Reporting
Order history, audit trails and administration.
Every order, upload and retrieval time-stamped and logged — with dashboards for oversight and exports that reconcile against your own loan numbers.
Oversight
Every action traceable, every record retrievable.
Banks and mortgage lenders operate in a world where every action must be traceable and verifiable. Transparency is the foundation of trust, and our systems are built to make every transaction visible, auditable and easy to reconcile.
- Audit logs and order trackingevery order, upload and retrieval time-stamped and logged automatically.
- Complete chain of custodyfrom form submission through IRS delivery, for every borrower record.
- Administrative dashboardsreal-time oversight of account activity and user access for compliance officers.
- Invoice transparencyview online, download as PDF, or export to Excel with your own loan numbers.
- Effortless record retrievalorganised, searchable and exportable when a regulator or examiner asks.
Administrative overview
What your operations manager sees.
Volume, status, activity by branch and the record of what happened — in one view, without asking anyone to compile it.
Chain of custody
Every step, time-stamped.
One order, from the moment the authorization arrives to the moment the record is available. This is what an examiner sees when they ask how a figure was obtained.
Retrieval
Find the file months later.
Search by borrower, loan number, order number, user, date or service and retrieve the supporting record — without rebuilding the history from email.
Quality control reviews, investor requests and examinations rarely arrive while a file is fresh. The question is usually about a loan closed eight months ago, and the person who processed it may have moved on. Being able to retrieve the record and its full history in a search is the difference between an answer and an afternoon.
For the people who ask
What each reviewer needs.
| Who | What they ask for | Where it comes from |
|---|---|---|
| Internal audit | Proof a verification occurred and when | Time-stamped order record and audit log |
| Quality control | The government-source record behind an income figure | Stored transcript, retrievable by borrower or loan number |
| External examiner | A defensible chain of custody | Full log from authorization upload to delivery |
| Accounting | Invoices reconciled to files | Excel export carrying your own loan numbers |
| Management | Volume and activity by user or branch | Administrative dashboard |
Every feature described here is part of the account. There is no separate reporting tier and no charge for producing your own records.
Ready when you are
See how your verification activity stays auditable.
Review the administrative dashboard, order history, invoice exports and record retrieval workflow with a verification specialist.