Software to pull credit reports: Credit Checker
Credit Checker is the most acclaimed tool for Salesforce users that automates the credit reporting workflow. It is developed by Cloud Maven, Inc., a Salesforce-Certified ISV Partner and the recipient of the 2021 Salesforce Partner Innovation Award. Many credit information companies regularly pull credit reports to protect their company. By doing this, the company can identify potential risks a customer may pose. This solution lets credit information companies learn about an applicant’s creditworthiness quickly. They can easily obtain Experian, Equifax, and TransUnion reports to obtain detailed information about the applicant. To determine an applicant’s creditworthiness, credit information companies can examine all risk factors such as Experian-Precise ID, OFAC reports, employment information, driving license, LnJ data, and other credit histories, ensuring that all regulatory requirements are met. The credit information company can easily pull single/joint or bulk reports using any Salesforce object according to their business needs. It provides immediate access to an applicant’s FICO and Vantage scores.
Credit information companies can set and change rules based on their business policies. The app automatically accepts or rejects applications based on the rules you set. As a result, it eliminates the need for human intervention, saving time and money while removing the risk of human error. The app includes a fully customizable intuitive dashboard to analyze the profiles. This aids in the interpretation and monitoring of profiles. They can also sort profiles using the dashboard based on the applicant’s credit score, debt amount, name, or other credit details. Furthermore, the app enables simple and scalable Salesforce integration in your workflow as an API form. This app is available on Salesforce AppExchange for a free 30-day trial. Send an email to firstname.lastname@example.org for any queries. Follow Cloud Maven, Inc. on LinkedIn, Twitter, and YouTube to learn more.