Finicity is part of the Mastercard family. Our open banking platform provides the financial data you need.

Smarter, better open banking experiences

Everything you need in one place. The client hub simplifies open banking workflows by enabling users to manage their open banking experiences through a secure and easy-to-use portal.

Institution Status

Invoice Reporting and Usage

Order Reports

Financial Institution Status

Monitor financial institutions with our status reporting. Get realtime updates and messaging on best next steps to the key financial institutions important to you.

Invoice Reporting and Usage

Visibility and transparency are key as our products work on the cutting edge of financial data management. Manage invoices and usage of all your open banking products in one place.

Order Reports

Our reports simplify lending workflows by enabling loan officers to request and manage verification reports for their borrowers.

How it works

When you request a verification report for assets, income or employment, a communication is automatically generated and sent to the borrower for them to quickly and securely permission the use of their data. You’ll manage all your verification requests and borrower reports here in this portal. All communications to your customer can be lender-branded.

Data as it should be

Consumer-permissioned and straight from the source

Verify simply

Manage all your
requests through a
single portal


Lending where the
consumer comes first

Always On

Using a core
aggregator means
better connections
and better data

Better insights for smarter lending decisions.

As a leader in mortgage lending we have demonstrated our ability to provide better, more accurate data for any lending decision.

Learn More

More Resources

Ready to get started?

Check out the Client Hub User Guide

See how digitization is transforming lending

Certain open banking solutions are provided by Finicity, a Mastercard company.