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Step-By-Step - EZ Account

Step-By-Step - EZ Account

Jun 13, 2019

Sign up for Live Online Training.

How does it work?

  1. Check off EZ Account Access & choose how to connect.

  2. Send email to client to connect (if applicable).

  3. Client logs in and selects accounts to pull statements from.

  4. Match up statements with Conditions and Documents.

  5. Send to the lender.

  • In your Conditions and Documents section check off the EZ Account Access box.

  • The

    symbol will turn green.

 

There are 3 ways to connect to EZ Account Access:

1.     Client Portal - Complete the same steps as above except select Actions > Email – Request for Conditions and Documents.

·       Personalize the email and send to your client where they can click to connect to EZ Account Access through the Client Portal.

2.     Email - In your Conditions and Documents section select the condition or document you want, then click to expand. Check off EZ Account Access and then click Actions > Email – Request Documents for Conditions.

·       Personalize the email and send it off to the client where they can click to connect to EZ Account Access.

3.     Velocity Account - When filling out an application together with a client you can have them simply sign into EZ Account Access directly in your Velocity account.

·       Select the specific condition or document and click Actions > Access Bank Statement for (their name).

 

  • (# 1 Only) - After you’ve followed the instructions in number 3 (above) and the clients have clicked through the email to the Client Portal, they can click to access EZ Account Access. They will be prompted to login to access their banking institution.

 

 

  • If they choose to login, they will be prompted to select their banking institution and can login with the same username and password that they use for online banking.

 

  • They can then select the accounts that they would like to gather a statement from.

 

  • (# 1 Only) After they’ve selected the accounts to pull, they can choose which account to provide for each condition.

  • You as the broker can then go into your Conditions and Documents to select which account you would like to see. You can choose which statements you would like to send for each condition.

  • You can then click to select up to 3 statements per account that you would like to send to the lender.

 

  • The statements will automatically convert to PDF files and you can choose to view, split, move, merge or remove the statements

  • You can then send the account statements attached to the Conditions to the lender the same way that you would send normal Conditions and Documents by selecting the Condition or Document with EZ Account Access and clicking Actions > Email Conditions and Documents.

 

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