Monitorbase Academy

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. 

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.

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).

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.  

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. 

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.  

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. 

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:

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:

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.