View 4

This view shows the Verification Services section after adding information about asset and income services.

Select to add a new row. All items in a row must be completed for a for a successful submission.
Note: Ten rows of services can be added. Loan Product Advisor accepts up to five borrowers for a loan and it is assumed each borrower may have two verification services.
Note: A Real Estate Owned and/or a Down Payment section may display based on the characteristics of the loan.
  • Borrower: Select the applicable borrower in the list.
  • Verification Type: Select Asset or Income in the list.
  • Verification Company: Select the external service provider used for the asset or income services. Only options supported by Freddie Mac are included.
    • Asset Verification Companies: FormFree, Finicity, Blend, Plaid, Yodlee
    • Income Verification Companies: Equifax, LoanBeam
  • Report Number: Enter the unique report number from the service provider.
  • Submit: Select Submit to send the service request to Loan Product Advisor. After a successful service submission, an Automated Underwriting Findings section displays with findings that can be viewed and printed by the user. See View 7 for more information.
  • Cancel: Select Cancel to return to ComplianceOne and save the verification data entered on the Loan Product Advisor page.