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CRS FinStack PlatformOrder and manage data
CRS One: Credit APIsAll bureaus, one API
LeadsIQ: PrescreenFind qualified leads
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Account MonitoringWatch portfolio risk
Credit MonitoringWhite-label tracking
Data FurnishingReport back to bureaus
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AgricultureLend through the seasons
AutomotiveRetail, lease and fleet
Banks & Credit UnionsOne compliant layer
Card ProgramsLaunch card portfolios
Commercial LendingKnow the business
Consumer LendingPrescreen to monitoring
Credit & Housing CounselingFaster counseling
Debt ConsolidationBetter leads, fewer drops
Energy & UtilitiesSpot risk before default
HealthcareApprove more patients
Lead MarketingTarget leads that convert
Legal & BankruptcyLess case friction
MortgageHELOC, refi and purchase
Revenue Based FinancingFund fast, judge well
SBA 7(a) LoansScale originations safely
Tenant ScreeningCredit, criminal, eviction

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PartnersExtend CRS further
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Resources

BlogNotes on credit data
Credit Monitoring API DocsIntegrate monitoring
CRS Product CatalogBrowse the full catalog
Data Furnishing API DocsIntegrate reporting
SBSSOpenAPI file, downloads
System StatusLive uptime
Press KitLogos and brand assets

Notices

ComplianceWhat access requires
Cookie PolicyHow we use cookies
Human TraffickingOur commitment
Compliance BulletinLatest rule changes

Solutions

Consumer Fintech PlatformLaunch a lending product
Qualified Lead FunnelFill your funnel
Commercial Lending PlatformUnderwrite businesses
Verification & ScreeningScreen applicants faster
Custom Data PackageBundle only what you need

Products

CRS FinStack PlatformOrder and manage data
CRS One: Credit APIsAll bureaus, one API
LeadsIQ: PrescreenFind qualified leads
OffersIQ: PreApprovalMatch the right offer
Identity, Risk & FraudKYC, KYB and fraud
Account MonitoringWatch portfolio risk
Credit MonitoringWhite-label tracking
Data FurnishingReport back to bureaus
Soft Pull Credit APIReal-time prequalification

Industries

AgricultureLend through the seasons
AutomotiveRetail, lease and fleet
Banks & Credit UnionsOne compliant layer
Card ProgramsLaunch card portfolios
Commercial LendingKnow the business
Consumer LendingPrescreen to monitoring
Credit & Housing CounselingFaster counseling
Debt ConsolidationBetter leads, fewer drops
Energy & UtilitiesSpot risk before default
HealthcareApprove more patients
Lead MarketingTarget leads that convert
Legal & BankruptcyLess case friction
MortgageHELOC, refi and purchase
Revenue Based FinancingFund fast, judge well
SBA 7(a) LoansScale originations safely
Tenant ScreeningCredit, criminal, eviction

Company

AboutWho we are
CareersCome build with us
PartnersExtend CRS further
How it WorksSee how access works
Contact UsTalk to our team

Resources

BlogNotes on credit data
Credit Monitoring API DocsIntegrate monitoring
CRS Product CatalogBrowse the full catalog
Data Furnishing API DocsIntegrate reporting
SBSSOpenAPI file, downloads
System StatusLive uptime
Press KitLogos and brand assets

Notices

ComplianceWhat access requires
Cookie PolicyHow we use cookies
Human TraffickingOur commitment
Compliance BulletinLatest rule changes

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Compliance
Lender Agreement

Lender Agreement

Instructions and examples for the vetting process.

Accepted Documents

Lender Agreement
Referral Agreement
Dealer Agreement
Other similar documents

Sample of Agreement between you and one of your third-party lenders (showing you are contractually allowed to send the lender qualified consumers either as a completed application or only the consumer’s PII data).

Only required for TransUnion pre-qualification reports.

Disclaimer

The provided samples are not meant to be considered as legal advice. Instead, they are provided for general purposes only. We strongly advise you to consult with an attorney for any legal matters as all information, content, and materials available from us are not a substitute for professional legal guidance.

Dealer Agreement

Sample: Referral Agreement — Referral Agreement

CRS provides the data infrastructure behind high volume, high stakes decisions. From acquisition and underwriting to monitoring and compliance, we support teams operating where accuracy, scale, and timing matters.