Institution Status
Invoice Reporting and Usage
Order Reports
Financial Institution Status
Monitor financial institutions with our status reporting. Get realtime updates and messaging on best next steps to the key financial institutions important to you.
Invoice Reporting and Usage
Visibility and transparency are key as our products work on the cutting edge of financial data management. Manage invoices and usage of all your open banking products in one place.
Order Reports
Our reports simplify lending workflows by enabling loan officers to request and manage verification reports for their borrowers.
How it works
When you request a verification report for assets, income or employment, a communication is automatically generated and sent to the borrower for them to quickly and securely permission the use of their data. You’ll manage all your verification requests and borrower reports here in this portal. All communications to your customer can be lender-branded.
Data as it should be
Consumer-permissioned and straight from the source
Verify simply
Manage all your
requests through a
single portal
CRA
Lending where the
consumer comes first
Always On
Using a core
aggregator means
better connections
and better data
Better insights for smarter lending decisions.
As a leader in mortgage lending we have demonstrated our ability to provide better, more accurate data for any lending decision.
Learn More
More Resources
Ready to get started?
Check out the Client Hub User Guide
See how digitization is transforming lending
Certain open banking solutions are provided by Finicity, a Mastercard company.