Reliable Field Inspections Nationwide
that Lenders can Trust
01
3.5K
Happy Customers Using Our CRM
02
95%
Increase in Customer Satisfaction Reported by Our Clients
03
11 Countries
Where Our CRM Software is Used
04
10 Years
of Experience in CRM Solutions
From Borrower Outreach to SBA Compliance, Our Services Protect Portfolios and Power Smarter Lending Decisions.
United Field Chase offers an integrated suite of services designed to cover the entire field verification cycle: from direct borrower contact to specialized inspections of merchants, equipment, commercial properties, and SBA loans.
This comprehensive coverage ensures consistency, compliance, and trust at every point of contact. By combining empathy with methodological rigor and audit-ready reporting, we help banks, financial institutions, and lenders reduce risk, accelerate approvals, and protect their investments with clear, verifiable data.
Our Services
Field Contact Services
01. Field Contact Services
Trusted Borrower Outreach That Delivers Verified Properties & Compliance.
What It Is: Direct, respectful borrower contact to reestablish communication and support account resolution. Agents verify occupancy, assess property/collateral conditions, and confirm financed improvements—such as residential solar panel installations.
Why It Matters: Reduces delinquency, supports loss-mitigation, and protects brand reputation with photo-documented insights for compliance. These visits balance professionalism, empathy, and compliance, ensuring borrowers feel respected while lenders receive accurate, actionable insights.
How We Deliver: A professional field agent greets residents at their homes with courtesy, explains the purpose of the visit, and leaves an official letter. Equipped with a clipboard or tablet, agents capture tamper-proof photos of properties and financed improvements like solar panels. Every nationwide visit is conducted by vetted, insured agents, with reports undergoing 100% QA in UFC Inspect before delivery.
Merchant Site Inspections
02. Merchant Site Inspections
Uncover Hidden Risks with Mystery-Shopper Merchant Inspections.
What It Is: On-site reviews to verify merchant legitimacy and Visa/Mastercard compliance. Agents operate discreetly, blending in as regular customers, while assessing licensing, inventory, signage, and service quality.
Why It Matters: Reduces fraud risk and protects payment networks in high-risk sectors. By appearing as everyday shoppers, our agents provide authentic insights into how merchants operate, ensuring financial institutions can trust their partners.
How We Deliver: A discreet agent enters a store, makes a small purchase, and carefully notes the interaction with staff. This secret-shopper approach allows us to unobtrusively evaluate compliance and service quality. Findings are compiled into photo-documented reports, backed by APP expertise and validated through UFC Inspect.
Equipment Lease Inspections
03. Equipment Lease Inspections
From Trucks to Machinery: Independent Inspections That Build Trust.
What It Is: Independent evaluations of leased equipment and vehicles to document condition, usage, and collateral value. Agents perform methodical inspections with detailed notes and photographs.
Why It Matters: Protects lenders and lessors by confirming the integrity and condition of high-value assets. These inspections ensure accurate reporting, reduce disputes, and safeguard investments.
How We Deliver: A field agent walks carefully around equipment—such as a commercial truck—clipboard in hand, examining exteriors and key components. Thorough, step-by-step reviews are supported with photos and notes, then compiled into audit-ready reports fully QA-checked in UFC Inspect.
Commercial Inspections
04. Commercial Inspections
From Warehouses to Offices: Verified Inspections That Build Confidence.
What It Is: Comprehensive evaluations of commercial properties—such as warehouses, offices, or production facilities—to confirm operations, occupancy, and asset conditions.
Why It Matters: Provides lenders and stakeholders with confidence in a business’s legitimacy, solvency, and collateral strength. Reliable documentation reduces uncertainty and informs lending or investment decisions.
How We Deliver: A field agent walks through the facility with a camera, capturing photos of the building interior, equipment, and general condition of the space. Each inspection is methodical and transparent, with photo-driven reports enhanced by IACC expertise and delivered through UFC Inspect.
SBA Lending Inspections
05. SBA Lending Inspections
Accelerate Loan Approvals with Trusted SBA Lending Inspections.
What It Is: On-site inspections tailored to SBA-backed loans, verifying collateral, operations, and compliance with SBA requirements. Agents meet with business managers, review documentation, and observe daily activity.
Why It Matters: Meets SBA’s mandatory inspection standards, reduces lender risk, and accelerates loan approvals. These inspections provide banks and financial institutions with accurate, transparent reports on funded businesses.
How We Deliver: A field agent arrives at the business office, is welcomed by the manager, and conducts a professional review of documents and workspace operations. Notes, photos, and observations are compiled into audit-ready reports aligned with SBA requirements, fully QA-checked through UFC Inspect.