Income Verification

Simplify Income Verification with Plaid & Equifax

Our Income Verification app for Salesforce streamlines how you confirm income and employment using trusted data from Plaid and Equifax (The Work Number). You can instantly verify income through payroll connections, bank transactions, or uploaded documents, all within your Salesforce environment. Get access to verified employer details, pay frequency, and historical income to support lending, underwriting, and compliance workflows.

This eliminates manual document review, speeds up decision-making, and ensures accurate, FCRA-compliant verification, helping your team deliver faster approvals and a smoother customer experience.