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Plaid – Dash SaaS Add-On

(3 Reviews) (54 Sales)
  • Pre-Required : WorkDo Dash SaaS
  • Free 6 Months of Support
  • Free Lifetime Updates
  • 100% Money Back Guarantee
  • Last Update:

    31 December 2024

  • Published:

    11 July 2023

$69
STRONG BRAND

API Key Settings Page for Plaid Integration

Plaid software operates between your financial information and financial sites where you want to receive your data. Using a service like Plaid prevents financial sites from having access to all of your banking and other data. Instead, you only share the specific information that you indicate.

Plaid – Dash SaaS Add-On
Plaid – Dash SaaS Add-On

Personal Finances Management

Financial institutions and lending platforms can integrate with Plaid to streamline the loan application and underwriting process. By accessing an applicant's financial data through Plaid, lenders can verify income, analyze spending patterns, and assess creditworthiness more efficiently. Plaid's services can be used to verify the identity of individuals during user onboarding or authentication processes. By connecting to users' bank accounts, Plaid can validate their ownership and identity information.

Account Aggregation:
Payment Initiation:
Financial Initiation:

Lending And Underwriting & Identity Verification

Financial institutions and lending platforms can integrate with Plaid to streamline the loan application and underwriting process. By accessing an applicant's financial data through Plaid, lenders can verify income, analyze spending patterns, and assess creditworthiness more efficiently. Plaid's services can be used to verify the identity of individuals during user onboarding or authentication processes. By connecting to users' bank accounts, Plaid can validate their ownership and identity information.

Plaid – Dash SaaS Add-On
From our system

Screenshots from our system

To explore the functionality and usage of these add-ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

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