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.
Make real-time requests for the current Sales & Use tax rates directly into Salesforce based on the equipment or borrower address.
Submit deals to your funding source with a click of a button. Tamarack has integrations with several lenders. Ask if yours is supported. If they are not today, we can add them.
Import and spread of your borrower's financial statements right within Salesforce. You can create custom ratios and comments for each element.
Use any field captured in Salesforce in a custom scorecard. This can run automatically or manually via simple button click.
Create more manageable email notifications with a click of a button. Configure messages to go out at various stages of the deal or under certain conditions. All emails are located under the opportunity.
Credit Bureau Direct provides a simple, cost-effective way to pull Experian, Equifax and TransUnion credit reports directly from Salesforce. Reports can be pulled by button click or automatically via automated processes configured in your Salesforce org.
The OFAC Direct app is designed to be simple and intuitive, making it easy to comply with your OFAC KYC requirements, by leveraging your existing Salesforce data. Users are able to automatically or manually pull an OFAC SDN search from the lead, account, and contact objects.