nCino (fka SimpleNexus)

Use Truv's VOIE and VOE solution in nCino (fka SimpleNexus) point-of-sale system

Overview

Integrate Truv’s Verification of Income and Employment (VOI/E) solution with nCino's point-of-sale system to streamline and secure the process of accessing borrowers' income and employment data.

Key Benefits

  • Seamless Verification: Effortlessly confirm employment and income details.
  • Accurate Data: Retrieve precise information from verified sources.
  • Faster Decisions: Accelerate the verification process for quicker decision-making.
  • Comprehensive Access: Ensure a smooth experience with complete access to essential borrower data.

How it works

  1. Pre-Application Stage: Borrowers and co-borrowers are prompted to connect their payroll accounts in the Verify Income and/or Verify Assets section of their loan application using Truv.
  2. Account Connection: Once accounts are linked, Truv provides reports within your chosen Loan Origination System (LOS).
  3. Ongoing Monitoring: Linked accounts are continuously monitored for new payroll documents, generating updated verification reports throughout the mortgage loan origination process.

See Truv in Action in nCino (fka SimpleNexus)

A demonstration video is currently in development and will be available soon.


Launch with Truv in nCino (fka SimpleNexus)

  1. Admin Setup:
    • Contact your nCino customer success team to complete the one-time Admin setup.
  2. Enable Truv:
    • Activate Truv within the nCino system.
  3. Customize Templates:
    • Adjust templates in the Truv Dashboard to fit your needs.
  4. Sandbox Testing:
    • Test the integration in Sandbox mode to become familiar with Truv.
  5. Production Access:
    • Obtain production access for full integration with Truv, nCino, and submission to DU and LPA systems.
  6. Go Live:
    • Launch Truv within nCino.

Refer to the detailed step-by-step guide to launch Truv within nCino.