Credit Checker: Credit Report, Credit Check, and Tri-Merge Report in Salesforce

Highlights

• ✔️Credit Checker Automates Soft and Hard Credit Checks Inside Salesforce
  • Pull credit report and score instantly • Run soft credit pull or hard credit check • Save results and PDF report to Salesforce records • Remove external portals
• ✔️Credit Checker Generates a Tri Merge Credit Report in Real Time
  Generate single or tri merge report from 3 major bureaus: Experian™, Equifax® and TransUnion®. Access credit scores and detailed bureau data without portals, PDFs or downloads.
• ✔️Credit Checker Delivers Instant Credit Score and Risk Assessment for Applicants
  Store score data on Salesforce records after pulling them. Get VantageScore® and FICO® scores with custom thresholds to automatically visualize risk level of applicants.
• ✔️Credit Checker Runs a Soft Credit Check for Faster Prequalification
  Screen applicants with soft credit pull without affecting scores. Check if they qualify for a loan or other financial product. This gives your team direction on who to pursue.
• ✔️Credit Checker Runs a Full Hard Credit Check for Consumers When Required
  When needed, run a hard credit check using Salesforce record. Besides credit history, you now have access to more detail from the credit bureau for further evaluation and approval
• ✔️Credit Checker Automates Credit Decisioning Using Salesforce Flows and Triggers
  Automate decisioning using Salesforce Flows & Triggers. Determine when to conduct checks based on deal stage and have credit ratings updated to save your team effort.
• ✔️Credit Checker Gives Over 120 Premium Risk Attributes for Advanced Decisioning
  Give your team over 120 attributes that go beyond what is found in standard report for decisioning. Use credit score data and elements for underwriting accuracy.
• ✔️Credit Checker Supports Credit Reports Across the US, Canada, UK, Australia
  The app supports report across US, Canada, UK and Australia, letting your team get scores and tri merge reports for applicants from one Salesforce environment.
• ✔️Credit Checker Delivers Comprehensive Credit and Identity Insights
  You receive lien and judgment data, Equifax Work Number, OneView reports and Experian Precise ID, giving more insight on creditworthiness, verifying employment and identity.

What Credit Checker: Credit Report, Credit Check, and Tri-Merge Report in Salesforce does

Credit Checker brings credit report, credit score, and full bureau data directly into Salesforce, removing delays caused by manual processing. You 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 now run soft and hard credit checks 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 (soft pulls) and hard credit check (hard pulls)

✔️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 your 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

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