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Workflow Guide
Loan Underwriting

How to Connect Public for Loan Underwriting

Support underwriting with account-level cash flow, liabilities, and consistency checks.

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Implementation steps

  1. 1

    Aggregate verified account balances and debt obligations in one profile.

  2. 2

    Assess cash-flow stability, recurring liabilities, and liquidity buffers.

  3. 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

Public-specific considerations

  • Track Public holdings and balances in one workspace.
  • Compare Public performance with banks, brokerages, and crypto.
  • See Public activity inside total net worth trends.

Related pages

Public coverage snapshotPublic institution detailTroubleshoot sync issues