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Verify income and employment for clients who don’t apply in-app — those who reach an agent by phone or apply in person at an office. Both flows reuse the standard order, so verified data returns through the same webhooks and pre-fills the same caseworker screens as digital applications.

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Contact center

Contact center agents create an order during the phone call and send the verification link while the client is on the line.
  1. Agent creates order — During the call, the agent enters client details and creates an order through the Dashboard or API.
  2. Send link via SMS — Use the short_share_url from the order response to send an SMS to the client’s phone during the call.
  3. Client completes verification — The client opens the link on their phone and connects their payroll or bank accounts while still on the call (or shortly after).
  4. Agent monitors status — The Dashboard or your caseworker system shows real-time order status. The agent can confirm completion before ending the call.
For contact center deployments, set first_notification_delay_hours to a low value (e.g., 1) so clients who don’t complete during the call receive a reminder quickly.

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In-person QR code

For office visits, generate a QR code from the order’s share_url so clients can verify on their own phone at the office.
  1. Caseworker creates order — Create an order via the Dashboard or API with the client’s case information.
  2. Display QR code — Generate a QR code from the share_url and display it on the caseworker’s screen or print it.
  3. Client scans and verifies — The client scans the QR code with their phone, opens Bridge, and connects their payroll or bank accounts.
  4. Results flow back — Truv sends verified data through webhooks. The caseworker sees results in the Dashboard or caseworker system.
QR codes work with any QR code generator — encode the share_url value. The same link works whether scanned from a screen or printed handout.

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Follow-up for incomplete verifications

When a client doesn’t finish after receiving a link, configure follow-up notifications to send automatic reminders, or resend the link manually from the Dashboard.

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Next steps

Caseworker Portal

Send verification links and ingest data into caseworker screens.

Renewals

Re-verify clients at recertification.