Automate Non-QM Income & Assets

Greenline securely connects borrower accounts, categorizes transactions, and produces income and asset results in minutes.

Trusted by leading non-QM lenders

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Loan Officers

Streamline and automate non-QM originations with complete, verified borrower income and asset data.

Underwriter

Refresh and defend analysis anytime within a consistent, reproducible, calculation-ready environment.

Third Party Review

Validate submissions faster using high-fidelity borrower data and a transparent path to resolution.

Investor

Access fraud-resistant, high-integrity borrower data with visibility from application inception onward.

Everyone. All Together.

Borrower
Loan officer
Underwriting
TPR
Investor

We help all parties in non-QM streamline origination, underwriting & operations, and due diligence in a single unified platform — all with unprecedented connectivity and data integrity.

The problem

Traditional income and asset verification creates delays, privacy concerns, and operational burdens, making it difficult to efficiently deliver high-confidence decisions
for eligible borrowers.

Greenline’s solution

Greenline calculates non-QM income and assets using direct source data. We remove the barriers created by traditional processes, enabling faster, more confident originations and closings.

How Greenline Works

Connect

Borrower securely connects bank accounts in one simple step.

Verify

Greenline retrieves 24 months of verified bank statement data.

Calculate

Income and assets auto-calculated to lending guidelines.

Submit

Loan officer submits clean, verified income directly to the lender.

99%

Accounts covered

Checking, savings, investment, crypto, etc

91%

Self-employed borrowers

Willing to share bank data digitally

29%

Faster pre-approvals

vs. PDF workflow (Plaid study)

From Bank Data to Verified Income

No more PDF statements

Enjoy enhanced data accuracy and traceability — and less time chasing errors.

Instant analysis

Connects 24-months of complete bank statement data in single step for automated categorization analysis, including deposits & NSFs.

Complete, fraud-free data

Direct source data eliminates fraud and missing documents. Income and asset data cannot be altered or corrupted once inside Greenline.

With Greeline, I can collect and organize borrower information much faster, without going back and forth for missing pieces. Everything is clear upfront, so I can move deals forward quickly and spend more time actually working with clients.”
EMILY CHEN

LOAN ORIGINATOR
SUMMIT FUNDING GROUP

With Greeline, I can review a high volume of data in a fraction of the time. Because the same data powers both fund administration and tax reporting,  I can work in
one system throughout. It really expedites the process.”
FAITH MORGAN

HEAD OF UNDERWRITING
CLEAREDGE

Greeline gives us a clear, standardized view of the borrower’s financials. Instead of reworking or questioning the numbers, we can verify and move forward with confidence. It makes third party review faster and far more reliable.”
ALEX RAMIREZ

QC REVIEW SPECIALIST
LOAN OFFICER