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Details on CRM integrations, report tiers, data fields, and how SmartForm connects to your systems.

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  • Report Details: What a Successful Pull Includes (Standard Tier)
    📄 What does a successful SmartForm X-Ray report include? Summary: When a report pulls successfully, you get a real-time snapshot of your lead’s financial profile. Included in every successful SmartForm report: Credit score (e.g., 720) Available to spend Flag for prequalified offers income DTI (debt-to-income) Bankruptcy? Yes, no If you need more, or less data look at the following article: (Pricing changes based on data provided) "Report Tiers: What Data Comes With Each PFew readers
  • Report Tiers: What Data Comes With Each Plan
    📊 What data is included in each SmartForm X-Ray report? Summary: SmartForm offers multiple tiers of credit data depending on your needs. Here’s what each tier includes and how pricing adjusts: Base Tier (Lowest Price): Credit score Spendable Credit (Avail on a credit card today) Standard Tier: All of the above, plus: Estimated income DTI (debt-to-income) Bankruptcy flags Mortgage status Advanced Tier: Everything above, plus: Liquid assets Retirement aFew readers

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