Assets Analysis
See - and verify - borrower assets instantly
Streamline asset verification in one intelligent workflow
Assets Analysis simplifies one of the most complex steps in loan origination by unifying asset verification and analysis into a single workflow.
By combining direct account connections with advanced data extraction from uploaded documents, lenders gain a clear, accurate picture of borrower assets- without manual review delays.
Determine your borrower's assets with accuracy and ease
Assets Analysis ensures reliable results by validating data completeness, ownership, and coverage - helping lenders reduce risk and improve confidence in every loan decision.
By proactively identifying documentation requirements and inconsistencies early, the platform supports smoother underwriting and fewer delays.
Dual data collection options
Consumers have multiple options for how to provide information. They can connect borrower accounts directly for real-time data or upload bank statements with automated data extraction.
Automated assets analysis
Digitally validate account ownership, completeness, and transaction coverage.
Intelligent alerts
Surface requirements such as liquidation rules or missing documentation before underwriting.
Seamless VOA integration
Enhance analysis with Verification of Assets (VOA) data for deeper accuracy and consistency.
Dual data collection options
Consumers have multiple options for how to provide information. They can connect borrower accounts directly for real-time data or upload bank statements with automated data extraction.
Automated assets analysis
Digitally validate account ownership, completeness, and transaction coverage.
Intelligent alerts
Surface requirements such as liquidation rules or missing documentation before underwriting.
Seamless VOA integration
Enhance analysis with Verification of Assets (VOA) data for deeper accuracy and consistency.
FAQ
Can Assets Analysis be used with any financial institution's data?
Is there a limit to the number of documents Assets Analysis can process?
Is there a limit on the number of accounts or transactions Assets Analysis can handle?
How quickly can lenders expect to receive results from Assets Analysis?
Can Assets Analysis be customized to meet specific lender requirements?
How can we help you?
Let's get this conversation started! Our team is here to provide you with more information and answer any questions you may have.
Trying to reach us by phone?
Get in touch with our sales team at (866) 774-3282. We're here Monday to Friday from 7 a.m. to 5 p.m. CT.
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Visit our dedicated support page to find support for all our products.