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Create credit pull records in your pipeline database

Create credit pull records in your pipeline database

Your credit pulls arrive without pipeline context, forcing loan officers to chase scores. Add FICO, report links, and address to pipeline records so teams can prioritize cases same day.

Create credit pull records in your pipeline database

Overview

When credit pulls land without pipeline records, reps and underwriters waste time hunting scores and report links. This flow creates standardized pipeline entries with FICO, address, and report access so loan officers and sales ops can prioritize and hand off cases the same day.

Create credit pull records in your pipeline database