Trouble Pulling a Credit Report — C2B Authorization Required
Glade supports two credit report pull methods — C2B (Client-to-Bureau) and B2B (Business-to-Bureau). If your firm is set up on C2B, the client must authorize the credit pull themselves before it can be processed.
How C2B Works
When a credit report task is triggered, the client receives a link to complete an enrollment form powered by StitchCredit. The client must fill out all required fields and click Continue to authorize the pull.
If the credit report link is spinning or not processing, the most common cause is the client has not completed all required fields on the enrollment form.
Required Fields the Client Must Complete
Full Name — First and Last name
Social Security Number
Date of Birth
Current Address — address used with creditors in the past 3 months
Click Continue to submit authorization
Note: B2B (Business-to-Bureau) does not require client authorization — the firm pulls the credit report directly. If your firm would like to be set up on B2B, contact your Client Success Manager.
Common Issues
Issue | Fix |
|---|---|
Link keeps spinning | Client has not completed all required fields — have them fill out SSN, DOB, and address |
Client never received the link | Check that the credit report task was triggered in the workflow and client's phone number is correct |
Authorization link expired | Re-trigger the credit report task from the workflow |
📄 Reference: Bankruptcy Case Preparation & Review — Best Practices