Who is Veri-Tax?
Veri-Tax is the largest ‘pure play’ national verification specialist that is sharply focused on verification services. We provide simple but essential verification services to securely, reliably and promptly retrieve information (with opt-in consumer consent) from trusted third party sources. Our suite of fast and reliable ability-to-pay solutions include Verification of Income / Verification of Employment, 4506-T Tax Transcripts, and SSN / EIN Verification.
Integration type: Verification of Income
What will the Floify— Veri-Tax Integration support?
Once integrated with Floify, Veri-Tax Verification of Income can be ordered manually on a one-off basis from the corresponding loan flow.
VOI reports are seamlessly delivered to the corresponding Floify loan flow’s yellow bucket for your approval.
How to Set Up and Use
Please reach out to email@example.com for assistance in getting the integration enabled.
Please note that Veri-Tax requests will be charged in addition to your monthly Floify subscription. Prices for the transcripts will be listed on the order form.
To submit a request, click the red, yellow, or green buckets to get into the desired borrower's loan flow:
Select the Add New Doc button:
Locate the option to initiate a Veri-Tax Request:
Complete the Veri-Tax Request and select the option to Submit:
Note: Veri-Tax requests will be charged in addition to your monthly Floify subscription. Prices for the transcripts will be listed on this page as well.
A request for tax transcripts are then sent as a request to your borrower. Your borrower will then download the 4506-T, sign the document, and upload into their portal:
Once uploaded by the borrower, the document will be delivered to the yellow bucket of the corresponding loan flow within moments: