A simple and efficient approach to collecting those time consuming customer stipulations. Once your client logs in, they answer a few simple questions and your report is quickly created and ready to share with your lender. The cost of the program can easily be offset from the incentives the lenders give for using Turbopass. The program works wonderfully, but only if your client knows their online bank log in information, and the bank is represented through Plaid. Large national banks like Chase, TD, and Key work effortlessly and will provide customer's banking statements, address, phone number and more. Smaller local banks, online only banks and credit unions are trickier. From my experience, a customer used a local bank and although they were able to log in with Plaid and generate a report, the report did not list their address. Luckily, the lender I was working with, Westlake...
