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"The Cash Flow Underwriting Playbook"

A Lender’s Guide to Getting Started

Supercharge your lending decisions with real-time cash flow data

Cash flow data complements traditional scores to give lenders a more complete view of borrower financial health. It reveals real-time financial behavior, helping you identify creditworthy applicants that conventional metrics miss while spotting hidden risks earlier.

Partners like Plaid can help you integrate cash flow data throughout the loan lifecycle, from prequalification to servicing. They streamline verification processes, reduce manual documentation requirements, and help lenders make faster decisions without sacrificing accuracy.

Download the playbook to get:
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Practical implementation strategies: Learn about proven approaches and assess which one fits your company best based on your team's capabilities and infrastructure.

Real success metrics from industry leaders: Learn how Zillow Home Loans used Plaid to pre-approve 3.2x more loans that have digitally verified assets and pre-approve applications 29% faster.

Your roadmap from pilot to production: Learn from Plaid’s testing framework to validate cash flow models against your portfolio without added risk so you can scale with confidence.

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