Workflow Guide
N
Workflow Guide
Income Verification
How to Connect Navy Federal for Income Verification
Identify payroll deposit patterns and recurring inflow behavior from connected cash accounts.
Implementation steps
- 1
Connect payroll-linked checking accounts and backfill transaction history.
- 2
Detect recurring payroll deposits and normalize employer naming patterns.
- 3
Review deposit cadence, variance, and continuity for decision workflows.
Required evidence
- Recurring payroll detection
- Deposit timing and variance checks
- Cash-inflow continuity monitoring
Navy Federal-specific considerations
- Track Navy Federal balances and spending clearly.
- Review merchant categories and recurring charges automatically.
- See Navy Federal account activity beside all other connected accounts.