# Finicity

| Finicity                 |                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Borrower Hub Integration | <ul><li>A task in the <em>Assets</em> section of the Borrower Hub</li><li>Borrower searches for their financial institutions and enters their own credentials to access banking information</li></ul>                                                                                                                                                                                                                                      |
| Lender Hub Integration   | <ul><li>In the <em>Services Tab,</em> the Loan Officer can see results of the verification as a PDF report</li><li>The Loan Officer has an option to send an invitation to borrowers who may have originally declined the verification in the Borrower Hub</li><li>Reports may be refreshed for up to 60 days. After 60 days, a new report can be requested and authorized by the borrower via the "Add follow up task" feature.</li></ul> |
| Additional Information   | <ul><li>Available to all Maxwell clients</li><li>Additional information on the Finicity integration can be seen in this <a href="https://drive.google.com/file/d/1fCHwD11XtgpRF-V2-iaXzsY5tNvL5ily/view?usp=drive_link">video</a>.</li></ul>                                                                                                                                                                                               |