Recent Articles
Zoho Developers Testing Guide
iSoftpull Zoho CRM Integration — Developer Testing Guide Overview This article provides Zoho reviewers and developers with the instructions needed to install, configure, and test the iSoftpull Zoho CRM integration during the Marketplace submission ...
iSoftpull Zoho CRM Integration: Admin Setup & Configuration Guide
iSoftpull Zoho CRM Integration: Admin Setup & Configuration Guide This article explains how Zoho CRM administrators can install, configure, and manage the iSoftpull integration, as well as how to run and access credit reports inside Zoho CRM. Who ...
How to Run and Review Credit Reports in Zoho CRM
How to Use the iSoftpull Integration in Zoho CRM (User Guide) This article explains how non-admin users can use the iSoftpull integration in Zoho CRM to run, view, and manage consumer credit reports directly from Lead and Contact records. What You ...
HubSpot Developer Testing Guide
iSoftpull HubSpot Integration — Developer Testing Guide Overview This article provides HubSpot reviewers and developers with the instructions needed to install, configure, and test the iSoftpull HubSpot integration during the Marketplace submission ...
iSoftpull Compliance Training
Here is the fully recompiled Desk article with the recommended “Next Steps” conclusion in place and everything formatted cleanly for a customer-facing knowledge base article. Compliance Training Overview Welcome to iSoftpull! Before you begin using ...
Popular Articles
Online Consent Forms
All soft credit checks generated require the consumer's permission to do so. Capturing consent using iSoftpull, is a quick and easy process. We offer a variety of consent methods whether it be over the phone, in person, or online. Check out the ...
Consumer Dispute Policy
In the event that a consumer reaches out to you (the end-user company) because they suspect they are a victim of identity theft/fraud OR they need to file a credit report dispute, please direct them to iSoftpull’s dispute page at ...
iSoftpull Compliance Training
Here is the fully recompiled Desk article with the recommended “Next Steps” conclusion in place and everything formatted cleanly for a customer-facing knowledge base article. Compliance Training Overview Welcome to iSoftpull! Before you begin using ...
How to Pull Credit with iSoftpull
Pulling credit in the iSoftpull platform is easy. Here is a video of how to do it and specific steps written below. Step 1. Get your customer's written permission to pull their credit report. This may be done on a traditional paper application, an ...
Onboarding Mode and Account Set Up
As soon as you have completed your end user agreements and we have ordered your onsite inspection, you will be given access to the platform in our "Onboarding Mode". You will know if your are in onboarding mode because there is a green banner across ...