PayNet is the leading provider of credit ratings on small businesses. Pull Credit History Reports from your Account or Contact within Salesforce.
Clean, context-rich bank transaction data you can use. View bank and credit card statement details right within Salesforce.
Search what UCCs exist for your Accounts. File, Update, Upload, and Perfect UCCs via our CSC integration within Salesforce.
Are you using Salesforce for the early stages of your lease or loan? If you’re using Lease Team’s Aspire for later stages of the deal, you can book right within Salesforce.
Book leases, update customers, make online payments, and more from Salesforce. These and many other transactions are available in our robust Salesforce integration.
Use Salesforce for your Lease Origination and book right into Better Program’s TurboLease for servicing.
Get additional borrower information using our integration to LexisNexis RiskView.
This configurable workflow tool will ensure certain tasks get done. Drag and Drop documents and audit capabilities. Our clients use this for document checklists, credit analysis checklists, pre-funding checklists.
Do basic loan pricing based on simple parameters such as funding amount, payment timing, payment frequency, interest rate, and balloon amount.