Workflow Guide
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Workflow GuideLoan Underwriting
How to Connect CollegeInvest 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
CollegeInvest-specific considerations
- Monitor CollegeInvest balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review CollegeInvest with real trend lines, balances, and history instead of checking CollegeInvest in isolation or rebuilding the same context each week.
- Compare CollegeInvest with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from CollegeInvest changed liquidity, diversification, or total net worth across your broader financial picture.