iSoftpull | Employee Linking System Setup | Software Instruction

Employee Linking System Setup

The purpose of the employee linking system is to enable your team to insert hyperlinks to relevant destinations on their forms. For example, let's assume you have a soft pull form that you have shared to your employees with a call to action of "schedule a meeting" upon pre-qualification. Each employee will want their unique calendar to pop up when their borrower clicks schedule meeting. This can easily be accomplished through the employee linking system. 

Please follow these instructions to integrate the employee linking systems into your credit webforms. 

Step 1.

Each user must populate their relevant links in their iSoftpull profile. To populate your link, click on your user avatar in the lower lefthand corner and then click "Account"


Step 2.

Click the pencil icon and fill in the following fields with your personal information:
  1. Phone number
  2. Webpage URL
  3. Calendar URL
  4. Application URL



Step 3.

Once you have updated all of the personal linking fields click the green update button to save.

Each user must update their personal links at their account level to ensure the Employee Linking System populates their personal links.


Read our article on Populating Employee Links in Webform Responses to get started using the Employee Linking System!






Ready to Get Started?
Need Assistance?
Submit a Ticket or Call Us at (760) 579-6171
Access Your Account




iSoftpull
(760) 579-6171
2270 Camino Vida Roble, Ste. i
Carlsbad, CA 92011

iSoftpull® 2023  © All rights reserved
    • Related Articles

    • Populating Employee Links in Webform Responses

      iSoftpull's Employee Linking System allows you to display personalized employee links in webform response messages. After your consumer fills out a form, they will be displayed Intelligence messaging with links specific to the employee associated ...
    • Intelligence - Setup Instructions

      The article reviews how to set up Intelligence using iSoftpull. Step 1. Set up your credit bureau, score limits, and purpose. First, click the Intelligence tab on the left-hand side of the screen and then click the add new intelligence plus sign icon ...
    • Employee Role

      The employee role in iSoftpull can only view their own credit reports they have pulled. Their "Branch Manager" and the CEO role can view their reports too. Employees cannot add other users or add branches. To learn more about roles and permissions ...
    • Business Requirements to Use iSoftpull

      This article reviews general requirements to access credit. reports through iSoftpull. These are requirements set by Equifax, TransUnion, and Experian that iSoftpull follows. In short, iSoftpull provides credit reports to businesses in good standing ...
    • Business Requirements to use iSoftpull

      This article reviews general requirements to access credit reports through iSoftpull. These are requirements set by Equifax, TransUnion, and Experian that iSoftpull follows. In short, iSoftpull provides credit reports to businesses in good standing ...