Connect My Account to AccountChek

Overview

The Integrations settings allow for you to set up a variety of the integrations that are available with Floify.

Among these settings, you'll have access to connect your account to AccountChek.

The AccountChek integration allows for you to trigger verification of assets automatically upon the conversion of a prospect to a live loan, or to order a report manually on a one-off basis.

How to Set Up

From your team pipeline, navigate to Settings and select the Integrations tab:

Scroll down to the AccountChek Integration and select the option to Edit AccountChek Integration:

Select the option to Enable AccountChek for your team. You can then choose whether you'd like to use the existing company AccountChek account or login in to your own account. Make sure you select Save to confirm the changes:

Note: This option does need to be enabled on the company level by a company admin.

Navigate to Settings > Template Docs:

Scroll down to Template Documents and select the option to Add Bank Accounts Request:

Create a request by entering the appropriate details. Make sure you select Submit to confirm the changes:

Note: You will need to create two separate requests, one for the borrower and one for the co-borrower, to ensure you can request this for both.

Success! The AccountChek integration is ready to go for manual requests. If you'd like to trigger reports automatically, you can find instructions here: Enable VOA Automatic Request.