Cloudsquare BankLink

Cash Flow User Interface

• Our custom UI helps you see everything you need relating to the applicant’s transactions and balances, up to 24 months
• Removes the need for complex excel spreadsheets, and lengthy cash flow analysis
• Predefine certain thresholds and run the parsing through them.

Connected to following Plaid Products

• Auth: Account & routing numbers
• Balance: Real-time balance checks
• Identity: Bank account-holder information
• Transaction: Up to 24 months of categorized data
• Assets: Point-in-time snapshots of users’ finances

Sends an email to the applicant, so they can authorize the bank verification

• Can be triggered automatically from a contact or opportunity
• Applicants select the bank account, enter their credentials, and submit from desktop or mobile
• When authorized, the data is then sent directly from Plaid to Salesforce in minutes

Automate the underwriting process

• Configure important fields, such as low balance days and negative balance days
• Automate approvals and declines based on their specifications and custom logic
• Automation can be set easily by the end user and changed as necessary