Plaid for Lending

by Plaid

0 reviews
Plaid for Lending

Who Uses This Software?

Loan Originators, Loan tech providers.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service
  • Features
  • Value for Money

Product Details

  • Free Version Yes
  • Free Trial No
  • Deployment Installed - Mac
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Training Documentation
  • Support Business Hours
    Online

Vendor Details

  • Plaid
  • https://plaid.com/
  • Founded 2012

About Plaid for Lending

Plaid, a technology company that works to connect consumer's bank accounts with financial applications, offers a lending product, called Assets. Assets allow lenders to embed Plaid directly into their applications to improve the digitization of the loan-application process. The D1C product helps drive operational efficiency and ensures information completeness and integrity. For borrowers, the tool allows the quick sharing of information required by lenders directly from the source.

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Plaid for Lending Features

  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Government Loans
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages
  • Audit Trail
  • Compliance Management
  • Customer Management
  • Document Management
  • Electronic Signature
  • Loan Processing
  • Online Application
  • Accounting Management
  • Amortization Schedule
  • Application Management
  • Auto Loans
  • Automatic Funds Distribution
  • Business Loans
  • Collateral Tracking
  • Collections Management
  • Compliance Management
  • Construction Loans
  • Customer Database
  • Fee Management
  • Investor Management
  • Loan Processing
  • Student Loans