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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Beyond mere document management, we provide personalized solutions that seamlessly integrate with your current software while enhancing your business workflows. Our customized offerings are designed to work in harmony with your accounting systems, streamlining processes such as data entry, approval workflows, and electronic invoice organization. For nearly two decades, we have been dedicated to developing, marketing, and supporting our proprietary software solutions. With a portfolio of over 300 customized solutions, we possess a deep understanding of your specific needs. Our commitment extends beyond just support; we constantly strive to enhance our offerings. The innovative solution, known as the ferret, was inspired by Phil North’s extensive experience in managing various scanning bureaus across New Zealand, where he provided document management services for numerous large-scale projects. One notable instance involved the processing of 70 tonnes of large-format engineering drawings for a significant utility company. Impressively, nearly half of all the scanning tasks performed by these bureaus resulted in invoicing, highlighting the efficiency of our systems. We believe that continuous improvement and adaptation are essential to meet the evolving demands of our clients.

Description

CBC integrates with seamlessly many CRMs/DMSs or thru an XML push to every CRM/DMS available. DealerTrack and RouteOne data push and the ability to pull CBC bureaus is also available. CBC powers the largest lending platforms in the industry as well as many of the top dealer groups in the automotive space. Credit Bureau Connection has roots in the credit report, regulatory compliance, sales, desking, and F&I system development fields dating back to the early 1980's. In recent years, Credit Bureau Connection, also known as CBC, has become a recognized industry leader in credit reports, online credit applications, fraud detection and prevention, and regulatory compliance solutions. CBC is proud to be one of only a few authorized resellers to the automotive and related industries for all three credit reporting agencies: Experian, TransUnion, and Equifax. We have established, long-term, exceptional-standing relationships with each of the credit reporting agencies.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Advent DMS No 
Dealer-Mate No 
DealerClick No 
DealerSocket No 
Dealertrack DMS No 
DeskManager No 
Momentum CRM No 
PBS DMS No 
RouteOne No 
Safeguard App No 
VinSolutions Connect CRM No 
WebManager No 
XSellerator No 
abcoa Deal Pack No 

Integrations

Advent DMS Yes 
Dealer-Mate Yes 
DealerClick Yes 
DealerSocket Yes 
Dealertrack DMS Yes 
DeskManager Yes 
Momentum CRM Yes 
PBS DMS Yes 
RouteOne Yes 
Safeguard App Yes 
VinSolutions Connect CRM Yes 
WebManager Yes 
XSellerator Yes 
abcoa Deal Pack Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

varies
CBC provides all three U.S. credit bureaus along with Clarity, powered by Experian, alternative data credit reports.

CBC offers both hard-pull and soft-pull credit report types accompanied with a full suite of regulatory compliance products and fully configurable online web credit applications.
Free Trial Yes 
Free Version No 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Ferret Software

Founded

2001

Country

New Zealand

Website

www.ferretsoftware.com.au

Vendor Details

Company Name

Credit Bureau Connection

Founded

2004

Country

United States

Website

www.creditbureauconnection.com

Product Features

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Product Features

Auto Dealer

Accounting No 
Buy-Here-Pay-Here Yes 
Collections Management No 
Contact Database Yes 
Customer Database Yes 
Document Management Yes 
F&I Management Yes 
Financing Management Yes 
Form Printing Yes 
Inventory Management No 
Lease Management No 
New Car Dealer Yes 
New Car Lot Yes 
Online Inventory No 
Parts Management No 
Sales Management Yes 
Service Department No 
Used Car Lot Yes 
Website Integration Yes 

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking Yes 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management Yes 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation Yes 

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