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Bulk processing

High-volume verification without the repetition.

A day of closings, a portfolio review or a QC sample submitted as one batch — validated in advance, tracked individually, and reconciled against your own loan numbers.

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High volume

Verification at the scale your pipeline actually runs.

  1. One submission, hundreds of orderswith an order number returned for every request.
  2. Validated in advanceso problem files are identified before anything reaches the IRS.
  3. Consistent handlingthe same checks applied to every request, not dependent on who processed it.
  4. Tracked as a batch and individuallyso you can watch the run and still find a single borrower.
  5. Reconciled with your loan numbersinvoices exportable to Excel with your own file references.

When a day's closings, a portfolio review or a quality control sample all need transcripts at once, ordering one at a time stops being viable.

intake · both routes 0
OrderPAD · forms dropped
API · requests posted
POST /verification ×50 POST /verification ×50 POST /verification ×50 202 accepted
One validated queue0%
0Received
0Cleared
0Held for validation
Illustrative example. Either route, or both, feeds the same validated queue.

Where it earns its place

Four operations that run on bulk.

A full day of closings needs transcripts by morning.Drop the day's signed authorizations in one action and let the orders build overnight, rather than assigning a processor to key them in.OrderPAD Post-close quality control needs a reverification sample.Submit the sample as a batch and receive government-source records for every file in it, with a documented audit trail for each.Quality Control A portfolio review covers hundreds of borrowers.Bulk submission turns a multi-week clerical project into a single managed run, with every request tracked through completion.Banks & Credit Unions Verification should start without anyone opening a browser.The API places orders and returns status directly to your systems, so the batch is triggered by your own workflow.API

Getting started

How a bulk client is set up.

  1. Account and usersAdministrators, permissions and branch structure configured to match your organisation.
  2. Submission methodOrderPAD, secure upload or API — whichever fits how your files arrive.
  3. A trial runWe process a first batch together and review the results before you rely on it.
  4. Reporting set upInvoices and exports configured with your loan numbers for reconciliation.
Volume changes the price, not the service

Pricing is based on volume and ordering frequency, so higher-volume institutions receive preferred tiers. There are no license fees and no initial or annual contract.

How it fits together

Bulk Processing is the service. OrderPAD and API are ways into it.

Bulk Processing is our high-volume verification workflow. Send requests through OrderPAD, secure file transfer or the API, and we apply the same validation, tracking, exception handling and reporting across the entire batch.

ORDERPAD A document-ingestion tool. You already have signed forms — drop them in.
API A system integration method. Your platform submits the requests directly.
BULK PROCESSING A high-volume operating model that can use either one — or secure file transfer.

A run in practice

One QC sample, one managed run.

A batch arrives, exceptions separate out, clean requests proceed, and every borrower stays individually traceable throughout.

BATCH 26-0824-A Post-close QC sample
Submitted
250funded loans → 250 government-source verification requests
Validated
238Cleared and submitted
8Held for review
4No record or exception
Tracked individually
Loan references preservedEvery request keeps your own file number through completion
Delivered
LoanProductStatusDeliveredInvoice ref
4827214506-CComplete08-22INV-4471
482745SSA-89Complete08-22INV-4471
4827718821Held—INV-4471
Illustrative example. One reconciliation file returns with the batch, carrying your loan numbers straight into accounting and QC records.

Scale without an IT project

Enterprise volume without an enterprise integration project.

You do not need a full API integration to operate at enterprise volume. Bulk Processing is more scalable than manual portal ordering, and a far smaller technical commitment than API integration.

Start now, integrate later

Use secure batch upload or OrderPAD today. Move to the API later if your workflow calls for it — the reporting and verification process stay consistent either way.
You can scale now without waiting six months for IT.

Ready when you are

Have a batch or portfolio to process?

Tell us the volume, how the files arrive and what references you need returned. We will help configure the submission and reporting workflow before the first production run.

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