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.