在一個安全的地方精簡您的詢證函回應
Eliminate manual, redundant work and duplicate requests. Some financial institutions report up to 90% time savings.
Eliminate mailed, emailed, and faxed confirmation requests
審計詢證函
When accounting firm employees audit their commercial clients, they’ll send an audit confirmation to your financial institution. Providing a quick, digital response keeps your client’s audits on track and provides a superior customer experience.
快捷
Our structured, end-to-end solution standardizes requests so you can respond quickly and accurately.
安全
Twice annual SOC 1 and SOC 2 exams and a robust data-security system helped us earn the trust of more than 4,000 validated banks and departments.
Mortgage reverifications
Quality control audit firms and lenders send requests to reverify checking and savings accounts as of a previous date. Responding to these requests through fax, mail, or email is a time-consuming and unorganized process.
Built on trust
88 of the top 100 U.S. banks respond to financial verification requests through Confirmation.
Optimized workflow
All your records are housed in a centralized location so you can respond to more requests in less time, from anywhere.
Commercial credit inquiries
Commercial credit inquiries are sent by business managers, to verify details of a commercial bank account before extending terms on a sale. Confirmation can help speed up this process while keeping your clients’ data secure.
Simple
Quickly verify account type, balance in relative terms, opening date, and number of days overdrawn.
Reliable
The majority of the top 100 banks in North America respond to credit inquiry requests through Confirmation, and you can too.
Government Benefits Eligibility (HUD) requests
Digitally respond to landlords and property managers who send requests to verify the income of a potential or current tenant.
Streamlined
Leave custom instructions for landlords to review before submitting a request to your financial institution.
Adapts with you
Confirmation aids with capacity planning since validating accounts is easier and faster.
只需數分鐘即可開始操作
輕鬆建立帳戶並透過我們的平台開始寄送詢證函。