Banking data
Transaction history may help verify revenue, balances, deposits, and existing withdrawals when the user authorizes a supported connection.
Business data connections
Integrations
Data connections can reduce manual entry when a participating provider supports them, but access, permissions, and required systems vary. Review what data will be shared, with whom, for what purpose, and how access can be revoked.
Connection categories
Information a provider may request
Not every provider supports every connection. Manual documents may still be required, and users should authorize only the access they understand.
Accounting records
Income statements, balance sheets, receivables, payables, and other bookkeeping data may support underwriting when compatible systems are available.
Application documents
Secure upload or document exchange may be used for tax returns, ownership records, contracts, statements, and transaction support.
Permission review
Know what is connected before authorizing
- Confirm the legal company requesting access
- Review the data categories and date range
- Understand whether access is one-time or ongoing
- Use multifactor authentication and never share a password by message
- Learn how to disconnect or revoke access when the purpose ends
A legitimate connection should not require sending a password directly to a marketplace representative or lender employee.
Data minimization
Share what is needed for the stated review
More data is not automatically better. Check the provider's privacy notice, the marketplace consent, retention practices, and whether service providers process the information.
Integration availability is not guaranteed and does not imply a named partnership. Use only the actual connection options shown in the application workflow.
Questions
Verify the recipient and purpose before sharing
Use the support channel when a request for access or documents is unclear.
Review document upload help