CoreLogic is available at a basic level, letting you access limited data without integration. Connecting the integration unlocks full functionality, allowing you to import property data into Vault and access CoreLogic with one click.
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:
- Integration set-up process
- Using the CoreLogic integration when adding or editing a property record
- Accessing CoreLogic data directly via the property card
Step by step
Integration set-up process
1. Navigate to My Integrations > CoreLogic
2. Click 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 Vault, 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 Vault directly.