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