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.

We use several data providers, so please match the UI that you see with the screenshots below to determine the correct test credentials to use.

Data Provider 1

Type in the institution Dag Site and pick that bank

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

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

Data Provider 2

Type in the institution MX Bank and pick that bank

Enter the following credentials: Username: test_atrium Password: password

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

Data Provider 3

Hit "Continue", and then choose any bank.

Enter the following credentials: Username: user_good Password: pass_good

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