Your Entire Refund Operation.
One Dashboard.
Before you hand a vendor your portfolio, see exactly what your team gets: live status on every cancellation, verified refund amounts, and a record you can export the day someone asks. No black boxes. No waiting for a monthly report.
Complete Visibility Into Every Account
Log in and see exactly where every account stands: what has been ingested, what has been verified, what has been claimed, and what has been paid. Every number on the screen traces back to a logged, timestamped action.
| Time | Account | Action | Status |
|---|---|---|---|
| 10:42:18 | ••• 4471 | Refund verified against contract | Verified |
| 10:41:55 | ••• 8823 | Cancellation initiated with provider | In Progress |
| 10:41:03 | ••• 1206 | Refund received and posted | Paid |
Drill into any account and see the proof
Aug 3, 9:14 AM · Account ingested via SFTP, matched to administrator
Aug 3, 9:16 AM · Quote verified against contract terms and TX requirements; variance flagged
Aug 3, 11:02 AM · Cancellation initiated with provider; dispute opened on variance
Aug 6, 2:47 PM · Corrected refund confirmed; export available
What Your Team Does. What Veritas Does.
Veritas is a managed service, not another system your team has to run. Here is the entire division of labor.
- Send terminated and eligible accounts through the channel that fits your stack
- Review results in the dashboard whenever you want
- Matches every account across 600+ product administrators
- Verifies every refund quote against the contract and state rules
- Initiates cancellations, chases stalls, and works disputes to resolution
- Logs every action and keeps your audit-ready export current
What You See at Every Step
Veritas runs the full cancellation lifecycle as a managed service. The dashboard shows you each step as it happens.
Ingest
Your data arrives by API, SFTP, or portal upload and is matched across 600+ product administrators.
Accounts received, matched, and queued, updated in real time.
Verify
Every refund quote is checked against the product contract and the applicable state rules, not accepted at face value.
Verified amounts beside administrator quotes, with variances flagged.
Claim
Cancellations are initiated with the provider on day one, tracked through completion, and escalated when they stall.
Status by account: initiated, pending, disputed, or paid.
Report
Every action is logged with a timestamp and an actor.
One-click, audit-ready export for internal review, examination, or client reporting.
A Rules Engine Built for 50 States
Veritas services all 50 states. The rules engine resolves deadline, calculation method, borrower notice, and record retention per account, so state variation never lives in a spreadsheet.
Closed-Dealer Refunds, Worked to Resolution
When the selling dealership has closed, the refund obligation does not disappear; it just stops having an owner. The Veritas team takes these accounts, pursues the administrator or successor directly, and works each dispute to resolution.
*Closed-Dealer Refunds: claiming refunds owed on ancillary products sold by dealerships that have since gone out of business.
Account flagged: selling dealer out of business
Obligation traced to the administrator or successor entity
Claim pursued directly, with every contact logged
Dispute worked to resolution and refund posted
Why Operations Teams Choose the Platform
| Your Day-to-Day | Spreadsheets and Email | Veritas Platform |
|---|---|---|
| Where does an account stand right now? | Ask around, check the tracker | Live status on the dashboard |
| Is the administrator's quote correct? | Taken at face value | Verified against the contract, variances flagged |
| Who chases a stalled cancellation? | Whoever remembers | Automated follow-up, escalated by a named team |
| The selling dealer has closed. Now what? | Usually written off | Closed-Dealer Refunds*, worked to resolution |
| An examiner asks for the record | Days of assembly | One-click, audit-ready export |
| What does it cost? | Internal headcount | Custom Pricing |
Platform FAQs
How quickly does the platform start producing refunds?
What does my team actually have to do?
How is our loan data handled?
How do I know the refund amounts are right?
Will this hold up with regulators, and what does it cost?
Walk the dashboard live: ingestion, verification, claims, and the export you would hand a regulator.