---
title: "Credit Pulls for Sales Operations & Team Management | CreditPullEngine"
description: "Trigger a credit pull as soon as the consumer authorizes it, route leads that aren't a fit, and manage roles, permissions and a full audit trail from one dashboard."
url: "https://creditpullengine.com/solutions/operations"
---

Operations

# Qualify leads before the conversation starts.

Pull the report as soon as the consumer authorizes it and verifies, so your team spends its time on the people you can help. Manage who can pull, view and share from one dashboard, with every event logged.

  [Book a Live Demo](/contact/) [Get Sandbox Access](/get-started/)

We build the CRM integration with you. No IT team needed.

       Sample data   Consumer phone(•••) •••-0147

1. Consent locked
2. Consumer verified by one-time passcode
3. Report ready

 **Jordan Sample**9 open accounts · report ready

Before the call

## Your agents shouldn't be the qualification step.

When the pull happens at intake instead of mid-call, the queue sorts itself before the first dial.

- ### Pull when the consumer authorizes it Trigger a pull from your forms or CRM once the consumer has given written authorization and verified, so the report is ready for the conversation.
- ### Route non-qualifiers Leads that will never qualify can be routed differently before anyone spends time on the phone.
- ### Open with the debt picture The agent who takes the call starts with debts organized by creditor and type, not a questionnaire.

Managing the team

## One dashboard for the people and the pulls.

Set up your team, decide what each person can do, and see what happened on every report.

- Roles ### Built around how your floor works Assign Manager, Debt Agent, Financial Advisor or Admin roles so each person sees the tools that fit their job.
- Permissions ### Control who can pull and share Set permissions per role from the dashboard. Adding or removing an agent doesn't need a ticket to IT.
- Audit trail ### Every pull and access event, logged When a manager or your compliance lead asks who pulled a report and who viewed it, the answer is already recorded. Read about our compliance model
- CRM ### An integration we build with you Our engineers map your fields and wire pulls into the system your team already uses. Results land where your agents work.

Pricing that fits a pipeline

## Pay for the pulls you run.

Lead volume moves with your marketing. Your credit costs should move with it, not sit on a fixed commitment.

There are no long-term contracts and no monthly minimums. Repeat pulls of the same consumer within 24 hours return the cached report, so a callback doesn't mean a second pull.

- No long-term contracts.
- No monthly minimums.
- Pay for what you pull.

Getting started

## Live in three steps.

Integration starts within 24 hours of first contact. Approval typically takes about two weeks, and the two run in parallel.

1. 01 ### Verify your company. Basic paperwork confirming your business information and address. Book a Live Demo
2. 02 ### Verify your office. Show a secure business office or home office while we start on your CRM integration. Get Sandbox Access
3. 03 ### Get your credentials. Production access once you're approved. Invite your team and set their roles. Talk to an engineer

## Questions operations leads ask.

   Can we pull automatically when a lead comes in?

Yes, once the consumer has given written authorization and verified with a one-time passcode. A lead alone isn't permission to pull. With consent in place, pulls can be triggered from your forms or CRM through the API.

  Which CRMs do you integrate with?

We build the integration with you. Tell us what your team uses and our engineers will map the fields and wire it up.

  What roles are available?

Manager, Debt Agent, Financial Advisor and Admin. Permissions are managed per role in the dashboard.

  What does the audit trail record?

Every pull and every access event on a report is logged, so you can see who pulled it and who viewed it.

  Is there a minimum volume?

No. There are no long-term contracts and no monthly minimums. You pay for what you pull.

## Related

- Solution ### Sales & Intake Walk consumers through their credit, live on the call.
- Product ### Scorecast Debts by creditor and type, ready before the call.
- Solution ### Compliance Locked consent, verification, and a full audit trail.

## See it on a live call.

Book a demo and we'll run a pull, the analysis, and a ClearView session with sample data.

  [Book a Live Demo](/contact/) [Get Sandbox Access](/get-started/)