The trade information from the credit report can be transferred to the liabilities section of the Assessor page in FileAssure and Ascend's liabilities section for Initial Interview and Active Estates. This can be done by following the steps below:
1. Click the “Move to Liabilities” button on the credit report page
2. Click “Yes” to the dialogue box to confirm the move
The liabilities information for a client is automatically available for import in Ascend, as soon as the ‘Move to Liabilities’ button is clicked in FileAssure.
3. This will bring you to the Assessor page – which will show all the liabilities that were on the Credit Bureau report’s Trade section.