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Introducing the AI-Enabled Agnostic Assistant
Empowering Pharma with AI-Driven Data Analytics Project
Introducing AutoSortly – Your Smart Inbox Assistant
Credit Objects introduces AI-Enabled Widget
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Introducing the AI-Enabled Agnostic Assistant
Empowering Pharma with AI-Driven Data Analytics Project
Introducing AutoSortly – Your Smart Inbox Assistant
Credit Objects introduces AI-Enabled Widget
We’ve launched our new website!

3rd Party Integrations

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Amazon Web Services (AWS)

Amazon Web Services (AWS) allows quick and secure hosting of application accessible from any part of the world.
  • Agents can access Credit Objects from anywhere as its cloud-based software solution.
  • Massive transactional activity for your Business is performed smoothly in Credit Objects with AWS reliable and secure global computing.
  • Delicate business information is protected with end-to-end Secure dataflow.

Amazon Connect

Amazon Connect is a cloud-based support assistant that relies on contact flows, routing, analytics, and voice interactions to setup natural chatbot experience.experience.
  • Managers can create automated replies for providing unique experience for potential customers.
  • Incoming queries can be redirected to the “Best” available Agent based on Agent profiles.
  • Agents can set up automated reminder calls to customers for payment reminders, etc.

Amazon Pinpoint

Amazon pinpoint assists in collecting usage attributes and metrics for identifying trends in how customers are interacting with Business.
  • Managers can run campaigns and set up emails, SMS, push-notifications and more.
  • Various trigger points for dispatching emails/SMS can be created at any event in the loan processing cycle.
  • Managers can determine customer behavior on entry forms and customer-facing mini application via analytics that gathers clicks and mouse movements.

Twilio

Twillio solutions provides excellent business purpose communications like calls, SMS, buying numbers for different countries, etc.
  • It Serves as the built-in communication engine for calling and SMS notifications delivered to Customers at various steps of Loan Application life cycle.
  • Smooth uninterrupted communication for Agents, rated 99.95% as per SLA.
  • With Twilio, Agents can easily contact respective customer with a single click from within the application.

GreenID

GreenID is an identity verification system that accelerates application processing by providing real-time verification.
  • Leads falling in Credit Objects, via various data gathering sources, are already screened through GreenID Verification. Removing possibility of fraud leads in Credit Objects.
  • Agents do not need to manually verify customer identification – saves time & removes possible human errors
  • Makes Application processing in compliance with various government mandatory requirements.

Hubspot

Hubspot being a comprehensive CRM tool assists in creating a centralized hub for marketing, sales, service, and operations of the business.
  • Agents can handle the potential leads received via websites while managing them as they covert into sales.
  • Agents can track all communication regarding specific applications in Credit Objects and follow up on them as required.
  • Leads from Hubspot directly transition into Credit Objects Application without manual data entry.

Equifax

Equifax provides detailed credit history and credit score for the customer, which assists in decision making process.
  • Agents can execute Equifax from within the respective customer loan application.
  • Equifax executed instantly, required mandatory information pulled from the application form.
  • Equifax report received as pdf attachments in respective customer’s application.

MS SharePoint

MS SharePoint provides a rich collaboration environment for its users to come to a common virtual space for discussion and demonstration.
  • Agents employ MS SharePoint for team meetings specially for meetings requiring presentations or discussions.
  • MS SharePoint makes it easy for Agents to hand over Loan Application to another Agent without having to get him up to speed.

MS Outlook

MS Outlook is one of the simplest yet powerful email client with integrated calendar to keep track of appointments.
  • Allows Agents to manage all emails to and from customers in an organized manner.
  • Integrated calendar acts as reminder system allowing Agents to set up reminders for different loan applications

Illion

Illion Bank Statement hosts the entire bank information for customers and is accessible to individuals at any time.
  • Illion Bank Statement integration makes it easier for Agents to request for Customer’s Bank Statements via emails and mini-Applications.
  • Bank Statements that the customer pulls are directly received in the Attachment Component of respective customer’s application.

Adobe

Adobe PDFs have earned the status of corporate filetype for documentation over the years due to its security and encryption.
  • Customized PDFs files can be generated across various processes that require documentation as a part of legal compliance.
  • Agents can request digital signatures from customers that are embedded in pdf files printed.
  • Sensitive information is secure while generated in PDF files with read-only mode or password protection.

Glass’s

Glass’s Guide provides all there is regarding vehicle identifications including data and insight.
  • Agents can pull data for any vehicle based on integrated search that shortlist data in real- time allowing to quickly select the desired vehicle.
  • All relevant information with all relevant vehicle specifications can be pulled within seconds.
  • Data pulled from Glass’s is automatically filled in relevant fields, which eradicate chances of possible human errors.
  • Glass’s Guide also provides pricing and valuation for the vehicle being searched.

Mailchimp

Mailchimp is a strong email management tool, which assists in organizing email lists, automating email and email marketing.
  • Agents can set up automated emailing with customized templates.
  • Set up wide range of mailing list assigning different templates to east mailing list depending on application statuses.
  • Create triggers within loan application cycle to dispatch automated emails.
  • Agents can organize list of customers that abandoned their application midway and dispatch mass emails to retarget.

Lixi

Lixi provides standards that enable efficiency in lending and other operations by ensuring compliance and customer experience.
  • Facilitates collaboration to improve efficiency of data exchange for Agents
  • Industry set standards allow Agents to quickly communicate required datasets across lending platforms
  • Innovative approach of Lixi supports the Agents in ensuring local regulations and compliance requirements.

Ipstack

Ipstack offers powerful and real-time IP location data while assessing potential security threats to ensure the business safety.
  • Allows Agents to know the exact location for logged in Customer.
  • Creates a location stamp of Customer for later reference, especially when Agents require Customers to digitally sign documents.
  • Provides better insight to Agents about the geographical location of Customers, which can be use as marketing data.

TIBCO

TIBCO Jaspersoft makes it possible to embed reports and dynamic dashboards within the application.
  • Allows custom made reports easily embedded into the application.
  • Reports can be designed exactly as required with visualizations to meet the specification.

Addressify

Addressify serves as address verification, geocoding, validation and autocomplete for websites, online form or mobile application.
  • Assists Agents in address verification and validation for Customer’s entered data.
  • Address splitting functionality easily splits address into separate address fields like suburb, street #, etc.
  • Improves Customer experience by providing address autocomplete picklist, which speeds up address entry and removes possible errors

SMTP2Go

SMTP2Go allows easy, reliable, and fast tracking of emails without worrying for email delivery status.
  • Allows Agents to send email to Credit Objects from within the Credit Objects Application.
  • Email delivery status, email opened status and related customer interactions are recorded and available to Agent.

Office 365

Credit Objects secure Office 365 integration boosts productivity by embedding Outlook calendar and communication tools directly into the platform. With smart automation and real-time sync, users manage tasks effortlessly without switching apps.

  • Unified Calendar Management: Seamlessly access and manage Outlook calendar events from within the platform.
  • Automated Email Communications: Schedule and send emails tied to calendar entries without manual effort.
  • Smart Alerts & Reminders: Receive timely notifications for upcoming tasks, meetings, and deadlines.
  • Real-Time Synchronization: Changes made in Outlook, or the Lender Platform reflect instantly across both systems.
  • Secure OAuth2 Implementation: Ensures encrypted access and robust identity protection.
  • Enterprise-Grade Data Protection: All user data is managed under a stringent internal privacy and security framework.
  • Intelligent Workflow Automation: Trigger task flows and communications based on calendar activity to streamline operations.

Key Highlights of the O365 Integration

  • Unified Calendar Management: Seamlessly access and manage Outlook calendar events from within the platform.
  • Automated Email Communications: Schedule and send emails tied to calendar entries without manual effort.
  • Smart Alerts & Reminders: Receive timely notifications for upcoming tasks, meetings, and deadlines.
  • Real-Time Synchronization: Changes made in Outlook, or the Lender Platform reflect instantly across both systems.
  • Secure OAuth2 Implementation: Ensures encrypted access and robust identity protection.
  • Enterprise-Grade Data Protection: All user data is managed under a stringent internal privacy and security framework.
  • Intelligent Workflow Automation: Trigger task flows and communications based on calendar activity to streamline operations.

With our secure and intelligent O365 integration, users stay focused, informed, and in control—every step of the day.

Google Workspace

Effortlessly manage Google Calendar and communications within Credit Objects through smart, seamless integration. With secure OAuth2 authentication and real-time automation, users stay organized and efficient—without switching apps.
  • Embedded Calendar Access: View, create, and edit Google Calendar events right within the Lender Platform.
  • Smart Email Automation: Automatically send emails based on calendar schedules and key activity triggers.
  • Proactive Alerts & Reminders: Get intelligent notifications tied to your calendar to stay ahead of every task.
  • Live Synchronization: Bi-directional sync ensures updates reflect in real time across both systems.
  • Secure OAuth2 Authentication: Maintains encrypted, token-based access to user accounts.
  • Rigorous Data Protection: User information is safeguarded through our enterprise-grade privacy and security protocols.
  • AI-Driven Task Automation: Automate repetitive communication and scheduling tasks to increase productivity.

Key Highlights of the Google Workspace Integration

  • Embedded Calendar Access: View, create, and edit Google Calendar events right within the Lender Platform.
  • Smart Email Automation: Automatically send emails based on calendar schedules and key activity triggers.
  • Proactive Alerts & Reminders: Get intelligent notifications tied to your calendar to stay ahead of every task.
  • Live Synchronization: Bi-directional sync ensures updates reflect in real time across both systems.
  • Secure OAuth2 Authentication: Maintains encrypted, token-based access to user accounts.
  • Rigorous Data Protection: User information is safeguarded through our enterprise-grade privacy and security protocols.
  • AI-Driven Task Automation: Automate repetitive communication and scheduling tasks to increase productivity.

With our secure and intelligent Google Workspace integration, the Credit Objects becomes your centralized hub for managing calendars, communications, and daily operations—without missing a beat.

AutoSortly

AutoSortly: Intelligent Email Classification & Smart Replies for Google Workspace

Transform the way you manage your email with AutoSortly, the AI-powered assistant for Google Workspace. Designed to automate and simplify your email workflow, AutoSortly offers the following features:

  • Automated Email Classification
    • Automated Email Classification:
    • Stay organized and declutter your email effortlessly with AI-driven sorting.
  • Context-Aware Smart Replies:
    • Generate instant, personalized replies to emails based on their content and context.
    • Save time on routine responses and boost your productivity by reducing the need for manual typing.
  • Easy Integration with Google Workspace:
    • Seamlessly integrates with your existing Google Workspace environment, making it easy to start using AutoSortly right away.
    • No additional setup required—just install and get started.
  • Privacy & Security:
    • AutoSortly operates with high standards of privacy and security, ensuring that your data remains safe and compliant with Google’s trusted protocols.
    • OAuth2-based authentication ensures that your information is securely accessed.

Simplify your inbox and take control of your email flow with AutoSortly, available now on the Google Workspace Marketplace.

Our commitment to excellence & client satisfaction drives us to deliver results that elevate brands and foster growth.

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