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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
CBC integrates with seamlessly many CRMs/DMSs or thru an XML push to every CRM/DMS available. DealerTrack and RouteOne data push and the ability to pull CBC bureaus is also available.
CBC powers the largest lending platforms in the industry as well as many of the top dealer groups in the automotive space.
Credit Bureau Connection has roots in the credit report, regulatory compliance, sales, desking, and F&I system development fields dating back to the early 1980's. In recent years, Credit Bureau Connection, also known as CBC, has become a recognized industry leader in credit reports, online credit applications, fraud detection and prevention, and regulatory compliance solutions.
CBC is proud to be one of only a few authorized resellers to the automotive and related industries for all three credit reporting agencies: Experian, TransUnion, and Equifax. We have established, long-term, exceptional-standing relationships with each of the credit reporting agencies.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Accenture Cloud Trade Promotion Management
Yes
Advent DMS
No
Cloudsquare Lend
Yes
Conga Billing
Yes
Dealer-Mate
No
DealerSocket
No
Dealertrack DMS
No
Docusign
Yes
Equifax Account Verification
Yes
Experian Connect
Yes
Integrations
Accenture Cloud Trade Promotion Management
No
Advent DMS
Yes
Cloudsquare Lend
No
Conga Billing
No
Dealer-Mate
Yes
DealerSocket
Yes
Dealertrack DMS
Yes
Docusign
No
Equifax Account Verification
No
Experian Connect
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
varies
CBC provides all three U.S. credit bureaus along with Clarity, powered by Experian, alternative data credit reports.
CBC offers both hard-pull and soft-pull credit report types accompanied with a full suite of regulatory compliance products and fully configurable online web credit applications.
CBC offers both hard-pull and soft-pull credit report types accompanied with a full suite of regulatory compliance products and fully configurable online web credit applications.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cloudsquare
Founded
2018
Country
United States
Website
cloudsquare.io/salesforce-products/cs-credit-app/
Vendor Details
Company Name
Credit Bureau Connection
Founded
2004
Country
United States
Website
www.creditbureauconnection.com
Product Features
Product Features
Auto Dealer
Accounting
No
Buy-Here-Pay-Here
Yes
Collections Management
No
Contact Database
Yes
Customer Database
Yes
Document Management
Yes
F&I Management
Yes
Financing Management
Yes
Form Printing
Yes
Inventory Management
No
Lease Management
No
New Car Dealer
Yes
New Car Lot
Yes
Online Inventory
No
Parts Management
No
Sales Management
Yes
Service Department
No
Used Car Lot
Yes
Website Integration
Yes
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
Yes
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
Yes
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
Yes
