Borrower searches for their financial institutions and enters their own credentials to access banking information
Lender Hub Integration
In the Services Tab, the Loan Officer can see results of the verification as a PDF report
The Loan Officer has an option to send an invitation to borrowers who may have originally declined the verification in the Borrower Hub
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.
Additional Information
Available to all Maxwell clients
Additional information on the Finicity integration can be seen in this video.
