Overview

With Truv, an Order is a custom landing page for your users. Users connect their accounts to their providers when they use Orders. Send personalized invitations to your users through email or phone. Orders are a simple process for contacting your users for next steps.

Orders provide an interactive solution using our interface and UX tools. They let you contact your users and prompt them to complete their provider details.

Creating an Order

Create Orders using the Truv Dashboard, the API, or both. Each section below covers these ways to create Orders for your users.

Using your dashboard

In the Orders section of your dashboard, click on Create order to get started. Select one of the products and fill in the user’s information in the fields. Only first and last name inputs are mandatory.

With Truv, decide to send a notification or generate a unique link. Send an email or SMS with that link directly to your users.

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Tip

Over 75% of users complete Order requests within the first five hours. Include phone numbers in Orders to improve responsiveness and conversion through outreach.

Using the API

The Orders API reference page contains all the endpoints for managing the personal landing pages. Navigate your users experience with the data from pending or completed Orders.

Managing Orders

In your dashboard, view and manage your Orders under the Usage section.

Usage detail summary

On the Orders page in your dashboard, you can create and view historical details. Search and filter for specific Orders using the table.

Order status

The bullet points below cover the user’s Order status.

• pending - Truv is processing the applicant’s information
• sent - Order email or SMS is on its way to applicant
• completed - Applicant has completed request for action
• error - Notification issue
• canceled - Order is no longer requested
• expired - Order is past expiration date, no longer valid
• skipped - Applicant has exited Order before completing request for action
• no data - Provider has no data*

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Note

*View the Task Details for more information and additional explanation.

Customization

Personalize the text your users receive from emails and SMS messages. Customizations are available for your users’ landing pages. You can use the Customization templates in Truv dashboard or Create a customization template endpoint for additional options.

Notifications

Truv has Order links available within the dashboard or through the API for your own notification system as well.

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Tip

Using both email address and SMS messaging together improves Order success rates from opening to completion.

Reminders

The Truv notification system has a default reminder setting of 72 hours. For each day after, Truv sends an email reminder. You can customize expiration time and reminder schedule within your dashboard.

Orders for verifications

Orders are simple solutions to verify provider information from your users. These use a secure and straightforward user interface and you can customize the branding for a seamless integration. The integrations below apply to VOIE, VOE, and Insurance Verification. Learn more about these options using the guide below.

• Third-party Integrations

TazWorks and Accio Data platforms

TazWorks and Accio Data now integrate with Truv for our customers. Truv helps to submit employment history requests for CRAs and background screeners. Use Truv’s verification workflow directly with these integrations for complete employment history requests.

• TazWorks Admin User Guide
• Request a demo for Accio Data

You can also submit Orders using the TazWorks and Accio Data platforms. On your dashboard, check and monitor all Orders from these integrations.

Encompass

With Encompass, you can submit income and employment requests through the Truv verification processes. Help loan officers and processors manage submissions from future and existing borrowers.

Truv’s Encompass integration lets customers retrieve, refresh, and store aggregate reports in the Encompass eFolder. Support your users throughout the mortgage loan origination process.

• Encompass Admin User Guide

You can also find and submit Orders using Encompass as well as manage them in your dashboard.