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.
Key Features:
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.
Credit Reporting Services is focused on making access to Credit and Risk Management Data democratizing simple through technology. We build beautiful consumer experiences, developer-friendly infrastructure, and intelligent tools that give everyone the ability to create amazing products that solve big problems.
Our leading edge Credit Data Direct for CRMs product is an application available as an add-on to ZoHo CRM, enabling ZoHo users to Integrate Credit Data from all three Credit Bureaus directly into ZoHo CRM.
Credit Reporting Services Inc. is a national full-service credit reporting agency certified as reseller for Experian, TransUnion and Equifax.
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Hello,
I would recommend you to try Credit Data Direct Extension for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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