> ## Documentation Index
> Fetch the complete documentation index at: https://docs.truv.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Floify Integration

> Use Truv income and employment verification within the Floify point-of-sale system

Truv's integration with Floify speeds up the verification process by allowing borrowers to quickly connect and authenticate their employment and income details directly within the Floify borrower portal. All data is sourced from authenticated payroll accounts. No manual document uploads required.

<CardGroup cols={2}>
  <Card title="Efficient Verification" icon="bolt">
    Quickly verify employment and income details during the application stage
  </Card>

  <Card title="Reliable Data" icon="shield-check">
    Accurate information and payroll documents sourced directly from trusted accounts
  </Card>

  <Card title="Ongoing Monitoring" icon="arrows-rotate">
    Connected accounts monitored continuously. Updated reports generated throughout the loan process.
  </Card>

  <Card title="No Code Required" icon="wand-magic-sparkles">
    One-time admin configuration. No development work needed.
  </Card>
</CardGroup>

***

## How it works

<Steps>
  <Step title="Borrower connects payroll">
    During the pre-application stage, borrowers are prompted to connect their payroll accounts and share income and employment information through Truv.
  </Step>

  <Step title="Reports generated and delivered">
    Once accounts are connected, Truv generates verification reports and delivers them, along with payroll documents (pay stubs, W-2s, employer reports), to the connected LOS (e.g., Encompass®) and eFolder.
  </Step>

  <Step title="Ongoing monitoring">
    Connected accounts are continuously monitored for new payroll documents, enabling updated verification reports throughout the mortgage origination process.
  </Step>
</Steps>

***

## Go Live with Truv in Floify

<Steps>
  <Step title="Contact Floify Customer Success">
    Confirm your one-time admin setup with the Floify team.
  </Step>

  <Step title="Enable Truv in Floify">
    Activate the integration using the setup steps below.
  </Step>

  <Step title="Configure Templates">
    Set up verification templates in the Truv Dashboard for branding and document delivery.
  </Step>

  <Step title="Test in Sandbox">
    Test the integration in Sandbox mode to validate the borrower flow.
  </Step>

  <Step title="Go Live">
    Obtain production access and configure DU (Desktop Underwriter) and LPA (Loan Product Advisor) system submissions.
  </Step>
</Steps>

***

## Floify Setup Guide

### Company Dashboard

**Step 1:** Go to the **Company Dashboard** and select **Company Settings**.

![Company Dashboard](https://files.readme.io/0421784ee2f30c5e066911fc0fed08e719c7c422a65a3b7eae15aeca2eec8d47-Screenshot_2024-09-10_at_2.59.36_AM.png)

**Step 2:** Click the **Integrations** tab.

![Integrations Tab](https://files.readme.io/bd1e506ab525d154bea1a761a392174ae53efeeb4834c6e2b59fdd605e56320b-Screenshot_2024-09-10_at_2.59.42_AM.png)

**Step 3:** Locate the **Truv Integration** section and choose **Edit Truv Integration**.

![Edit Truv Integration](https://files.readme.io/b55059e00e627eeb24f63ee63677642dee3a8488ed3bddf4b3c10c2175d075cd-Screenshot_2024-09-10_at_2.59.50_AM.png)

**Step 4:** Check the box to **Enable Verification of Employment and Income (VOE/I)** through Truv.

![Enable VOE/I checkbox](https://files.readme.io/76f31b7c61002e4004cab924e12c814726a92c7c4f3761c64f36787abb01c8b6-Screenshot_2024-09-10_at_2.59.57_AM.png)

**Step 5:** Input the **Client ID** and **Access Secret** (Production Key) from your [Truv Dashboard](https://dashboard.truv.com).

![Enter Client ID and Production Key](https://files.readme.io/4773478ebce3b3d4bdd51eb61cb7ca700105d45a77fc6e0c21c0fd2e0b2bc0c4-Screenshot_2024-09-10_at_3.00.04_AM.png)

### Team Dashboard

**Step 1:** Navigate to the **Team Dashboard** and select **Team Settings**.

![Team Settings](https://files.readme.io/c835adb30e1e0f6901fc8b10ccbd9e7dca37ac06df3f5c25f5627a45217c5b30-Screenshot_2024-09-10_at_3.00.11_AM.png)

**Step 2:** Go to **Apply Now → Edit Apply Now General Settings**.

![Apply Now Settings](https://files.readme.io/a21bdec1eff51a1667e20d11ce2e87917284e0d3fce846129e94838b9a07784b-Screenshot_2024-09-10_at_3.00.18_AM.png)

**Step 3:** Check the box to enable **Verification of Employment and Income (VOE/I)**.

![Enable VOE/I in Team Dashboard](https://files.readme.io/9f7a3c29520c272d5960b7e48a9d97cef037131c9a17645074e247d41797743b-Screenshot_2024-09-10_at_3.00.26_AM.png)

**Step 4:** Choose **Truv** from the dropdown menu and click **Save**.

![Select Truv and Save](https://files.readme.io/16087fa83378d1b8ad3939db29fef4d76f00a4a28698264d3d0432163b5ecef9-Screenshot_2024-09-10_at_3.00.33_AM.png)

***

## Borrower workflow

Borrowers enter their employment and income details, then proceed to the **Verify Income** section of their application to link their accounts and/or upload relevant documents. All connected data, including manually uploaded files and tax documents pulled from payroll, flows directly into the loan process.

<iframe width="100%" height="400" src="https://www.youtube.com/embed/zDt_yeWaJ28" title="Floify Integration With Truv" frameborder="0" allow="autoplay; fullscreen; encrypted-media; picture-in-picture" allowfullscreen />

***

## Next steps

<CardGroup cols={2}>
  <Card title="POS Integrations" icon="grid-2" href="/mortgage/integration/pos-overview">
    View all POS integration options
  </Card>

  <Card title="Sandbox Testing" icon="flask" href="/developers/testing/test-credentials">
    Test your integration in sandbox
  </Card>
</CardGroup>

***

## Support

<CardGroup cols={2}>
  <Card title="Truv Support" icon="headset" href="mailto:support@truv.com">
    [support@truv.com](mailto:support@truv.com)
  </Card>

  <Card title="Floify Support" icon="life-ring">
    Contact Floify customer success for platform-specific issues
  </Card>
</CardGroup>