Launch Checklist for Integrated Point-of-Sale (POS)
Use the launch checklist in one of the Truv Integrated Point-of-Sale platforms
Overview
The Launch Checklist is designed to guide you through the process of integrating Truv’s verification services into your Point-of-Sale System(POS).
It outlines the key steps for setup, configuration, activation, testing, and post-launch activities to ensure a seamless integration. Use this guide to develop and launch an integration using Truv in your Point-of-Sale systems.
Milestone 1: Setup POS
One-Time Admin Setup:
- Reach out to your Point-of-Sale (POS) Customer Success Team for the one time admin set up
- Enable Truv as a verification service in the POS of your choice.
- Configure the service and authorize users.
- Add or enable authorized users to access Truv.
- Input Truv API credentials into the POS.
Configure Truv Settings in POS:
- Ensure Truv webhooks are configured.
- Activate the Truv service in POS.
- Allow to show Pending Tasks to borrowers/co-borrowers for when they skip the verification step.
Milestone 2: Customize & test
Add Templates in Truv Dashboard
- Customize branding, returned documents- number of paystubs and W2.
- Enable Truv's document upload as a fallback.
- Ensure to retrieve entitlements from the respective LOS to write into Truv's D1C and LPA report id field.
Refer to the detailed step-by-step guide to set up templates in Truv Dashboard.
Testing in a Sandbox Environment:
- Input Truv Sandbox API keys, Client ID & Secret
- Create test orders for verification of income and employment (VOIE) and verification of employment (VOE).
- Verify successful report generation and document upload.
- Ensure Truv Borrower Report is generated for VOIE and VOE.
- Ensure all retrieved documents are pushed into LOS in the designated folders.
Refer to the various sandbox credentials based on product type to test in sandbox mode.
Get Production Access:
- Set up a demo with the Truv team to review implementation and run tests.
- Obtain Truv production API keys and input to your POS.
- Test integration in production with
Truv Sandbox Payroll Provider
- Ensure submission to Fannie Mae DU and Freddie Mac LPA systems from LOS.
Use the Fannie Mae test credentials to test end-to-end on production.
Conclusion
Voila! Congrats you can now go-live and launch in production.
For further assistance, please reach out to [email protected] or your Customer Success Manager.
Updated about 1 month ago