Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid - Cloudsquare - AppExchange
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Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid

By Cloudsquare
Cloudsquare BankLink – Bank Verification and Risk Analysis via Plaid
Cloudsquare BankLink - Powered by Plaid
Overview
Benefits
Features: Cash Flow User Interface
Features: Connected with Plaid Products
Features: Borrower Banking Information and Transaction Details Directly in Salesforce
Features: Automated Applicant Bank Authorization via Email
Features: All Information is Parsed Out Into Data Points
Features: Automate Your Underwriting Process
Value
Screenshots: Automated Underwriting Processes
Screenshots: Cash Flow UI
Screenshots: Connected to 5 Plaid Products
Screenshots: Parsed to Data Points
Screenshots: Stored in Salesforce
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Starting at $275 USD per company per month 90 day free trial for sitewide use** **requires paid white glove installation. Self-install not available at this time. Contact us for details. Additional Plaid charges may apply

Rating

(0)

Latest Release

4/23/2024

CATEGORIES

Finance

Industry

Financial Services, Real Estate
Easy-to-use user interface to verify bank account and make credit decisions

Cloudsquare BankLink is a risk analysis software that integrates Salesforce with the safest financial account verification platform, Plaid. Run effortless cash flow analysis, make accurate credit decisions, and automate your underwriting process.

Starting at $275 USD per company per month 90 day free trial for sitewide use** **requires paid white glove installation. Self-install not available at this time. Contact us for details. Additional Plaid charges may apply