LoanVerify is an app added to your website or a hosted web page allowing small business lenders to view and monitor a borrower’s bank, credit card, and investment financial data prior to funding a loan.
Step into the Cockpit
FEATURES OF LOANVERIFY?
View a potential or existing borrower’s financial data in a clear online display made available only to you the lender. The features of LoanVerify include:
Official Bank Statements
Click here to learn more about the Features of LoanVerify
Continuous record of data for the life of the loan
Protect against receiving fake/Photoshopped bank and credit card statements
Accelerate the underwriting process
An entirely web enabled application with bank grade security
Allow prospects to complete forms before considering funding a loan
Receive alert if a Bank/Credit Card Data pull fails for any of your borrowers
Free instillation if you need help installing the widget
Design the system to your specifications
Customizable software to integrate within your existing web site
Want to verify a prospect?
Access the Bank Account Statements and Check Images
Verify the borrower’s name and address
180 Days Of Bank Statements
View Non Sufficient Funds
See Check Deposits and Withdrawals
How does LoanVerify Work
There are two ways to make LoanVerify work for you.
You Get Both!
1st Way- Adding plugin to your website
3RDVISTA will provide you with a configured plugin with your logo.
Requires adding 6 lines of code to “your” website
Step 1- Ask client to come to your web site and click on the “ Account Verification” Button
Step 2- Borrower clicks on the button, signs up and adds their bank information
Step 3- The Bank data is made available to your Admin Panel
2nd Way- Hosted Verification page
3RDVISTA will host a dedicated Account Verification page with your logo
Step 1- Send the URL to potential and/or existing clients
Step 2- Borrower clicks on the link, signs up and adds their bank information
Step 3- The Bank data is made available to you in an Administrative page Click here for video (show video of borrower adding account video)
NO DOWNLOADS OR INSTALLATIONS
3RDVISTA can implement the widget into your business website or host it on a customized page on our server.
Click here to learn more about Installing LoanVerify
One snippet of code to install
While traditional account aggregation software requires you and your customers to program complex code and install all sorts of technologies LoanVerify just works with no downloads and no installations. Just add one snippet of code to your site’s header tag or form and you’re client’s are ready to start inputting their bank/credit card information.
We work on mobile devices
LoanVerify allows a borrower to fill out a form with their bank/credit card information right from their phone or tablet device. The data is processed and posted onto an Administrative web page that only the Lender can view.The LoanVerify software works on any device with a browser.
Nothing to download
LoanVerify is completely download free both for the customer and the rep. That means you can add LoanVerify as part of your web site/ Loan Form without waiting for a complicated and expensive installation process.
WE DON’T REQUIRE JAVA OR BROWSER PLUGINS
Many supposedly “installation-free” co-browsing services require Java. That means if one of your customer doesn’t have Java, or their Java version is outdated you’ll have to spend precious minutes on the phone helping them to get it installed. You’ll never run into this with LoanVerify.
We’re more private, more secure and more lightweight
With LoanConnect a Lender only has access to the “DATA” in a read only format. Bank Login/Password is never, ever made available to the Lender. Only the Borrower can insert their bank credential information. This not only makes the borrower more comfortable with entering their bank data, it’s what allows a for clean and efficient integration to a Lender’s web site and or online form with Zero Downloads.
The pricing model for LoanConnect has been made simple and easy. One single charge with no extra add-ons.