Google Meet invitation
Quick and effective
Your information is confidential
These are a few examples to give you a general idea of what verification looks like. The full list of requirements is available on the Requirements page.
Verifying MFA is enabled for email and CRM access.
Log out of your email and CRM, then log back in while sharing your screen. We'll confirm that MFA is prompted during the login process.
Verifying how broker submissions via email are processed.
We'll send a test submission in real time to confirm it gets added to your CRM without human intervention.
We'll ask to see a copy of your ISO guidelines or broker documentation confirming that portal and/or API are the only accepted submission methods.
We'll verify it in real time by sending a test submission and confirming attachments are watermarked upon arrival.
Verifying that sensitive information is only visible to those with business necessity.
As an admin, log in as users in various roles to demonstrate that sensitive information (SSN, DOB, etc.) is only visible to those who need it for their job function.
Confirming that system access is limited to appropriate personnel.
A quick scroll through your user list. We're confirming no external entities have access—particularly brokerages, software platforms, or other lending companies—even if under common ownership.