What does this integration do?
This integration seamlessly transfers your loan portfolio from your BIFI Loan Servicing account to Paperstac. It includes importing loan data, borrower payment history, and servicing comments. Once the integration is set up, you'll be able to create a Paperstac listing for any of your BIFI Loan Servicing loans, with the added convenience of daily automatic updates to loan data.
Set-up Instructions
Login to your BIFI account
Click on the Integrations menu item
Click on "Create API Credentials"
You can click βCreate New Client Secretβ to create a new Client Secret for your account.
Go to the My Integrations page on Paperstac.
Under the Loan Servicers section, find BIFI Loan Servicing and click the corresponding "Add Integration" link. Fill out the form.Provide a title for your integration. This is useful for distinguishing between multiple account integrations if you have more than one.
Copy and paste the Client ID and Client Secret from the BIFI website into the Paperstac form.
Click the "Create Integration" button.
How To Use This Integration
Go to your My Listings page
Click on the "Import From Servicer" link
Click the BIFI integration that you want to import from
Enable the checkbox on the left-hand side of the loans that you want to import, and then click the "Import Loans" button.