Applying for a mortgage doesn’t have to mean digging through files, scanning documents, or chasing down paperwork. At Advisors Mortgage Group, we’ve partnered with Plaid to make verifying your financial information faster, simpler, and more secure.
What is Plaid?
Plaid is a trusted financial technology platform that securely connects your bank accounts to your mortgage application. Instead of manually uploading documents, you can instantly verify your assets, income, and employment—all in just a few clicks.
Why Use Plaid?
Skip the Paperwork
No more searching for pay stubs, bank statements, or W-2s. Plaid securely retrieves the information we need directly from your financial institution.
Speed Up Your Application
What used to take days can now take minutes. Faster verification means a smoother, more efficient loan process.
Bank-Level Security
Your privacy matters. Plaid uses advanced encryption and security protocols trusted by major financial institutions. Your credentials are never stored by Advisors Mortgage Group.
Simple & Convenient
Connect your accounts from your phone, tablet, or computer—anytime, anywhere.
How It Works
- Select Plaid during your application
- Choose your financial institution
- Log in securely through Plaid’s encrypted portal
- Your information is verified instantly
That’s it—no uploads, no hassle.
Your Security Comes First
We understand that sharing financial information is a big decision. That’s why we use Plaid—a platform trusted by millions of users and thousands of financial institutions.
- Your login credentials are encrypted and never shared
- Advisors Mortgage Group cannot see or store your bank username or password
- You stay in control of what information is shared
Frequently Asked Questions
Is Plaid safe to use?
Yes. Plaid uses industry-leading encryption and security practices. It’s trusted by major banks and financial apps across the country.
Will Advisors Mortgage Group see my bank login information?
No. Your credentials are never visible to us. They are securely handled by Plaid and protected at all times.
What information does Plaid access?
Only the information needed to verify your application—such as account balances, transaction history, and income details.
Do I have to use Plaid?
No, using Plaid is optional. However, it’s the fastest and easiest way to complete your verification.
What if I prefer to upload documents?
You can still upload documents manually if you choose. Plaid is simply a more convenient alternative.
Which banks are supported?
Plaid connects with thousands of financial institutions, including most major banks and credit unions.
Will this affect my credit score?
No. Using Plaid to verify your information does not impact your credit score.
A Smarter Way to Get Home
At Advisors Mortgage Group, we’re committed to making your mortgage experience as seamless as possible. With Plaid, you can move forward with confidence—knowing your information is secure and your application is moving faster than ever.
Get started today and experience a simpler way to apply.
By: Jon Iacono