Mortgage & Loan Applications
Mortgage platforms use FileThis to speed up loan underwriting. Automate income and asset verification by retrieving W-2s, pay stubs, tax returns, bank statements, 1099s and other tax documents.
Tax platforms use FileThis to speed up tax preparation and ensure accuracy. Replace client organizers with automated retrieval of W-2s, pay stubs, tax returns, 1099s, 1098s, 1095s and other tax documents.
Accounting & Bookkeeping
Accounting and bookkeeping platforms use FileThis for data accuracy, auditing, and reconciliation. Generate an audit trail by automatically obtaining a history—and ongoing updates—of banking, credit card and other statements.
Legal Financial Disclosure
Legal platforms use FileThis to speed up divorce and bankruptcy financial disclosures. Improve client compliance and security by automatically obtaining a history of banking, tax, utility, and credit card statements.
Online Bill Pay
Bill payment platforms use FileThis to provide bill presentment documents for verification & accuracy. Obtain utility, credit card, insurance, retail, and other billing statements.
Don’t get all filed up.
We partner with FinTech platforms to make it easier to apply for loans, prepare taxes, pay bills, automate bookkeeping, comply with legal financial disclosures, and more.Request Demo