Credit Checker - Instant Credit Reports from Experian™, TransUnion®, Equifax®
Credit Checker brings credit report, credit score, and full bureau data directly into Salesforce, removing delays caused by manual processing. Your teams can immediately obtain credit score, assess risk and create a Salesforce credit rating for each applicant using secure connections to 3 major credit bureaus: Experian™, Equifax®, and TransUnion®. You can run soft and hard credit check within the Salesforce workflow. Soft credit pull enables pre-qualification without affecting the credit score, while hard credit pull provides more detail when necessary. A tri merge credit report combines bureau results into one easy to read report, making it simpler to compare credit scores. ✔️Run real-time credit checks directly from Salesforce ✔️Perform soft credit check and hard credit check ✔️Access data from all 3 major credit bureaus securely ✔️Generate tri merge credit report for holistic risk review ✔️Save all credit reports and PDF reports securely in Salesforce records ✔️Access liens and judgments for deeper public-record risk insights ✔️Use Equifax Work Number, OneView, and Experian Precise ID for identity and employment verification
Top keywords
- credit18×10.65%
- salesforce5×2.96%
- report4×2.37%
- check3×1.78%
- credit check3×1.78%
- credit report3×1.78%
- credit score3×1.78%
- hard3×1.78%
- hard credit3×1.78%
- risk3×1.78%
- score3×1.78%
- soft3×1.78%
Lending Manager - Loan Origination & Servicing Platform
cmLending brings together loan origination, loan servicing, syndication, and lease management on a single platform, modernizing the entire lending lifecycle. Lenders and brokers can collect digital loan applications, verify borrower data, automatically underwrite loans, and close loans much faster with fewer manual steps than before. Once a loan has been funded, the platform naturally transitions to servicing by performing payment posting, amortization, draw management through Sitewire integration, and default workflow through Noteflow integration. Your teams receive accurate records, timely alerts, and a complete audit trail while managing large numbers of consumer, commercial and broker-led loans. The platform helps alleviate the operational burden associated with managing everyday operations, support compliance, and provide a consistent borrower experience from the initial loan application to the final loan payoff. ✔️Digital loan applications with smart flows and prefill ✔️Automated underwriting, decisioning, and approvals ✔️Automated lender match and loan submissions ✔️Flexible loan modification, renewal, payoff capabilities ✔️Compliance-ready audit trails and dashboards
Top keywords
- loan9×5.81%
- loans3×1.94%
- platform3×1.94%
- applications2×1.29%
- audit2×1.29%
- automated2×1.29%
- borrower2×1.29%
- digital2×
