Verification of Employment or Income Tasks 

Your authorization may be needed by your Lender to verify your employment and/or income through a third party service. They use Maxwell to help make collecting your authorization secure and easy. 

Completing a Verification of Employment Task:

1.  Click the "Start" button next to the Task
2.  Verify Personal and Employer information is correct and click Submit
3. Review the agreement and Click Authorize, you will be redirected to DocuSign 
4. Click Continue then Start 
5. Follow the prompts to Sign the Authorization
6. Click Finish

Verification of Assets Tasks

Your lender may assign a Verification of Assets task to assist with an underwriting approval or to verify funds for closing. To complete this task, you'll connect to your bank(s) and select accounts where you have assets you want to considered.

1. Next to the Verification of Assets task click “Import from Account”
2. Click Continue (note: you are agreeing to Plaid's terms and conditions, you can view the details by clicking the links provided)
3. Search by name to find your banking institution and select your Bank
4. Enter your banking credentials and click Submit
5. Select the accounts for which you would like your assets considered
6. Click Allow to share an asset summary and history from those accounts selected with your Lender  

 See also Importing and Uploading Documents for more information on other Tasks with the “Import from Account” option.