income verification how it works

Verify Your Income Instantly

For Applicants

We take 3 simple steps to verifying income. Secure, accurate, and instant.


How Does Our Income Verification Work?


Automated income verification from The Closing Docs occurs over three simple steps:

Collect, Confirm and Share. You will find descriptions of each step below.

1. Collect


In order to collect income data, connect your primary bank account

The first step to verifying income in this 3-minute process is to connect your bank accounts to provide your deposits history. We partner with trusted third-party financial services to handle credentials, encryption, and security. Your sensitive login credentials are never seen by us.

Protecting your financial data

After data is collected to assemble your income report, your bank account is disconnected from our channel.

automated income verification collect

2. Confirm


Once the data has been collected, you are provided the opportunity to thoroughly review your income data for accuracy prior to sharing a report.

If you have multiple bank accounts, you can include them in the report in order to make the strongest case to your decision maker. Finally, you can include an explanation to add context to the numbers.

You’ll have confidence knowing what info gets shared accurately represents your income history.

automated income verification confirm

3. Share


You will see the data comprising your automated income verification report and will have an opportunity to download it before sharing it with others.

Sharing is a single click of the button. It’s the fastest, most accurate income verification you’ve ever seen.

Congratulations, and good luck!

View A Sample Report

automated income verification share

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