System and method for aggregating financial data for loan processing

A system and method for aggregating a user's financial data for submission to a third party, as part of a loan application or other transaction. The data may include asset data (e.g., statements from bank accounts, investment accounts, retirement accounts), credit data (e.g., statements from credit providers), payroll data (e.g., a W2 statement, pay stubs), tax return data, insurance data, a credit report, etc. The system elicits information from the user to use in retrieving the data (e.g., institution name, account number, login information), retrieves the data and may validate some or all of it (e.g., to ensure it is the user's data). Tax return data may be retrieved from the user's computing device or may already be stored in the system. The system serves the data to the third party and may also package selected data for submission to another party (e.g., a loan purchaser or underwriter).