Custom Report Summary

With iSoftpull's custom credit report summary feature, super admin users can specifically tailor the report summary sections across their organization to align with their business needs. Summaries can be customized per bureau. Follow the steps below to learn how to create a new custom credit report summary.

Step 1. Select an Applicant

Navigate to applicants than select an applicant.

Step 2. Click 'See Full Report'

Select the 'soft pulls' tab to view the applicants score card and select the 'see full report' button.

Step 3. Select 'Custom'

Once in the full report view navigate to the 'custom column' and select it to begin editing.

Step 4. Select an Account Type to add to your Custom Summary

Scroll through account types and select the account type you would like to add to your custom summary. For demonstration purposes we selected "Home Equity Loan". Once you have selected your account type, it will show up in the selected sections.

Step 5. Press 'Save'

Once you have selected the account types you want to add press 'save'.

Voila! Now you can see your Custom Report Summary Data!

Once you Navigate to the 'custom" section of your summary, you will know see the data inputed from the account type you choose.

This example shows how to customize the summary for a TransUnion credit report. You can customize the summary for other bureaus by selecting a report from another bureau and repeating these steps.

Please note, only super admin users can customize the report summary section. Once customized, the updated summary will be shown on all reports (for the specific bureau customized) across the super admin's organization. 

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