Plaid

Plaid for Lending


Who Uses This Software?

Loan Originators, Loan tech providers.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
  • Support
    Online
    Business Hours

Vendor Details

  • Plaid
  • plaid.com/
  • Founded 2012
  • United States

About Plaid for Lending

Plaid, a technology company that works to connect consumer's bank accounts with financial applications, offers a lending product, called Assets. Assets allow lenders to embed Plaid directly into their applications to improve the digitization of the loan-application process. The D1C product helps drive operational efficiency and ensures information completeness and integrity. For borrowers, the tool allows the quick sharing of information required by lenders directly from the source.


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Plaid for Lending Features

  • Amortization Schedule
  • Audit Trail
  • Compliance Management
  • Customer Database
  • Digital Signature
  • Document Management
  • Fee Management
  • Loan Consolidation
  • Loan Processing
  • Loan Submission Control
  • Mortgages
  • Online Application
  • Accounting Management
  • Amortization Schedule
  • Application Management
  • Automatic Funds Distribution
  • Collateral Tracking
  • Collections Management
  • Compliance Management
  • Customer Database
  • Fee Management
  • Investor Management
  • Loan Processing
  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages

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