Verification of Assets

Verification of Assets

From services you can initiate a Verification of Assets task for your borrower and view the report that comes back from your provider once the report is generated.

1. Go to Services tab --> Verification of Assets

2. Click Send Request Assets task to borrower

3. Send to borrower or configure the message.

   1. As a default setting "Link Accounts" will be selected which will require your borrower to connect to their financial institutions. If you would like them to manually enter some account information you could select "Both"

1. Wait for your borrower to connect to their account

Borrowers are prompted with a task encouraging them to link their financial institutions.

Borrowers search for their finacial institution

Borrowers enter their account credentials

1. View and download the report