Use Bank Data to Verify Income
Surface income data directly from the applicant’s bank account for instant, accurate income history
How Income Data is Collected
Automated income verification from The Closing Docs occurs over three simple steps: Collect, Confirm, and Share.
1. Collect
2. Confirm
- Once the data has been collected, you are provided the opportunity to thoroughly review your income data for accuracy prior to sharing a report.
- If you have multiple bank accounts, you can include them in the report in order to make the strongest case to your decision maker. Finally, you can include an explanation to add context to the numbers.
3. Share
- You will see the data comprising your automated income verification report and will have an opportunity to download it before sharing it with others.
- Sharing is a single click of the button. It’s the fastest, most accurate income verification you’ve ever seen.
Commitment to Security and Privacy
We know that connecting your bank accounts can be an unnerving experience. That’s why we don’t store any of your credentials, and make sure that your income data is completely removed within 14 days.
View a Sample Report
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