Plaid

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ABOUT & FEATURES - PLAID

Plaid is a technology platform that are used by applications to connect with users bank accounts. It is best for a loan originator looking to digitize the lending process and create a better borrower experience. Your onboarding experience can be streamline with our simple front-end module. Users can improve their financial health with categorized transactions. Financial data can be consolidated from multiple sources and transaction data can be categorized with typically 24 months of history, making it easy to use and analyze with Plaid. Investments can be leveraged to gain insight into a user's investment accounts, including account balances, holdings, and transactions that create a change in a holding. A stickier experience can be created by using Balance to allow your users to check the balances of their linked depository accounts in real-time within your app. Administrative time can be reduced by giving users an easier way to connect their financial accounts to your software or app.