Credit Data Direct for Zoho CRM allows you to import and use consumer credit reports, business credit reports and public records data in Zoho CRM. Credit reports can be viewed from Zoho CRM in the HTML and PDF formats.
Additionally, this extension offers a variety of loan calculators to enable loan comparison analysis and loan offer computation, which can be emailed to customers.
NOTE: Use of this app requires approval by Credit Reporting Services for an appropriate permissible purpose as specified by the three credit bureaus - Experian, TransUnion and Equifax. Downloading this app will not provide credit access until this approval process is complete. Additional instructions for contacting Credit Reporting Services will be provided upon download and installation of this application.