Salesforce Credit Check Made Simple with Credit Checker

Name: Credit Checker
Brand: Cloud Maven, Inc.
Price: 200 USD
Availability: InStock
Rating: 5 (55 reviews)

Credit Checker by Cloud Maven, Inc. runs soft credit pulls, hard credit pulls, and tri-merge credit reports from Experian™, TransUnion® and Equifax® directly inside Salesforce. Loan officers and underwriters get credit scores, tradeline details, and risk factors on the same record they already work in, with no bureau portal to log into.

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Turn Credit Reports Into Actionable Salesforce Data

Instead of raw or messy files, you get structured, usable information that plugs right into your Salesforce workflows. You can store complete credit reports as PDFs alongside structured Salesforce field data for automated workflows, reporting, and decisioning. It becomes simple to spot risk, compare applicants, or set automated rules based on credit score ranges or thresholds you define.

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Access FICO® and VantageScore® data where available

Review and compare applicant credit information in Salesforce

Apply configurable credit score rules to underwriting workflows

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Secure Credit Bureau Data in Salesforce

Credit Checker stores everything the right way, encrypted, locked down, and logged, so your team can work confidently without worrying about compliance headaches. All sensitive data, including bureau responses, is stored using AES-256 encryption, and any communication with credit bureaus is secured via HTTPS. Every inquiry, whether a soft pull or hard pull, has a full record behind it.

Maintain audit records for credit inquiries

Detailed logs for every soft credit pull or hard inquiry

Secured bureau connections with no plain-text storage

Table with user names, report types, scores, and score tiers labeled Excellent, Very Good, Poor, Fair, and Good.

Automate Credit Check and Credit Reporting Workflows in Salesforce

Automate credit report requests within your Salesforce processes using Flow, Apex, and configurable triggers. Initiate a credit check when an application reaches a defined stage, retrieve credit information from supported Salesforce objects, and use credit score data to support underwriting and decision workflows.

Automated credit pulls using Salesforce Flow, Apex, or triggers

Kick off Salesforce credit check from any standard or custom object

Generate or update a Salesforce credit rating automatically

Automate from Lead, Case, Opportunity, Standard Object, and Custom Object

Tri-Merge Credit Reports in Salesforce

Get a consolidated view of consumer credit information. You can review mortgage loans, auto loans, credit cards, student loans, collections, charge-offs, bankruptcies, utilization trends, late payments, and public records from all three bureaus in a unified tri-merge credit report view. Instead of relying on scattered reports, everything lands in one clean place: scores, tradelines, delinquencies, and the details you actually need.

Access detailed consumer credit history and tradelines

Store credit scores and risk factors right on Salesforce records

Use data for underwriting, dashboards, or quick confidence checks

Credit report summary showing secured debt, average score, no late payments, open account

Soft and Hard Credit Pulls in Salesforce

Run soft credit pulls for eligible prequalification workflows and hard credit pulls when required for lending decisions. Credit Checker connects Salesforce with Experian™, TransUnion® and Equifax®, allowing you to request credit information and review results without switching to separate bureau portals.

Request credit scores and credit reports directly in Salesforce

Access credit data from Experian™, TransUnion® and Equifax®

Use soft credit pulls for prequalification without hurting credit scores

Order Reports & Verification form with applicant details and report options including credit and criminal history checks.

How Credit Checker Speeds Up Decisions, Reduces Errors, and Cuts Approval Bottlenecks

67% Faster Credit Decisions

Compared to prior manual workflows, teams see decisions move noticeably quicker once credit checks happen right inside Salesforce. No switching screens, no waiting on manual pulls; just fast, clean results.

Illustration showing credit scores from Experian (765), Equifax (754), and TransUnion (790) combined into a single safe and verified score of 779 displayed on a computer screen.

Fewer Manual Errors

Based on customer-reported outcomes, with credit scores and reports pulled automatically from the 3 bureaus, customers report far fewer copy-paste mistakes and missing data in their workflows.

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Drop in Approval Bottlenecks

By automating soft pulls, hard pulls, and tri-merge credit reports based on average results across customer implementations, bottlenecks in underwriting or application reviews shrink dramatically, freeing teams to focus on real decisions.

100% of Credit Data Stored Securely in Salesforce

Based on customer data across deployments, because everything stays in your own org, customers gain confidence knowing almost all credit report data remains protected, logged, and audit-ready at all times.

Why Teams Choose Cloud Maven, Inc for Credit Reporting in Salesforce

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Credit Tools That Move With You

Run credit checks and pull credit scores right inside Salesforce, without slowing down your workflow or bouncing between different systems.

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Setup That Doesn’t Require IT

Connect your bureau, map fields, and go. Salesforce takes over the routine credit score checks, saving your team time instantly.

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Your Credit Data, Fully in Salesforce

Keep every credit report and score in your own org, not an outside portal, so you stay in control of security, access, and visibility.

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Pricing That Doesn’t Play Games

No surprise bureau add-ons or extra charges. Just clear, predictable access whenever you need to run a credit check or pull a score.

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Fast Answers, Even on Busy Days

Whether you need a quick soft credit check or a full tri-merge credit report, Credit Checker delivers reliable results without delays.

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Flexible for Any Credit-Driven Workflow

Lenders, brokers, tenant screeners - any team using credit score checks can tailor the app to fit their process without extra tools.

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Frequently Asked Questions

Which credit bureaus and data providers are supported?

Credit Checker integrates directly with the three major credit bureaus: Experian™, Equifax®, and TransUnion® to deliver real-time credit reports and credit score checks inside Salesforce. With seamless Salesforce Experian integration, Salesforce Equifax integration, and Salesforce TransUnion integration, you can access single-bureau or tri-merge credit reports for complete borrower insights and faster underwriting decisions.

Can I perform both soft and hard credit checks?

Yes. You can run soft credit checks (for prequalification) or hard credit pulls (for official lending). Soft pulls do not affect credit scores, while hard inquiries require the pulling of full bureau data for underwriting and risk assessment purposes, all configurable directly within Salesforce.

How secure is Credit Checker?

Every credit check and credit score pull happens securely within Salesforce, eliminating the potential for data exposure. Every transmission is encrypted, and the system complies with FCRA, GLBA, PCI-DSS, and Salesforce Shield standards, along with complete audit trails for compliance and traceability.

How quickly are credit scores and reports generated?

Credit Checker provides real-time credit score checks and credit reports within seconds of request. Whether it is a soft inquiry or a tri-merge credit report, Credit Checker delivers results instantly, helping lenders make faster, data-backed decisions without leaving Salesforce.

Does Credit Checker integrate with Salesforce workflows?

Yes. It works natively with Salesforce Flows, Apex, and Process Builder, enabling fully automated credit score checks from any object. You can even trigger reports automatically as part of your loan origination or tenant screening workflow.

Does Credit Checker store credit reports in Salesforce?

Yes, Credit Checker supports storing credit report PDFs and structured credit information in Salesforce. Access, retention, encryption, and audit controls can be configured according to your organization's security and regulatory requirements.

Which countries are supported?

Credit Checker currently supports the United States, Canada, the United Kingdom, and Australia. Each region connects to localized bureau data and credit score ranges for more accurate risk assessment and regional compliance.

How much does Credit Checker cost?

Credit Checker starts at $200 per company per month, plus a per-report fee based on the number of credit reports requested and credit bureaus used (Experian™, Equifax®, TransUnion®).

Discounts are available for nonprofit organizations. Contact Cloud Maven, Inc. for detailed pricing.

What type of analytics or dashboards are available?

Credit Checker offers real-time dashboards to track credit scores, tri-merge results, and bureau performance. You can visualize applicant score ranges, compare reports, and run bulk credit checks for portfolio-level insights without leaving Salesforce.

Can Salesforce automatically pull credit reports?

Yes, Credit Checker supports automation through Salesforce Flow, Apex, and triggers. Credit checks can be initiated as part of configured workflows, subject to appropriate authorization and bureau requirements.