How to Run Form Free Asset Verification Integration
- Login to LendingPad
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- Click on "Pipeline"
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- Click on the loan number to go into the loan
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- Click on the "Actions" tab
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- Click on the send button with "Asset Verification"
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- Users can order two types of reports Lite/Full. If the user requested for Lite report, they will get bank account information only. A full report will get the bank account info and the pdf as well. After requesting an order, the user can able to upgrade the report type from lite to full
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- After the request was sent, Borrower will receive an email to their online banking account for an account check
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- Users can Check status/Get accounts information by clicking on the buttons
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- Users can upgrade the report type from lite to full by clicking on the "Upgrade Order" button
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- Users can request for pdf report by clicking on the "Get Reports" button and can request a new report by clicking on the "Request New Report" button
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- After the order was completed, the user will see a pdf document in the response
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- Users can see the pdf document in the documents section as well
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