Supported Salesforce Integrations

Review business creditworthiness and commercial risk indicators.

Access business credit and equipment financing payment reports

Screen merchant funding history and risk signals.

Verify identities using documents, selfies, and accounts.

Verify individual identities and assess fraud risk.

Verify individuals and businesses, assess risk, and screen for sanctions, PEPs, adverse media, and court records.

Match tax identifiers with registered taxpayer information.

Confirm business registration and legal status globally.

Connect bank accounts, transactions, assets, and liabilities.

Retrieve employment and income verification information securely.

Verify income through connected financial accounts.

Connect lending disclosures and closing documents.

Securely store and manage authoritative digital contracts and assets.

Process payments and manage banking transactions at scale.

Automate ACH collections and recurring borrower payments.

Accept and track digital payment transactions.

Process online payments through connected workflows.

Accept card and electronic check payment transactions.

Connect payment processing to Salesforce workflows.

Synchronize customers, invoices, bills, and accounting transactions.

Sync financial transactions and accounting data with Salesforce.

Send and receive encrypted emails securely.

Collect and exchange sensitive documents securely through Salesforce.

Retrieve property records, mortgage data, and valuation insights.

Access property information for analysis.

Manage property appraisal orders and status updates.

Obtain property appraisals and automated valuation estimates.

Manage appraisal ordering, tracking, and review workflows.

Look up powersports, RV, and marine values.

Look up equipment values and market insights.

Determine property flood zones and monitor changes.

Retrieve flood zones, elevation, and hazard information.

Manage mortgage registrations, transfers, and deactivations.

Search liens and judgments for individuals and businesses.

Search lien records and manage UCC filings.

Capture business financing leads from referral marketplaces.

Import loan inquiries from marketplace channels.

Bring commercial financing referrals into Salesforce workflows.

Submit business financing applications and track offers.

Exchange funding applications, documents, and lender responses.

Route business funding requests and receive offers.

Share financing applications, documents, and funding offers.

Send merchant financing requests and monitor responses.

Submit equipment financing applications and supporting documents.

Manage equipment financing submissions and lender offers.

Submit business funding applications and track responses.

Exchange equipment financing applications, documents, and offers.

Send commercial vehicle financing applications and track responses.

Share equipment financing applications and required documents.

Route dealer financing applications and supporting documents.

Submit business financing requests and review offers.

Manage equipment financing applications and funding offers.

Exchange commercial lending applications and supporting documents.

Submit equipment financing applications and track decisions.

Exchange business funding applications, documents, and offers.

Submit equipment finance applications and review offers.

Screen against OFAC, global sanctions & restricted-party watchlists across 350+ databases in 209 countries