Credit Reports & Wallet
Run a customer's credit report with their consent, read the result, and keep the wallet that pays for lookups topped up.
Guides and articles 1
Frequently asked questions
Check the wallet history: a charge appears only against a lookup that was made. Most failures come from details that don't match the bureau's records, such as a different name spelling or PAN. Correct them and try again. If you were charged for a failed check, raise a ticket under Billing & Subscription with the check's reference.
Can't find an answer?
Our team is happy to help. Customers can also raise a support ticket from Help & Support after signing in to their workspace.
Help topics
Getting Started
Customers & Documents
Leads, Assignments & Follow-ups
- Overview
- Creating a loan lead
- Following up leads on time
- Assigning leads to your team
- WhatsApp leads: enquiries that create themselves
- Converting a lead into a loan application
- My Tasks: your own to-do list with on-time alerts
- What do the lead statuses mean?
- A WhatsApp message didn't create a lead. Why?