Get instant underwriting decisions in 45 seconds

Integrate with your existing stack

Native integrations with leading MCA tools, plus custom connections for your unique workflow.

Native integrations included

Pre-built connections that work out of the box

Actum

ACH Processing

Native

Direct ACH processing with automated collections and bounce handling

  • Automated daily collections
  • Real-time bounce notifications
  • Batch processing capabilities
  • Reconciliation reporting
  • Exception handling workflows

GoACH

ACH Processing

Native

Seamless batch processing with real-time status updates

  • Bulk payment processing
  • Status tracking dashboard
  • Return code handling
  • Settlement reporting
  • API-based integration

Optional add-on integrations

Enhance your underwriting with additional data sources

Plaid

Bank Verification

Real-time bank account verification and balance checking

  • Instant account verification
  • Real-time balance checks
  • Transaction categorization
  • Identity verification
  • Income verification
Add-on pricing available

DecisionLogic

Business Intelligence

Enhanced business verification and risk assessment

  • Business verification
  • UCC lien searches
  • Bankruptcy checks
  • Judgment searches
  • Commercial credit reports
Add-on pricing available

TLO/ELO

Background Checks

Comprehensive background and identity verification

  • Identity verification
  • Criminal background checks
  • Address history
  • Phone verification
  • Social security verification
Add-on pricing available

Custom integrations available

We'll connect UnderwriteX to any system your business depends on

CRM Systems

Connect your existing CRM for seamless lead management

SalesforceHubSpotPipedrive

Banking Partners

Direct integration with your banking relationships

Regional BanksCredit UnionsFintech Partners

Document Management

Sync with your preferred document workflow

DocuSignPandaDocAdobe Sign

Accounting Systems

Automated bookkeeping and financial reporting

QuickBooksXeroNetSuite

Custom Integration Pricing

$5,000 – $10,000

One-time fee based on complexity

Optional monthly maintenance available

Why integrate with UnderwriteX?

Maximize the value of your existing investments

Seamless Workflow

Keep using your existing tools while adding AI underwriting

Data Consistency

Automated data sync prevents errors and duplicates

Faster Implementation

Pre-built integrations mean faster time to value

Custom Solutions

We build custom integrations for your unique needs

How custom integrations work

From discovery to deployment in 4-8 weeks

1

Discovery Call

We analyze your current systems and requirements

Week 1
2

Technical Planning

Our engineers design the integration architecture

Week 2
3

Development

Build and test the custom integration

Weeks 3-6
4

Testing & Deployment

Full testing and production deployment

Weeks 7-8
5

Support & Maintenance

Ongoing monitoring and updates

Ongoing

Let's connect your systems

Schedule a technical consultation to discuss your integration needs