the Inquirer for verification subject to sections 1 to 5. The undersigned applicant hereby confirms the Information set out above on this consent form is true and accurate. I understand that upon acceptance of this consent by the Inquirer, whether conveyed to me verbally or in writing, I shall be deemed to have entered into a contract agreement with the Inquirer in the terms of the Inquirer s usual form, which I have had the opportunity to read and understand prior to signing below. I further agree that upon acceptance of this authorization by the Inquirer, I will execute a written contract agreement. Principal to complete: Please provide your consent by checking the following box and signing in the appropriate space below. Principal 1 to complete: Please provide your consent by checking the following box and signing in the appropriate space below. Yes, I have read, understood and voluntarily agree to the terms and conditions, and the collection use and disclosure of Information as outlined above. X X / / X Principal s Signature Print Name Date: (yyyy / mm / dd) Principal 2 to complete: Please provide your consent by checking the following box and signing in the appropriate space below. Yes, I have read, understood and voluntarily agree to the terms and conditions, and the collection use and disclosure of Information as outlined above. X X / / X Principal s Signature Print Name Date: (yyyy / mm / dd) Principal 3 to complete: Please provide your consent by checking the following box and signing in the appropriate space below. Yes, I have read, understood and voluntarily agree to the terms and conditions, and the collection use and disclosure of Information as outlined above. X X / / X Principal s Signature Print Name Date: (yyyy / mm / dd) Inquirer to complete: (Inquirer to sign once Company or Principal is accepted) Inquirer s Signature / / Date: (yyyy / mm / dd) Copyright 2005, Corporate Search & Registry, All Rights Reserved Page 2 of 2