An understandable request
Name the verification and explain its purpose. Give the borrower a clear connection between the request and the application they are completing.
Borrower onboarding for lending teams
A clear first request.
A better beginning.
Make it easier to understand the next step. Bring borrower authorization, the requested records, and your team’s review into a focused verification experience.
Built around the people behind the filePermission. Evidence. A clear next step.
The record behind the result
The borrower sees a request.
Your team sees a workflow.
A verification request arrives during an important application. The borrower needs to know who is asking, which information is needed, and how to continue. Fintegral helps lending teams make that step part of a connected verification workflow.
Define the borrower-file purpose before choosing the records. Then match the authorization and source connection to the selected product. Bring the returned result into your institution’s onboarding, identity, compliance, and lending processes where it can be reviewed in context.
Product-specific permission
Use the authorization steps required by the selected source and records. Clear scope helps the borrower understand what they are allowing.
A usable handoff
Keep the verification result and available supporting records connected to the file. Give the next reviewer enough context to understand the request.
Details that matter
Design the handoff
before the first invitation.
Keep the request, the returned facts, and your team’s assessment connected.
Review the integration guide- 01
Borrower context
Connect the request to the application and requesting institution.
- 02
Record scope
Identify the verification products and records required.
- 03
Next-step guidance
Explain how to continue and where to get help with the request.
- 04
Review ownership
Decide who receives, reviews, and follows up on the returned information.
A connected workflow
A clear path.
From request to review.
- 01
Prepare a focused request
Choose the purpose, products, and borrower information your workflow requires.
- 02
Guide the borrower
Present the relevant authorization and supported connection steps clearly.
- 03
Bring the result to your team
Receive the verification and use it alongside the other checks in your onboarding process.
Your institution sets its policies and makes the lending decision. Product scope, source availability, and authorization requirements apply.
A closer look
Borrower onboarding.
Your questions, answered.
Useful details for planning the request and reviewing the records.
Talk through your requirementsIs borrower onboarding the same as identity verification?
Onboarding includes the institution’s broader process for opening a relationship or application. A verification result is one part of that process. Define the identity, compliance, and verification checks your institution requires for the specific use case.
Can account ownership support onboarding?
Available account-holder information can help your team review the relationship between a borrower and an account. Use that evidence within your institution’s broader identity and onboarding process.
How do we make the request clearer for borrowers?
State who is requesting the information, the purpose of the verification, which records are needed, and how the borrower can continue or obtain help. Confirm the requirements for the selected source.
Can this fit our existing application experience?
Discuss your application flow, systems, required products, and result-delivery needs with our team. Developers can review the API integration guide before planning implementation.
Make the next request a clearer one.
Bring your records, sources, and workflow requirements. We’ll help you define the verification that fits.