Rollee Dashboard
Access verified income, work, and tax data to reduce risk, improve conversion, and streamline underwriting.
Seamless account connection
Let users securely connect their accounts and share their income data in just a few clicks
Connect: Rollee's account linking application
Improve conversion rate
To improve conversion rates, provide users with context before redirecting them to Connect for account linking.
Customize Connect experience
Customize Connect with your company logo and branding colors to create a familiar design and build brand trust when users open it.
Edit Introduction and Terms screen
Edit the introduction and terms screens with your brand's messaging to maintain continuity and enhance user familiarity.
Connect to income sources in just a few clicks
Let users securely connect their bank accounts, tax platforms, or other income sources through a simple, intuitive interface. With a wide range of supported providers, users can quickly find and select their preferred source, enabling seamless access to verified income data.
Access and manage verified income data in one place
Easily access and review your users' income information through a centralized dashboard. Explore detailed breakdowns of gross income, net income, and taxes, with powerful search and filtering options to quickly find the data you need and make informed decisions.
View detailed information about your conversion rates and conversion funnel.
While conversions are generally most affected by the user flow before Connect is launched, this section allows you to identify where drop-off rates are highest.
Gain insights into how you can improve your conversion rate by analyzing these metrics.
You can also see which platforms are most frequently connected and any errors that have occurred for end users during their connection process.
Underwrite a diverse workforce
Grow your business by successfully underwriting workers from different backgrounds. Build better financial products with verified income data directly from the source.
