Getting Started with the AccountChek Dashboard

Detailed instructions on how to login to the AccountChek dashboard, place orders, manage orders, retrieve reports, and more.

Register for an AccountChek Dashboard Training Webinar
AccountChek hosts biweekly, open-invitation webinars for users new to AccountChek and our online dashboard. During the training, we'll cover all aspect...
Thu, 18 Apr, 2019 at 11:34 AM
Logging in to the AccountChek Dashboard
Before logging in to the AccountChek integration, you will need your AccountChek credentials handy. See our article on Getting Your AccountChek Credentials ...
Thu, 6 Dec, 2018 at 12:59 PM
Navigating the Orders Dashboard
After login, you will be taken to the Orders Dashboard, which will display all orders created by you and those that you have permission to view. Using the s...
Fri, 14 Dec, 2018 at 3:51 PM
Placing an Order via the Dashboard
Orders can be placed directly from the main Orders dashboard. To place an order, click + New Order in the top-right corner. Once the New Borrower V...
Thu, 6 Dec, 2018 at 3:24 PM
Checking the VOA Report Status
The VOA Report column will display the report generation status. Before the first report has generated, the column will show a yellow exclamation mark an...
Fri, 14 Dec, 2018 at 11:45 AM
Understanding the Order Page
The top of the order page will display the Borrower Name, Email Address, and Phone Number. By clicking the Edit button, you can update these properties. ...
Fri, 14 Dec, 2018 at 3:54 PM
Downloading and Refreshing Reports via the Dashboard
Reports can be downloaded via the Reports section of the Order Detail page by clicking Download VOA or Download VOD. This will download the report in PDF fo...
Tue, 18 Dec, 2018 at 10:45 AM
Closing the Order
While orders will close automatically at the end of the refresh (account monitoring) period, they can be manually closed from the Order Page. Closing the or...
Tue, 18 Dec, 2018 at 11:26 AM