Plaid

Asset Verification

Floify's integration with Day 1 Certainty-approved digital asset verification provider Plaid allows lenders and originators to order and receive borrower asset reports within Floify by connecting their existing Plaid account.

Once integrated with Floify, Plaid can be configured to automatically trigger a request upon the conversion of a prospect into a loan flow, or ordered manually on a one-off basis from the corresponding loan flow.

Once a Plaid request is initiated, borrowers will be asked to select their financial institution and enter their credentials via the Plaid user interface. The full report will then be seamlessly delivered to the loan flow.

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How to Install

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About Plaid

Plaid is building the future of banking infrastructure, making it possible to build better client experiences and products. We are known as a leader in fintech and power solutions across industries due to our better data, higher reliability, and easy integrations. We are based in San Francisco and funded by Goldman Sachs, Citi, Amex, NEA and Google.

www.plaid.com