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Description

Gain access to the three principal credit bureaus and extract credit reports seamlessly through Salesforce, which minimizes expensive human mistakes, enhances operational efficiency, and allows for quicker and more informed credit assessments. Cloudsquare Credit serves as a credit reporting solution that interfaces with Experian, Equifax, and TransUnion through FactualData, enabling underwriters to conduct credit inquiries directly within Salesforce. Users benefit from swift and straightforward access to critical credit information, with the flexibility to perform either soft or hard inquiries, and the capability to fully automate decision-making processes tailored to their specific business needs. By integrating Cloudsquare Credit into your application and underwriting workflows, you can automatically initiate both soft and hard pulls, thus lowering the likelihood of human error and expediting the decision-making timeline. Each data point from the reports is meticulously extracted into Salesforce, allowing you to develop advanced business logic that automates the qualification procedure and anticipates subsequent actions. This integration ultimately transforms the way credit evaluations are conducted within your organization.

Description

Accessing the credit report and score of potential clients or trusted individuals who have granted you permission can be invaluable in various situations, such as a landlord assessing a tenant, an attorney guiding a client, or a parent offering financial advice to a child. By utilizing Experian to check someone's credit report and score, you can trust that you are obtaining the data directly from the credit bureau rather than relying on potentially inaccurate sources like faxes or printed documents. This secure authorization process allows consumers to grant access to their credit information, which can streamline the experience and reduce paperwork. As a result, you can make informed decisions more swiftly, enhancing efficiency in your evaluations. Ultimately, this modern approach fosters better financial transparency and quicker decision-making.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Affinity Solutions No 
Amazon Marketing Cloud No 
Apiboost No 
BrightOffice Lender CRM No 
CRDFix No 
Clay No 
Cloudsquare Credit No 
Conga Billing Yes 
Equifax Account Verification Yes 
Loangility No 
Manthan CDP++ No 
Media.net No 
Metro2 No 
Peach Finance No 
StellarFi No 
TransUnion Collections Management Yes 
TrueTargeting No 
bcs No 

Integrations

Affinity Solutions Yes 
Amazon Marketing Cloud Yes 
Apiboost Yes 
BrightOffice Lender CRM Yes 
CRDFix Yes 
Clay Yes 
Cloudsquare Credit Yes 
Conga Billing No 
Equifax Account Verification No 
Loangility Yes 
Manthan CDP++ Yes 
Media.net Yes 
Metro2 Yes 
Peach Finance Yes 
StellarFi Yes 
TransUnion Collections Management No 
TrueTargeting Yes 
bcs Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cloudsquare

Founded

2018

Country

United States

Website

cloudsquare.io/salesforce-products/cs-credit-app/

Vendor Details

Company Name

Experian

Founded

1980

Country

United States

Website

www.experian.com/connect/

Product Features

Product Features

Background Check

Batch Processing No 
Employment Screening No 
Online Applications No 
Screening Services Integration No 
Self Service Portal No 
Status Tracking No 
Tenant Screening No 

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