PayNet Direct
PayNet Credit History Report
Overview
If upgrading from an older version please contact support@northteq.com Pull Credit History Reports from your Account or Contact within Salesforce.
See How PayNet Direct Works
Better Informed Credit Decisions
Credit Efficiencies
Objective Adjudication
With our PayNet Direct Salesforce "App", you can pull the PayNet Credit History report directly within Salesforce. Reports can be pulled from the Account, Contact, or lead objects. It also fully integrates with nCino if you are using that as a loan origination. All the data from the Credit History Report is saved to the Salesforce Database so it can be used for Reports, Workflows, and Scoring. Furthermore, the formatted PayNet Credit History report is saved and is available as an attachment as well. We also allow automation for pulling the report. You can set minimum match thresholds and have the PayNet report automatically pulled based on business rules you define. Northteq specializes in bringing credit data into Salesforce.com. And PayNet Direct for Salesforce is just one of many apps that help you do this.
Categories
- Business Needs
- Finance
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
Compatibility
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
- Supported Languages
- English