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 methodological rigor, empathetic engagement, 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. Our professional agents verify occupancy and conduct thorough assessments of residential and commercial real estate properties, focusing on property conditions and occupancy status to provide a clear picture of collateral integrity.
Why It Matters: This service directly reduces delinquency, supports loss-mitigation strategies, and protects your brand reputation with detailed, photo-documented insights that ensure full compliance. We balance professionalism with genuine empathy, ensuring borrowers feel respected while lenders receive accurate, actionable intelligence for informed decision-making.
How We Deliver: A professional field agent conducts visits with utmost courtesy, greeting residents or occupants, explaining the purpose of the visit, and leaving official correspondence. Equipped with secure technology, agents capture comprehensive photographic evidence of property conditions and occupancy status. Every nationwide visit is conducted by vetted, insured agents, with all reports undergoing 100% quality assurance in our UFC Inspect platform before delivery.
Merchant Site Inspections
02. Merchant Site Inspections
Uncover Hidden Risks with Authentic Mystery-Shopper Inspections.
What It Is: Undercover on-site verifications to assess merchant legitimacy and Payment Card Industry (PCI) compliance through authentic customer interactions. Our agents operate discreetly while evaluating operational status, regulatory adherence, and potential risk indicators—providing unfiltered insights into business practices.
Why It Matters: Protect your portfolio from fraudulent merchants and compliance violations that could impact your payment processing systems. Our mystery-shopper approach reveals operational realities that traditional audits might miss, enabling you to identify high-risk partners before they become liabilities.
How We Deliver: A trained field agent visits the establishment as a genuine customer, conducting transactions while discreetly documenting operations. The agent assesses critical compliance factors including signage, transaction processing, and customer service protocols. All observations are compiled into detailed reports with photographic evidence, validated through our UFC Inspect platform and backed by Association of Payment Professionals (APP) standards.
Equipment Lease Inspections
03. Equipment Lease Inspections
From Trucks to Machinery: Independent Inspections That Build Trust.
What It Is: Comprehensive physical audits and condition assessments of leased equipment and financed assets—from commercial vehicles and industrial machinery to specialized equipment. Our technical inspections document operational status, hours of use, maintenance condition, and fair market value to protect your collateral position.
Why It Matters: High-value equipment represents significant financial exposure. Our independent verifications provide the objective evidence needed to confirm asset existence, monitor depreciation, and make informed decisions about lease extensions, repossessions, or refinancing—directly protecting your bottom line.
How We Deliver: A certified field agent conducts a meticulous, 360-degree inspection using diagnostic tools and detailed checklists. The agent documents serial numbers, records hour meter readings, captures high-resolution images of all components, and identifies any signs of damage or excessive wear. This technical evidence is compiled into valuation-ready reports with photographic proof, all validated through our UFC Inspect platform.
Commercial Inspections
04. Commercial Inspections
From Warehouses to Offices: Verified Inspections That Build Confidence.
What It Is: In-depth operational and physical assessments of income-producing properties and business facilities—including warehouses, office buildings, retail centers, and manufacturing plants. We verify operational activity, tenant occupancy, property conditions, and overall business viability to support your collateral decisions.
Why It Matters: Commercial lending carries significant exposure to operational and market risks. Our inspections provide verified, on-the-ground intelligence that validates your collateral’s income-generating capacity and physical integrity—empowering you to structure loans with greater confidence and accurately assess risk exposure.
How We Deliver: A seasoned field agent conducts a comprehensive site visit, documenting critical aspects including property accessibility, occupancy levels, maintenance conditions, and surrounding area influences. Using systematic protocols, the agent captures photos, observes operational patterns, and assesses overall property presentation. All findings are structured into detailed, narrative-style reports enriched by IACC commercial expertise and delivered via UFC Inspect for full audit compliance.
SBA Lending Inspections
05. SBA Lending Inspections
Accelerate Loan Approvals with Trusted SBA Lending Inspections.
What It Is: Specialized field verifications designed specifically for SBA 7(a) and 504 loan programs. We conduct comprehensive on-site reviews that validate borrower eligibility, confirm proper use of proceeds, verify collateral integrity, and ensure ongoing compliance with SBA mandates—from initial disbursement to final maturity.
Why It Matters: SBA lending carries unique compliance requirements and potential recourse exposure. Our inspections provide the documented evidence needed to protect your government guarantee, maintain SBA eligibility, and proactively identify issues before they become findings during SBA reviews. This proactive monitoring transforms compliance from a regulatory burden into a strategic advantage.
How We Deliver: An SBA-trained field agent conducts structured interviews with business principals, examines financial records and operational documentation, and performs physical verification of funded assets and collateral. The agent documents business operations, employee presence, and asset utilization through detailed narrative reports and photographic evidence. Every inspection follows SBA-specific protocols and is delivered through UFC Inspect with complete audit trail documentation.