Workflow Guide
C
Workflow GuideLoan Underwriting
How to Connect CollegeBound Saver for Loan Underwriting
Support underwriting with account-level cash flow, liabilities, and consistency checks.
Implementation steps
- 1
Aggregate verified account balances and debt obligations in one profile.
- 2
Assess cash-flow stability, recurring liabilities, and liquidity buffers.
- 3
Document exceptions, stale data windows, and required follow-up evidence.
Required evidence
- Cash-flow stability analysis
- Liability and debt visibility
- Exception-driven risk review
CollegeBound Saver-specific considerations
- Monitor CollegeBound Saver balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review CollegeBound Saver with real trend lines, balances, and history instead of checking CollegeBound Saver in isolation or rebuilding the same context each week.
- Compare CollegeBound Saver with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from CollegeBound Saver changed liquidity, diversification, or total net worth across your broader financial picture.