Client Credit Access & Documentation Checklist

First name

Last name

Client email Phone number

Date of birth

SSN

Current address Project details (scope, estimated cost, timeline)

Employment / income

Estimated project cost

STEP 1 — IdentityIQ

Client must create an IdentityIQ account ($1 trial).

IdentityIQ Username

IdentityIQ Password

STEP 2 — Create email

Create a new email for the client. This email will be used as the username for Equifax and Experian registrations.

New email (Gmail recommended)

Email password

STEP 3 — Equifax

Equifax Username

Equifax Password

STEP 4 — Experian

Experian Username

Experian Password

Experian Security Answer

Experian 4-digit PIN

STEP 5 — Required documents

Choose an existing file or use the camera. Previews will appear after selection. Successful uploads show a checkmark after submission.

Driver's License

Social Security Card or tax document

Current Utility Bill

FINAL SUBMISSION

Confirm credentials and documents collected before submitting.

All login credentials collected

All required documents received

Signer name (typed) Signature (draw below)

Signature date