Filtering Applicants
Webform Best Practices
Download the attached guide to learn how to fully implement iSoftpull’s Credit Webforms across all of your marketing channels to help capture more leads and increase conversions!
Editing Webforms
Once an applicant has been processed and an Intelligence has been associated to them, the score limit on the associated Intelligence may not be modified. This is required because you would not want to have a number of applicants in iSoftpull stating ...
Editing Intelligence
Once an applicant has been processed and an Intelligence has been associated to them, the score limit on the associated Intelligence may not be modified. This is required because you would not want to have a number of applicants in iSoftpull stating ...
Sharing Intelligence
Step 1. After you have created your Intelligence click on the Intelligence tab and navigate to the relevant Intelligence you want to share. Step 2. Click on the person plus sign in the right hand corner of the Intelligence window. Step 3. Select the ...
Sharing Webforms to Your Organization
Step 1. After you have created your webform click on the Form tab and navigate to the form you want to share. Step 2. Click on the person plus sign in the right hand corner of the form window. Step 3. Select the people or branches you would like to ...
Using Dedicated Webform Pages
Part of iSoftpull's Credit Intelligent Webform Suite are dedicated webpages that host your webforms for you. Use the following steps to access your webforms through our dedicated pages. Step 1. After your webform has been created go to the Forms page ...
Embedding a Credit Webform on Your Website
Step 1. After your webform has been created go to the Forms page and click in to the form you want to embed. Step 2. Navigate to the Links tab on the top right hand corner. Step 3. Select the Embed Code option and copy the embed form code by clicking ...
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 ...
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 ...
Credit Intelligent Webforms
iSoftpull’s Credit Intelligent Webforms allow you to build embeddable forms on your website to process credit applications programmatically. With webforms you can capture consent, process applicants, and automate pre-qualification to instantly inform ...
Adding Notes to an Applicant
Sometimes it's useful to add notes to an applicant so you can remember certain information about a deal. If you would like to add notes to applicants profile: Step 1: Navigate to their applicant details page Step 2: Click the pencil icon Edit ...
Adding An Applicant, Without Pulling Credit
To load an applicant into the the iSoftpull Platform with out pulling credit: 1. Navigate to the Applicants Screen 2. Click Add Applicant on top right corner Add Applicant 3. Insert the applicants Name and Address (at minimum), and press the green ...
Searching for and Finding Applicants
To search for an applicant within iSoftpull simply navigate to the Applicants page and enter the applicants information in the search bar. Applicants may be searched for by: First Name Last Name Email Email Address All searches can be partial. Search ...
Filtering Applicants
Filtering your applicant swill help you sort though the relevant leads to meet your current objective. Maybe you want to revisit old deals that never closed, call back applicants that you did win, or focus your efforts on leads that you are currently ...
Archiving Applicants
To help keep your software clean with relevant applicants, iSoftpull has an Archive functionality. Archiving your applicants will help enable you to suppress applicants that are no longer relevant, while at the same time give you the ability to view ...
Editing Applicant Status
All iSoftpull license comes with some light CRM functionality, which enable you stage your leads as New, Active, Closed Won and Closed Lost. Inside of the platform you will also be able to filter leads based on status. You can edit the status on a ...