Cloudsquare Credit

Cloudsquare Credit

Cloudsquare
+
+

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About

Get access to the three major credit bureaus and pull credit reports directly from Salesforce, reducing costly human errors, improving efficiency, and enabling faster and better credit decisions. Cloudsquare Credit is a credit reporting tool that connects to Experian Equifax and Transunion via FactualData 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. Integrate Cloudsquare Credit within your application and underwriting workflows to trigger both soft and hard pulls automatically, reducing human errors and decreasing time-to-decision. All data points from the reports are parsed out individually into Salesforce, meaning you can create sophisticated business logic to automate the qualification process and predetermine what happens next.

About

Gain increased transparency and the critical insight needed to mitigate risk. Easily replicate and automate your unique procedures and processes within this highly configurable solution. The automated workflow also supports bureau and ERP integration, rule-based workflows, tracking, and ongoing monitoring. Configure unlimited online credit application templates to cover each of your unique business needs. Create and designate required fields to ensure critical data is collected for proper data analysis. Our process is connected to major credit bureaus and rating agencies to streamline decision-making. Reduce your company's DSO by increasing the efficiency and productivity of the entire collections team. Our collections management software gives you the ability to create and configure as many collections and dispute/deductions strategies as you need, in order to accomplish your larger business goals.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Enterprises wanting a solution to leverage granular credit data to automate business processes

Audience

Companies seeking a tool to streamline their credit and collections process

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Cloudsquare
Founded: 2018
United States
cloudsquare.io/salesforce-products/cs-credit-app/

Company Information

CreditPoint
Founded: 2000
United States
www.creditpointsoftware.com

Alternatives

Metro2

Metro2

Switch Labs

Alternatives

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Laser Credit Access

Laser Accuracy
Bectran

Bectran

BECTRAN
D&B Finance Analytics

D&B Finance Analytics

Dun & Bradstreet
eCredit Complete

eCredit Complete

Credit Bureau Connection

Categories

Credit Management Supported

Categories

Debt Collection Features

Agency Management Supported
Auto Dialer Not Supported
Automated Notices Supported
Callback Scheduling Supported
Client Management Supported
Commission Management Not Supported
Compliance Management Supported
Contact Management Supported
Credit Bureau Reporting Supported
In-House Collections Supported
Payment Plans Not Supported
Transaction Management Supported

Financial Risk Management Features

Compliance Management Not Supported
Credit Risk Management Supported
For Hedge Funds Supported
Liquidity Analysis Not Supported
Loan Portfolio Management Not Supported
Market Risk Management Not Supported
Operational Risk Management Not Supported
Portfolio Management Supported
Portfolio Modeling Not Supported
Risk Analytics Benchmarks Supported
Stress Tests Not Supported
Value At Risk Calculation Not Supported

Integrations

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

Integrations

Accenture Cloud Trade Promotion Management Not Supported
Cloudsquare Lend Not Supported
Conga Billing Not Supported
Docusign Not Supported
Equifax Account Verification Not Supported
Experian Connect Not Supported
MuleSoft Anypoint Platform Not Supported
Salesforce Not Supported
TransUnion Collections Management Not Supported
Claim Cloudsquare Credit and update features and information
Claim Cloudsquare Credit and update features and information
Claim CreditPoint Software and update features and information
Claim CreditPoint Software and update features and information