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VIP Overview

VIP Demo
▶
VIP Engagement & Integration Platform
Transform engagement with consistent, automated demos across all products
0:42 ♪ ⛶
About This Video
Introduction to VIP Income Verification capabilities and use cases
Explore VIP Resources
▶
1:45
Verification 101
What verification is and why it matters.
▶
2:10
How VIP Works
How VIP streamlines your workflows.
▶
3:22
VIP Technical Dive
An overview of the technology behind the platform.
Select Services
Income→

Verify customer income instantly for credit decisions

3 associated videos

Employment→

Verify customer instantly for employment decisions

3 associated videos

Identity→

Verify customer instantly for identity decisions

3 associated videos

Fraud→

Verify customer instantly for fraud detection

3 associated videos

Consumer Engagement→

Verify Consumer for decisions

3 associated videos

Credit→

Verify customer credit for decisions

3 associated videos

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Guided Workflow

1
Trigger
2
Service
3
Configure
4
Outcome
5
Review

Select a Trigger

Choose how you want to start automation

✓
◉
Manual
Trigger automation manually when you need it
◷
Schedule
Run automation on a recurring schedule
⟡
System
Trigger via HTTP webhook from external systems
Workflow Preview
Open in Workflow Builder →
◉ Manual Logic
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Advanced Builder
Drag from here:
▼ Verification Services
$Income
IDEmployment
⊛Identity
⚠Fraud
◼Assets
≡Documents
▼ Work Flows
◇Condition
↺Loop
∥Parallel
⏱Delay
⟲Webhook
▶ Results
◉ Manual Trigger Logic

Drag blocks from the sidebar to build your workflow

Connect nodes to create automation flows

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VIP

Demo Analytics

Track engagement & conversions

Total Views
177
Total Viewers
86
Total View Time
2.93 hrs
Avg View Time
2.05 min
Top Product
Income
Demos Watched Over Time
Track engagement trends
→ Demos Watched
Feb 19Feb 24Mar 1Mar 7Mar 13Mar 20
Feature Importance
How users rate each feature's importance
Income
Credit
Employment
CEP
Identity
Fraud
Very Important
Somewhat Important
Not Important
Very Important Ratings by Feature
Overall comparison: % of Viewers rated Very Important
1.IncomeHigh demand
80%
2.CreditHigh demand
75%
3.EmploymentMedium demand
62%
4.CEPMedium demand
51%
5.IdentityLow
45%
6.FraudLow
40%
Top 5 Demos Watched
VIP Overview
45
VIP Income
32
VIP Identity
28
VIP Fraud
20
VIP Employment
18
Lead Report
Viewer Name Demo Title Organization Email Phone Job Title Date State View Time Very Important Features
Lisa AndersonIncome OverviewInsurance CoL…@Cloudfirst.io123-456-9999CIO01-30-2026NY1:30IncomeFraudAnalytics
Kevin BrownCredit DetailsABC MortgageK…@Workflowinc.io244-555-1212CTO11/12/2024NY0:45IncomeIdentityCredit
Amanda WhiteIncome DetailABC OrgA…@Megacorp.Com474-555-1212CEO11/12/2024FL1:45IncomeIdentityCredit
Chris MartinIncome DetailStartuphub.comC…@Startuphub.com123-456-9999Product Mgr11/12/2024NY0:45IncomeIdentityCredit
Patricia DavisIncome DetailInsureCorpP…@Connectall.Com444-505-1212CIO11/12/2024MI0:45IdentityIdentityCredit
Showing 1 to 5 of 78 entries