Onboarding Mode and Account Set Up

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 the top that says Onboarding Mode.

The purpose of the Onboarding Mode stage is to get your team access to the platform, set up your users and branches, and familiarize yourselves with the platform. During this time we will make ourselves available for training and user setup, though its pretty intuitive! We also developed in platform tutorials to walk you though pulling your first reports.  Your company will remain in Onboarding Mode while we complete your onboarding and order your credit bureau codes, that way when your codes arrive and your onsite inspection is complete, your company will have immediate access and familiarity to pull credit!

In Onboarding Mode, we will provide your team sample credit profiles and names and address to pull credit on. They are also provided in a link below this article. In Onboarding Mode, only the test applicants provided will run. This is because your account is not fully set up yet and you credit bureau codes have not been configured thus you cannot pull live credit reports on real people. Consider Onboarding mode "pre-access" to the platform to get your team set up and trained.

Here are some helpful articles on how to set up your team while you're in Onboarding Mode:



To run credit reports while in onboarding mode, use the steps below:

Step 1: Download the sample applicants attached to this article and use the personal information in the sample files as the data inputs for the running credit. 

Step 2: Use these steps to pull credit: How to Pull Credit with iSoftpull

Test Applicants Link: https://bit.ly/testapplicants





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

    • API Set Up

      The purpose of this article is to explain how to set up an Intelligence Indicator or Credit Report and Score View API in iSoftpull. To view the API documentation use this link. Step 1. Consent Confirmation - Confirm you will receive consent from your ...
    • How long is the onboarding process?

      Upon your initial 30-minute onboarding call, it will take about one week to complete the onboarding process and get your account activated. Providing the required documentation in a timely manner can help to speed up this process so you can get ...
    • What does the onboarding process consist of?

      To get started pulling credit you will have to complete the onboarding process. This is a fairly straightforward process that consists of an onboarding call, your company's submission of due diligence items, and an onsite inspection of the company's ...
    • 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 ...