Co-applicant credit pulls
Run both people on a joint application, automatically.
$1,200
Most requested
When an application includes a second person, the system reads them, saves them, and runs their own credit pull, with both results shown side by side on the dashboard and the consent record.
Why it pays off A large share of lending files are joint, and the co-borrower’s credit often decides the deal. Every joint lead becomes decision-ready automatically, with no manual second pull and no half-checked applications.
Restricted SSN view + access log
Control who sees sensitive data, and prove it.
$850
Limit full SSN visibility to named people, add a view-once option for customers, and keep an audit trail of who viewed sensitive fields and when.
Why it pays off One mishandled SSN can mean penalties and lost trust. Logged, named-only access is cheap insurance, and a clear answer when your own customers ask how their data is protected.
Direct form connection
Applications flow straight in, no email step.
$750
Your form builder sends each application directly into the system, with support for conditional fields that change based on the applicant’s answers.
Why it pays off Closes the last place applicant data travels by email and captures cleaner, conditional data at the source. Fewer parsing surprises, one less exposure point.
Begins once you choose a form builder.
Automatic 7-year purge
Retention policy on autopilot.
$350
Consumer records automatically delete at the window you choose, so your data footprint matches your retention policy without manual cleanup.
Why it pays off Less stored PII is a smaller target and automatic policy compliance, with nothing for your team to track or delete by hand.
Two-way application + records integration
Connect the system with your application and records tools.
from $1,650
Largest
Link the system both ways with your hosted application and pull consent copies from your records platform through its API, so everything stays in one connected flow.
Why it pays off Replaces the manual copy-paste between your application, your records, and this system with one connected flow, and pulls consent automatically.
Starting estimate. Final scope confirmed after we review the API.
Customer logins
Give your customers their own secure access.
$850
Optional
Each customer gets a secure login to view their own submissions, separate from your internal dashboard.
Why it pays off Customers check their own applications instead of emailing your team, trimming status requests as volume grows.
You mentioned this may not be needed, included so you can decide.