Because building a solid foundation of data is essential to future Visible Equity reporting, we are meticulous in our implementation approach – meticulous, yet flexible. An implementation manager will guide you through the process of integrating each of your data sources (e.g. core processor, credit bureau data, loan origination system) with Visible Equity. Implementing nearly 1,000 financial institutions on Visible Equity has given us the opportunity to successfully implement data from just about every data source out there. As a result, we’ll share best practices for your specific data sources – including sample scripts, sample file layouts, and client references who utilize the same data source.
We are equipped to handle the standard fields listed on our specification sheet, as well as an unlimited number of custom text, number, and date fields. Data is rarely “perfect”, but our software will enable you to easily view where gaps may exist, and our team will assist you in making a game plan to fill these gaps where possible, and to improve data collection and storing processes going forward. We’ll focus on getting one month of data reconciled, and once that has been accomplished, historical data may be uploaded to Visible Equity.
Our team is very hands on throughout this process and will do everything possible to keep the momentum going through the process. Our goal is to have every client up and running on Visible Equity within 60 days, and many clients achieve this goal.