In the field: pull with a phone number
The rep enters the homeowner's phone number, the homeowner consents by text and confirms a one-time passcode, and the report arrives in seconds. No long form at the table.
Explore Credit Reports Sample data
Security & Home Services
Know the financing fit before you send the quote.
Pull a homeowner's credit report in seconds, from the kitchen table or the office. Your reps see the picture before they build the proposal, and your CRM gets the data without anyone re-keying it.
Integration help starts within 24 hours. No long-term contracts, no monthly minimums.
Sample data
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01 · Pull
Start with the homeowner's phone number, in the field.
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02 · Review
See credit history and debts before you price the job.
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03 · Quote
Build the proposal around what fits.
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04 · Sync
The report lands in your CRM, no re-keying.
At the kitchen table
The quote lands better when you know the fit.
A proposal built on a guess can stall at the financing step. A pull before the quote lets the rep shape the offer around the homeowner's real credit picture.
“Let's write it up and see what the financing company says next week.”
“I've got your report up. Let's look at the package and payment options that make sense for you.”
Sales playbook
How an in-home or phone sale runs on CreditPullEngine.
At a glance
- Pull in seconds from a tablet in the field or the dashboard in the office.
- The homeowner consents by text and verifies with a one-time passcode.
- Role-based access for reps, managers and admins.
- Normalized JSON flows into your CRM so reps never re-key data.
- Your financing partner makes its own decisions. CreditPullEngine provides the report.
Before the quote: see the picture
Scorecast organizes existing debts by creditor and type and flags utilization and derogatory items. The rep sees the picture before choosing which package and payment option to present.
Explore Scorecast Sample data
The team: access that matches the role
Managers add reps and set permissions from the dashboard. Admins control who can pull and who can view. No IT team needed.
The CRM: data goes where your team works
- Pull from your CRM. Trigger a pull from the lead record your reps already use.
- Normalized JSON. The same field names every time, ready to map.
- PDF when you need it. A readable copy for the file.
- Full audit trail. Every pull and access event is logged.
Who uses it
Built for teams that offer financing.
If your sale depends on a homeowner financing the project, knowing the picture before the quote saves the rep and the homeowner time.
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Security systems
Match the package to the homeowner.
See the credit picture before presenting equipment and monitoring options.
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Solar
Know before the long proposal.
Pull before the design and proposal work, so your team spends time on projects that can move forward.
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HVAC and home improvement
Quote the fix with confidence.
When a homeowner needs a system replaced or a remodel financed, the rep starts from the report, not a guess.
Our partnership
Engineers, not a ticket queue.
We set CreditPullEngine up with your team and stay on after launch.
We build the CRM integration with you
Our engineers map your fields and wire pulls into the tools your reps already use.
Consent that's always on
FCRA authorization blocks are locked, and the homeowner verifies before every pull.
A direct line after launch
You talk to the engineers who know your setup.
Questions home services teams ask.
Does CreditPullEngine approve financing?
No. CreditPullEngine provides the credit report and analysis. Financing and lending decisions belong to your financing partner.
Can reps pull from the field?
Yes. Reps can pull from the dashboard on a tablet or phone, or from your CRM. A phone number is enough to start.
Does pulling a report affect the homeowner's credit score?
Soft pulls used for prequalification don't affect the consumer's score. Talk to us about which pull types your workflow needs.
Can we control who on the team can pull?
Yes. Role-based access lets managers and admins decide who can pull reports and who can only view them.
How long does onboarding take?
Integration starts within 24 hours of your first call with us. Approval typically takes about two weeks, and you can build in the sandbox meanwhile.
See it on a live sale.
Book a demo and we'll run a phone pull and the report review with sample data.