Access client’s bank statements easier then ever before – best of all, it’s free!
Please note that you will need to enter a promo code in order to get free access.
Promo expires June 30th, 2021
Promo Code: newton2020ezaccount
What is EZ Account Access?
With our secure online banking portal, clients can access their various accounts from every major financial institution on any device. Lender-accepted down payment confirmation is just a few clicks away with EZ Account Access.
*Please note: Your client must have online banking and be signed up to receive their bank statements online for all of their accounts to work.
- It’s Convenient! Clients can access multiple F.I.’s and accounts using only one link on any device.
- It’s secure! EZ Account Access uses the best in class technology of the leading financial data gateway provider in Canada (Flinks.io).
- It’s built right into the Velocity Client Portal and integrated in the document collection process.
- It minimizes the risk of losing a mortgage to a client’s bank branch when they go in to obtain account activity statements
Important to Note:
- In order for Flinks to successfully pull your client’s bank account statements, your client MUST BE OPTED IN TO RECEIVE THEIR STATEMENTS ONLINE with their financial institution.