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Plaid Claim

The safer way for your users to link financial accounts

Plaid Overview

Plaid is a cutting-edge financial technology software that acts as a bridge between applications and users' bank accounts, revolutionizing the way financial data is accessed and utilized. Its primary feature is the seamless and secure integration it offers, allowing apps to connect with users’ bank accounts for various purposes like personal finance management, lending, and payments. Plaid stands out for its robust security measures, ensuring sensitive financial data is handled with utmost safety. The software supports a wide range of financial institutions, making it highly versatile. Its user-friendly interface simplifies the process of financial transactions and analysis. Additionally, Plaid's real-time data access provides up-to-date financial insights, aiding in better financial decision-making for both individuals and businesses. This makes Plaid a vital tool in the modern fintech landscape, offering efficiency, security, and convenience.

Plaid screenshot & Video

Contact Details

  • Vendor Name Plaid
  • Founded 2012
  • Location United States
  • Employees 1-10

Support

  • Email Email
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Language Supported

English


Industries

Information Services, Information Technology & Services

Plaid Features

  • Third Party Loan Origination
  • Loan Origination
  • Activity Dashboard
  • Pipeline Management
  • Pricing Management
  • Pre-Qualification
  • Lender Search
  • Electronic Applications
  • Refinance Management
  • Payment Tracking
  • Document Storage
  • Property Tax Management
  • Contact Management
  • Marketing Automation
  • HUD Settlement Statements
  • Commercial Mortgages
  • Loan Management
  • Government Loans
  • Promissory Notes
  • Lead Management
  • Outsource Processing
  • Credit Reporting
  • Compliance Management
  • Escrow Management
  • Amortization Schedule
  • Customer Statements
  • Task Management
  • Client Database
  • Loan Servicing
  • Residential Mortgages
  • Accounting
  • CRM
  • Borrower Management
  • For Brokers

Plaid Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Plaid FAQ's

  • No, Plaid does not offer a free version.

  • No, Plaid does not offer any free trial.

  • No, Credit Card details are not required for the Plaid trial.

  • Yes, Plaid offers an API.

  • Plaid offers support with the following options:
    • Email , Chat , Knowledge Base

  • Plaid offers training with the following options:
    • In-person , Documentation

  • Plaid supports the following languages:
    • English

  • Following are the typical users of the Plaid:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Plaid supports the following deployment:
    • Cloud Hosted

  • Plaid supports the following devices and operating systems:
    • Web-Based , iPhone , Android