Speed up the lending process with a Verification of Assets Report

Certainty

A Verification of Assets Report from Advanced Data is just one piece
of speeding up the lending process.

You can find exactly the information you need to verify your borrower's assets and move ahead with the rest of the loan-originated process.

Here are the highlights of our Verification of Assets Report. Hover over the highlighted sections for more information.

Verification of Assets Report

2 Report Details

1 Report ID: ABC123

John Doe
123 Main St.
Wilmington, NC 28401

  • Report Type Verification of Assets
  • Report Time Period 4/1/2016 - 10/1/2017
  • Lender Acme Lending

Total Asset Summary (All Accounts)

Assets

  • 3 Total Value of Assets (Current) $14,292,07
  • 4 Total Value of Assets (2 Month Average) $13,532.37
  • 5 Total Value of Assets (6 Month Average) $11,665.78

6 Asset Summary By Account

  • Financial
    Institution
  • Account
    Name
  • Account
    Number
  • Account
    Type
  • Current
    Balance
  • Beginning
    Balance
  • Average
    Monthly Bal.
  • Chase
  • Chase Premier
  • **** **** 5555
  • Checking
  • $13,591.11
  • $11,263.45
  • $12,815.32
  • Chase
  • Chase Plus
  • **** **** 5555
  • Savings
  • $700.96
  • $496.28
  • $598.62

7 Transaction History by Account

8 Chase Premier Checking Account # *** *** 555 - John Doe

  • Transaction Date
  • Amount
  • Description
  • Category
  • 09/30/2017
  • -$40.00
  • Consumer Online USD Wire FE
  • Fees & Charges
  • 09/30/2017
  • $2,271.18
  • Wire Debit A/C: BA
  • Uncategorized
  • 09/29/2017
  • $40.00
  • Online Transfer from CH K ...8528
  • Transfer
  • 09/29/2017
  • $5,415.70
  • Hamilton Associates Payroll
  • Paycheck