Interpreting Data Confidence
Medium Confidence
Mortgage
The balance and term data are pulled from the credit bureau
The P&I monthly payment is a Sora calculation that leverages multiple data points (loan origination date, prevailing interest rates, property tax rates, typical insurance premiums) to exclude insurance and taxes
The implied P&I monthly payment determines the interest rate
Credit Card
The credit limit, balance, monthly payment, and interest rate are pulled from the credit bureau
If high confidence, the balance is pulled daily from the financial institution
Sora does not know if the client is carrying a revolving balance month-to-month
Users can click the edit icon on the tradeline in Sora to see all the data pulled
Student Loans
Sora pulls in Federal Loans based on the origination date and the prevailing rate at the time
For Private Student Loans, Sora calculates an implied interest rate based on balance outstanding and monthly payment pulled from the credit bureau. Sora assumes 10 years which is the most common length for loan length.
Auto Loan
The balance and term data are pulled from the credit bureau
Sora runs a calculation to calculate the implied interest rate taking into account potential auto insurance premiums as part of the payment
Low Confidence
Mortgage
Sora pulls partial data from the credit bureau and public property sources.
HELOC
Sora does not pull in the exact interest rate for HELOCs
Sora defaults all HELOCs to Prime + 1% which applies to 80%+ HELOCs
Auto Loan with N/A rate
Sora classifies this auto loan as a lease
Credit Bureau
Equifax: Sora leverages soft credit pulls from Equifax at time of client onboarding and for data refreshes. We do not store SSN.