Obtain and verify client data

Access to Client Data

Simplify case preparation by utilizing a single provider for all due-diligence needs. Easily obtain and verify client data from reliable sources.
  • Order directly through bankruptcy software
  • Receive email notifications when documents are available
  • Retrieve documents from an online account

Verify income and employment

Verify Income and Employment

Easily obtain up to four years of IRS tax returns, including a summary of filing status, exemptions, total income and refunds and payments.
  • Perform quality reviews minimizing possible government rejection
  • Receive email notifications when tax transcripts are available
  • Automatically transfer data into SOFA

Establish Property Values

Easily obtain client’s property data from within the bankruptcy software.
Obtain client property data
Automated Real Property Valuation (AVM)
Immediate delivery on appraisal reports, including quick-sale value, reported property information and comparable sales.

Broker Price Opinion (BPO)
In three business days, receive a comprehensive valuation containing as-is property values, hand-selected comparable statistics, REO/short-sale data, mapping, and imagery prepared by a locally-licensed real estate agent.