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Integrations

Connect verification to the systems you already use.

From a desktop drop target to secure batch automation and full API connectivity, verification should fit the process your teams already run rather than forcing them into another one.

Desktop workflow Secure batch exchange API connectivity Status & results returned

Progressive automation

Start where you are. Automate as far as you want.

Integration does not have to begin with a development project. Use the connection that fits your operation today and move further into automation when volume or workflow justifies it.

No development1

OrderPAD

Drop signed authorization forms from the desktop. OrderPAD reads the documents, builds the requests and eliminates repeat data entry.

Explore OrderPAD

Automated exchange2

Secure Batch

Move large groups of verification requests through a controlled batch workflow while retaining individual status, references and reporting.

Explore Bulk Processing

Full integration3

API

Let your LOS, servicing platform or internal system place requests, receive status and retrieve completed records programmatically.

Explore the API

Same verification platform. Different levels of automation.

One verification layer inside the workflow you already run.

Ordering, status and completed records move through the connection method that fits your operation.

Your environmentWhere the loan already lives

LOS, servicing platform, QC workflow, internal application or processor desktop.

Choose the connection
OrderPADDesktop document workflow
Secure BatchScheduled or managed high-volume exchange
APISystem-triggered ordering and status
IRSTaxRecordsGovernment-source verification

The connection method changes. The verification process behind it does not.

Validate request Submit to IRS / SSA workflow Track status Deliver completed record
Status and completed records return through the Customer Center or your integrated workflow, depending on how you connect.

Connection patterns

Integration does not have to mean a six-month IT project.

The right connection depends on how much of the verification process you want your team—or your systems—to handle.

Desktop drop targetNo LOS development required. Signed forms become orders without repeat typing.
Secure batch workflowLarge groups of files processed together while each request remains independently traceable.
API orderingVerification initiated by your software rather than by someone opening another portal.
Status & completion flowTrack lifecycle events and return completed records to the workflow where your teams already work.

Implementation

Connect the workflow without guessing.

We map the process first, test it with your team and then move it into production with
a specialist who knows how your implementation is supposed to work.

1

Map the workflow

Show us where the verification need appears and what happens before and after it.

2

Choose the connection

OrderPAD, secure batch or API based on volume, systems and operational requirements.

3

Test it together

Confirm references, status handling, exceptions and result delivery before routine production use.

4

Go live with support

A verification specialist remains available when the workflow—or an individual file—needs attention.

Talk it through first

What integration depends on.

A platform name by itself does not tell us how your organization uses it. The cleanest connection depends on the workflow behind the logo.

  1. How your files arriveThe point in your process where a transcript or SSA verification becomes necessary.
  2. Who places the orderA processor, closing coordinator, centralized team or your system itself.
  3. Where status needs to appearIn your platform, in the Customer Center, by notification or through the integrated workflow.
  4. Where completed records belongThe Customer Center, your own system or another approved destination in the workflow.
  5. What your audit requirements areHow order activity, supporting records and delivery history need to be retained and produced.

Your workflow matters more than a logo list.

Two lenders can use the same LOS in completely different ways. Tell us what you run and how a file moves through it. We will tell you plainly which connection fits cleanly, where automation makes sense and where a simpler workflow may actually be better.

Integration review

Tell us what you're running.

A short conversation with a specialist is usually enough to map the cleanest path—from desktop workflow to secure batch processing or full API connectivity.