No-Code Income and Employment
Data collection Orders
An Order represents a personal landing page created for a user to connect their accounts, enabled through personalized invites sent to a user's email or phone.
Orders allow to leverage full power of the Truv platform without spending time on development and provide a secure and simple UX with fully customizable branding.
You can create an order through Dashboard or an API using tools like Zapier. After creating an order, you can send the url to the user manually or have Truv send a link to the user via email (if email has been provided) and SMS (if phone has been provided) to complete the process.
Truv helps loan officers and processors submit income and employment history requests for potential or actual borrowers. Now integrated with Encompass, mutual customers can retrieve aggregate reports, and refresh and store them in the Encompass eFolder during the mortgage loan origination process.
Download the Encompass admin and user guide.
If you are submitting an order via a platform such as Encompass, you will be able to check and monitor all orders submitted via the dashboard.
Updated 3 months ago