Using Demo Bank Data

In the staging environment, you can create test income verification requests without charge. Here's how to use dummy bank data to test your workflow.

In the staging environment, you can create test income verification requests without charge. You can use our test bank credentials to get mock income data to populate your reports.

After you create a screening request, you will receive an invitation to the email(s) on the screening request. In the staging environment, you will send real emails.

When you begin to complete the income verification request, you’ll be prompted to authorize your bank account.

In order to use our test bank, search for the bank The Closing Docs Test Bank and select that bank.

Enter the following credentials: Username: TheClosingDocs.site16441.2 Password: site16441.2

And you'll be connected to our test bank account.