No-Code Insurance Verification
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 you to leverage the full power of the Truv platform without spending time on development and provide a secure and simple UX with fully customizable branding. For loan officers and processors, Truv helps to submit insurance policy information requests for potential or actual borrowers.
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.
Updated about 2 months ago