Run Credit Reports Directly in HubSpot

This feature lets teams run consumer credit reports directly from HubSpot contact records. Instead of switching between platforms, users can complete credit checks as part of their normal CRM workflow, helping sales, lending, and underwriting teams move faster and stay organized.

Pre-Populate Applicant Information

When running a new credit report, applicant information is automatically pre-populated using fields from the associated HubSpot contact record. This reduces manual data entry, helps prevent errors, and allows teams to run credit checks faster while keeping applicant information consistent within the CRM.

View Credit Scores From Contact Records

Review credit scores directly from the Credit Report Summary without leaving HubSpot. Keeping credit insights connected to the contact record helps teams evaluate applicants more efficiently and make informed decisions from a single workflow.

Review Credit Report Summaries in HubSpot

Access key credit details, including credit scores, inquiries, public records, and tradeline summaries, through the iSoftpull Credit Report Summary in HubSpot. By keeping credit information connected to the contact record, teams can review applicants more efficiently and make informed decisions from a single workflow.

Customize Credit Report Summary Views

iSoftpull account admins can control which credit data points appear in the HubSpot credit report summary, allowing teams to tailor the view to their specific review and decision-making needs. This ensures users see the most relevant information at a glance when evaluating credit inside HubSpot.

View and Download Full Credit Reports

Users can click a link to view and download full consumer credit reports directly from the contact record. Reports remain associated with the contact for easy access, documentation, and compliance needs.

Refresh Credit Reports When Needed

When updated information is required, users can refresh an existing credit report with a single click inside the contact record. This keeps credit data current without restarting the workflow or creating duplicate records.

Centralize Credit Activity in HubSpot

All credit reports, summaries, and related activity are stored within HubSpot contact records. This helps teams stay aligned, improves visibility across departments, and ensures important credit information is easy to find.