Search MonitorBase Academy:

    Setting SoftPull to Test Mode

    By Lilly Staniforth on Nov 13, 2019 2:50:32 PM

    MonitorBase SoftPull is a useful tool that you can extend to your referral partners. When you’re creating a unique trackable link for a referral partner, they’re likely interested in having a hands-on experience with how the system performs. 

    Continue Reading

    How to apply automatic credit monitoring to your SoftPull submissions

    By Lilly Staniforth on Nov 12, 2019 4:28:13 PM

    Any person that fills out a SoftPull submission with you will automatically go into your “prospects” pool in your MonitorBase account, but you’ll also need to check your settings in SoftPull to make sure that automatic monitoring will be applied to each submission.

    Continue Reading

    How to set up Exit URLs on your SoftPull results

    By Lilly Staniforth on Nov 12, 2019 4:17:03 PM

    After a client fills out a SoftPull form, there is a “continue” button that they can press to continue on to your website (pictured below).
    exit url 1

    Continue Reading

    Sharing SoftPull with your referral partners

    By Louis Zitting on Mar 15, 2019 2:20:36 PM

    SoftPull is a great tool for sharing with your referral partners.  Real estate agents and builders can direct prospects to your SoftPull tool to get an instant credit check while they are meeting with the agent or builder for the first time.  After the consumer completes the SoftPull and receives a "Qualified" results they can choose to share their result with the agent or builder.  

    Continue Reading

    Get started with SoftPull instant credit check technology

    By Louis Zitting on Mar 15, 2019 9:05:43 AM

    Here are articles and trainings for getting started with SoftPull instant soft inquiry technology.  For information on Database Monitoring Alerts, see Get started with Database Monitoring alerts. 

    Continue Reading

    Where to find your Text to Pre-qualify phone number

    By Louis Zitting on Mar 15, 2019 9:01:42 AM

    If you have access to SoftPull in your account you can give customers or referral partner's clients the ability to text the word "Go" to your unique phone number and MonitorBase will instantly reply back to them with a link to open your SoftPull technology right on their mobile device.  

    Continue Reading

    Creating trackable SoftPull links

    By Louis Zitting on Mar 15, 2019 7:16:35 AM

    Your SoftPull page links are the links that you can share with clients or referral partners so prospects can access your SoftPull form online to get an instant credit pre-qualification.  Click here to learn how to find your SoftPull links. 

    Continue Reading

    Where do I find my SoftPull page links?

    By Louis Zitting on Mar 15, 2019 7:00:27 AM

    Your SoftPull page links are the links that you can share with clients or referral partners so prospects can access your SoftPull form online to get an instant credit pre-qualification.  To find your SoftPull links or to create custom trackable SoftPull links, first login to your MonitorBase account.  On the left navigation, click "SoftPull" then "Links" as shown below:

    Continue Reading

    How to view your SoftPull submissions

    By Louis Zitting on Mar 14, 2019 11:08:51 AM

    Each time a customer completes a SoftPull submission you will receive an email from MonitorBase so you can quickly take action.  For security purposes, we can't email you the credit report from the submissions.  To find you submissions and view the soft inquiry credit report, log in to your MonitorBase account and click on "SoftPull" then "Applicants" in the left navigations as shown below:

    Continue Reading

    Does a soft credit inquiry affect my customer's credit?

    By Louis Zitting on Feb 15, 2019 2:48:34 PM

    A soft credit inquiry does not affect your customer's credit score.  Soft inquiries are promotional inquires used when a lender wishes to extend an offer of credit.  

    Continue Reading

    Lists by Topic

    see all

    Posts by Topic

    see all

    Recent Posts