Configure
You can configure your existing credit bureau with CreditRaptor in 5 minutes. Enter the configuration details shared by your credit bureaus in the configuration tab. Check out this demo.
CreditRaptor imports credit scores and reports from top credit bureaus and helps you see these critical data right inside salesforce and make smart business decisions.
CreditRaptor is a salesforce app that initiates credit checks and credit inquiries within salesforce. CreditRaptor integrates with the three major credit reporting bureaus and imports credit scores and credit reports to salesforce.
Credit Score and credit reports provided by credit rating agencies help companies qualify leads, assess sales potential, and adhere to compliance requirements. CreditRaptor imports all data points in the credit report, which are then parsed through and stored in salesforce as separate objects. This helps create your own intelligent business logic and automation process as to what needs to happen next based on the credit data provided.
Our credit reporting tool can be connected to all three major credit bureaus Equifax, Experian, and Transunion, directly and via third-party API providers. You can connect to these credit reporting agencies with your existing API credentials. If you don't have a credential, our team can set one up for you.
Organizations use soft credit inquiry and hard credit inquiry at different levels as per the lead’s status. By using CreditRaptor’s credit reporting tool, you can do both soft credit checks and hard credit checks. You can also store the complete credit data associated with soft and credit check within salesforce.
The credit report obtained will also be stored in PDF format and attached to the particular salesforce record.
All data points from the reports are parsed through and stored at a granular level in salesforce. Data points of the entire credit report like address, liabilities, payments, collections, employments, tradelines, inquiries, and moreare stored in Salesforce custom fields.
Based on the credit report data, you can create business logics and business process flows that automate the qualification process of a lead based on predefined criteria. You can write business flows to assign the lead to a particular salesperson or pre-approve loans, fix interest rates, etc.
When there is more than one applicant for a loan or purchase, then it is important to do a credit check on all the applicants filled in. With CreditRaptor, you can do a joint credit report in a single click.
The credit report given by the top three credit bureaus, Equifax, Experian, and Transunion, can be merged into a single report. This provides a complete picture of the consumer's risk profile.
Users can do a credit check on a batch of records by selecting the group of records in salesforce. With batch processing, you can fetch credit reports for more than 1,000 records with a single click.
CreditRaptor supports credit inquiries for multiple credit bureaus. You can select as many credit bureaus as you want from the top three credit bureaus. The credit reporting tool can be configured with direct bureaus or with any third-party API providers.
You can also set a time limit between fetching two credit reports for the same record. This ensures that when moving across processes, or when multiple agents handle the same account, your team does not accidentally trigger the credit inquiry multiple times.
You can set CreditRaptor to automatically fetch a credit score as soon as a record is added to salesforce or is moved from one object to another.
Get to know about the leads who are covered under the Military Lending Act and ensure your terms and regulations comply with the act.
Credit bureaus have adopted new measures to ensure compliance with OFAC regulations. If there is a potential match, the credit bureaus may place a "red flag" or alert on the report. CreditRaptor can alert you when such matches are found.
CreditRaptor comes with powerful dashboards that group and display the records by credit score range, flags for OFAC, flags for MLA act, and any mismatch of data found.
CreditRaptor provides users with the option to fetch credit reports at periodic intervals so that your team knows the status of your prospects and customers. The current credit score of a person can help the team upsell and cross-sell other products, or help the collections team make critical decisions.
Financial service providers involved in Banking, Insurance, Credit card, Loans, Mortgage will need specific insights to manage credit risks while onboarding new customers. You also need insights on a continuous basis to mitigate risks of existing customers. Our solutions help you to navigate through these process with ease.
Utilities companies involved in supplying gas, electricity or water have a huge customer base and need to make critical decisions as to how much of credit can be provided to a user. Customers pay the utility companies after the usage. This means utility companies need to find efficient ways to manage millions of dollars outstanding till the bills are generated and payments are made.
Our solutions can help real estate sales and marketing teams to screen tenants by providing information about credit, criminal, and eviction reports. These are insightful reports that make landlords feel secure that they are leaving the investment property in safe hands. Powered with this information you can make better decisions while signing up lease or sale agreements for your clients.
Integrate CreditRaptor with Salesforce in 3 easy steps to fetch credit report.
You can configure your existing credit bureau with CreditRaptor in 5 minutes. Enter the configuration details shared by your credit bureaus in the configuration tab. Check out this demo.
The salesforce attributes that need to be sent to credit bureaus are mapped in the required mapping tab.
Check out this demo
Click on the run credit report button for the records you want to fetch the credit score. A quick view of the credit score is visible for the record in a card and a detailed view of the credit report is available in-the details page.
Yes you need to have an account with the credit bureaus to connect the API's and fetch records.
Dont worry if you dont have an account, we can set up one for you.
You can install the app for free in Sandbox mode. If you still need a free trial to evaluate please contact support@opsraptor.com
Currently we support for United States only.
Yes, you can automated the decisions making process
We currently support Equifax Acro50 and others
CreditRaptor works with Equifax credit report API, Experian credit report API, Transunion credit report API and can be customized for any other third-party credit rating agency API.
CreditRaptor supports both soft credit check API and hard credit check API. While running the credit check for a particular record, you can specify if you want to do a soft credit inquiry or hard credit inquiry.
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