▼ Generate credit check available for Headquarters, Supervisor, Sales Manager
user access roles only
▼ Run credit check available for all user access roles
View User account types for more info
Generating a credit check when making a booking
We recommend for you to run and generate a credit check after following the steps below. Remember that you can only generate a credit check with the consent of the buyer.
How do I make a booking (part 1)? : Securing the unit with basic info
How do I make a booking (part 2)? : Loan Application
How do I make a booking (part 3)? : Complete the Details
Next, the person making the booking must run credit check first before the Headquarters (Admin) access role can generate the credit check.
Bookings > (Unit #) > Booking Overview
- Click Bookings at the Showroom homepage
- Click on the specific booking you would like to generate a credit check for
- Make sure you have completed the 3 parts of the booking (as above) before proceeding
- Scroll down to the purchaser section
- Click Run Credit Check
"Run Credit Check" is a process that we require before being able to generate and obtain a credit score.
- Verification
- Ask the purchaser to sign the consent form, click Next
- Hard copy (can be downloaded by clicking the Download Form button)
- Electronic consent form that can be e-signed with any touch screen device
- Ask the purchaser to sign the consent form, click Next
- Photo of IC
- Upload a front and back photo of the purchasers IC, click Next
- Income
- Enter the current housing loan amount
- Enter the monthly net income or detailed income (for more accurate score), click Next
- Generate Score
- Check and validate all the information once again and click the checkbox, click Submit Credit Check
- Click on the Credit Checks icon at the Showroom homepage
- Click Generate now! at the right-hand side of the table for the specific name you would like to generate a credit score for
- The CTOS check will start for 1 credit per check (1 credit = RM10)
- Click on the name for the score. Click on HTML Report to view more
Generating a credit check without a booking
Customers > (Customer Name)
- Click Customers at the Showroom homepage
- Click on the specific customer you would like to generate a credit check for or
click + Customer if the customer is new and fill up the form - Click Run Credit Check
"Run Credit Check" is a process that we require before being able to generate and obtain a credit score.
- Verification
- Ask the purchaser to sign the consent form, click Next
- Hard copy (can be downloaded by clicking the Download Form button)
- Electronic consent form that can be e-signed with any touch screen device
- Ask the purchaser to sign the consent form, click Next
- Photo of IC
- Upload a front and back photo of the purchasers IC, click Next
- Income
- Enter the current housing loan amount
- Enter the monthly net income or detailed income (for more accurate score), click Next
- Generate Score
- Check and validate all the information once again and click the checkbox, click Submit Credit Check
- Click on the Credit Checks icon at the Showroom homepage
- Click Generate now! at the right-hand side of the table for the specific name you would like to generate a credit score for
- The CTOS check will start for 1 credit per check (1 credit = RM10)
- Click on the name for the score. Click on HTML Report to view more