Cloudsquare Credit Reviews & Product Details

Cloudsquare Credit is a credit reporting tool that connects to Experian, Equifax, and Transunion, enabling underwriters to make credit inquiries directly from within Salesforce. Users get fast and easy access to essential credit check data, the option to run soft or hard pulls, and the ability to fully automate the decision-making process according to their unique business model. Cloudsquare Credit helps you to reduce human error, speed up the underwriting process and make smarter credit decisions. This credit reporting tool is built for a wide range of financial industries, with the goal of making everything quick, easy, and accessible for your company and taking your credit check or underwriting process to new levels. What’s Included? See everything the credit reporting agency has to offer: - Credit Score utilizing the desired models  - Credit Summary  - Liabilities  - Inquiries  - Public Records  - Consumer Identity  - Consumer Addresses  - OFAC and other regulatory products  Soft pulls and hard pulls: - Based on your business use case, choose which type of pull to run, or set up process automation to do it for you. Access your trusted credit bureau and manage the results in Salesforce: - Pull reports from opportunity or contact records utilizing easy to use interface  - Store the full reports as PDFs on the opportunity and contacts  - Parse the borrower’s credit scores to Contact and Opportunity  Reduce errors and automate your business process: - Set default settings for your ideal report pulls that are pre-loaded each time, not requiring you to always select the settings desired. - All credit data is parsed into Salesforce, allowing you to automate your underwriting decisions. - Can be based on specific business needs or qualification processes  Integrated with Experian and Factual Data