CoreLogic is provided at a base level, to allow you to pull in a small amount of data without the integration, however, connecting the integration will allow further access to all the integration functionality. This integration allows you to import property data into VaultRE as well as have one-click access to CoreLogic.
In order to set up this integration, you must first have an account with CoreLogic. This integration can also only be set up on a user by user basis for the specific user logged in.
Contents:
- Video Tutorial
- Integration set-up process
- Using the CoreLogic integration when adding or editing a property record
- Accessing CoreLogic data directly via the property card
- Take me through LIVE
Step by step
Integration set-up process
1. Go into My Integrations > CoreLogic
2. Click on Connect
3. This will then direct you into CoreLogic, where you will need to log in using your CoreLogic credentials
4. This will then direct you back into VaultRE, where it will update the below status to Connected
5. Once connected, you can then utilise the integration features available, navigate directly into CoreLogic by clicking on Go To CoreLogic or Disconnect the integration
Additional information
Using the CoreLogic integration when adding or editing a property record
When adding a property (or editing an existing property) you can use the CoreLogic search to add via CoreLogic in the “General” tab of a property card.
This will allow you to search for an existing property address and pre-fil details of the property directly from CoreLogic.
Fields obtained from CoreLogic:
- ID
- Address
- Bed
- Bath
- Car
- Land Area
- Lot & RP/DP
- Floor Area
- Year Built
Once confirmed, the system will then populate data from CoreLogic and link the property as per below. This will also provide the option to click on View to direct into the CoreLogic actions tab (In the property card > Other tab > CoreLogic) or Unlink, should it be the incorrect property.
The data populated on the property will vary and will depend on the data that is available from within CoreLogic.
Accessing CoreLogic data directly via the property card
When in a property card after being linked to CoreLogic, you can find all CoreLogic integration tools under the Other tab > CoreLogic.
Once here, you have the actions to view the property data within CoreLogic or from within VaultRE directly.
