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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Gain access to the three principal credit bureaus and extract credit reports seamlessly through Salesforce, which minimizes expensive human mistakes, enhances operational efficiency, and allows for quicker and more informed credit assessments. Cloudsquare Credit serves as a credit reporting solution that interfaces with Experian, Equifax, and TransUnion through FactualData, enabling underwriters to conduct credit inquiries directly within Salesforce. Users benefit from swift and straightforward access to critical credit information, with the flexibility to perform either soft or hard inquiries, and the capability to fully automate decision-making processes tailored to their specific business needs. By integrating Cloudsquare Credit into your application and underwriting workflows, you can automatically initiate both soft and hard pulls, thus lowering the likelihood of human error and expediting the decision-making timeline. Each data point from the reports is meticulously extracted into Salesforce, allowing you to develop advanced business logic that automates the qualification procedure and anticipates subsequent actions. This integration ultimately transforms the way credit evaluations are conducted within your organization.

Description

For more than two decades, SettlementOne has earned national acclaim as a premier provider of credit and data verification services for banks, mortgage lenders, brokers, and credit unions across the United States. The company offers cutting-edge, compliant web-based platforms designed to reduce risk while enhancing operational efficiency and simplifying the lending process. Founded in 1999, SettlementOne stands as one of the largest providers of mortgage data in the country, delivering secure and cost-effective solutions that facilitate the mortgage origination and lending experience for both financial institutions and consumers. Reach out to us for further details on how we can assist your business with its needs. Evaluating a borrower's creditworthiness relies on the prompt and precise analysis of data from all three major credit bureaus: Experian, TransUnion, and Equifax. Additionally, SettlementOne’s credit report solutions present user-friendly formats that offer much more than just FICO scores, ensuring a comprehensive view of a borrower’s financial profile. We are committed to helping you navigate the complexities of credit assessments with ease and efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Accenture Cloud Trade Promotion Management
Cloudsquare Lend
Conga Billing
Docusign
Equifax Account Verification
Experian Connect
MuleSoft Anypoint Platform
Salesforce
TransUnion Collections Management

Integrations

Accenture Cloud Trade Promotion Management
Cloudsquare Lend
Conga Billing
Docusign
Equifax Account Verification
Experian Connect
MuleSoft Anypoint Platform
Salesforce
TransUnion Collections Management

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Cloudsquare

Founded

2018

Country

United States

Website

cloudsquare.io/salesforce-products/cs-credit-app/

Vendor Details

Company Name

SettlementOne

Founded

1999

Country

United States

Website

www.settlementone.com

Product Features

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

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Credit Bureau Connection