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OpsRaptor - Sales enablement platform to Import Credit Reports & Find Leads

Sales enablement platform to Import Credit Reports and Find leads

Overview

  • Qualify leads by using credit data from from top credit bureaus like Experian, Equifax, TransUnion, and LexisNexis etc. Integrate with any of your existing credit data provider.

  • Automate decision making and work flows for interest rates, loan amounts, deposits, terms etc. Dashboard with credit score ranges of customers, Fraud and Freeze alerts. Reports on data mismatch between user records and credit bureau records.

  • Process credit reports for a batch of 1000+ leads with a single click. Auto refresh credit score at periodic intervals to make sure your have the latest data. Do joint credit reports or get reports from multiple bureaus with a single click.

CreditRaptor is the go to tool for finance, marketing, operations and compliance teams in Banks, Credit card, Loans, Insurance, Credit unions, Utilities, Automotive, Mortgage, Leasing, Real estate companies to qualify leads and automate workflows. Key features Integrate Credit Reports: Integrate credit reports from your existing credit data provider with a single click or contact us to set up new account. Batch processing : Get credit reports for 1000’s of records with a single click. Joint credit reports : Get joint credit reports if there are more than one applicant. AutoRefresh credit score : Automatically fetch credit score at periodical intervals. Multi bureau support : Get credit score from multiple credit bureaus with a single click and also get tri merge reports. Autofetch credit score : Autofetch credit reports as soon as records are added to salesforce. Automate decision making and process flows Attach PDF : Attach credit report as PDF and link to the particular record. Stored in custom objects: The entire report including payments, collections, employments etc, is stored in custom objects so that you can write your own rules.

Categories

Business Needs
Sales
Productivity
Marketing
Industries
Automotive
Engineering, Construction, & Real Estate
Financial Services
Personas
Executive
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder