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Asset Commitment Schedules

Manage and track asset finance deals directly in Salesforce.

Equifax Credit Check

Run and manage title searches directly within Salesforce for faster, safer due diligence.

Amortisation Schedule

Create Amortisation Schedules in Salesforce CRM for every single Deal

Auto Log Email Records

No More Manual Logging Just Smarter Communication Tracking

PPSR Schedule Automation

Auto-extract data from PPSR reports to build and export asset schedules in Salesforce.

PPSR Searches

Run PPSR Searches Directly from Salesforce CRM

WhatsApp, Phone & SMS Integration

Connect and communicate with clients via WhatsApp, calls, and SMS all within Salesforce.

Document Collection Tool

Request, receive, and manage client documents securely within Salesforce.

Title Search Integration

Run and manage title searches directly within Salesforce for faster, safer due diligence.

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  • Equifax Credit Check

Instant, Secure Credit Checks with Equifax + Salesforce

For brokers, credit assessment is a critical step in qualifying leads and matching them with the right lenders. Our Equifax integration makes this step instant, secure, and frictionless, reducing turnaround times and improving client experience.

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  • How It Works

Transform Your Credit Assessment Workflow

Run real-time Equifax checks directly in Salesforce to accelerate approvals, reduce risk, and deliver a seamless client experience.

1. Initiate a credit check

Directly from Salesforce CRM System for a business or a an individual.

2. Pull data

Pull Equifax credit data in real-time, including scores, history, and red flags

3. store results

Automatically store results within the deal or client record

4. automation

Use automation to trigger alerts, next steps, or route deals based on credit results

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Ready to Upgrade Your Credit Workflow?

Whether you're processing your asset finance or commercial applications, Equifax integration helps you speed up decisions, stay compliant, and focus on closing more deals.
Talk to us today to see how Equifax + Salesforce CRM can transform your brokerage.

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