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Automated Service Ordering (ASO) allows lenders to define rules that automatically place Truv verification orders when a loan meets configured conditions — no manual intervention required. Key benefits:
  • Higher success rates — orders are placed at the right moment in the loan lifecycle
  • Increased productivity — eliminates repetitive manual ordering for loan officers and processors
  • Faster closings — earlier, automated data retrieval reduces turnaround time

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Implementation Options

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Setup Guide

1

Create a New Rule

Log into Encompass as an administrator via Encompass LO Connect. Navigate to the Services tab and select Automated Ordering Templates. Click Add, select the Verifications category, enter a Rule Name, and select Truv - Verification of Income/Employment/Assets.Create a new automated ordering ruleSelect Truv in the Verifications category
2

Create a Service Order

Configure the service order with the following fields:Automated Readiness ConditionsCopy the appropriate condition query into the Condition Editor for the borrower and co-borrower.Initial order — Borrower (VOIE / VOE):
Initial order — Borrower (VOA / DVOE):
Initial order — Co-Borrower (VOIE / VOE):
Initial order — Co-Borrower (VOA / DVOE):
Refresh order — Borrower (VOIE / VOE):
Refresh order — Borrower (VOA / DVOE):
Refresh order — Co-Borrower (VOIE / VOE):
Refresh order — Co-Borrower (VOA / DVOE):
Under Automated Options, click Add to create a new option or select an existing one for the borrower and co-borrower.Configure the service order conditionsSet automated options for borrower and co-borrower
3

Create an Automated Option

Configure the automated option with the following fields:Create an automated optionAfter saving, select the automated option for both Borrower and Co-Borrower settings.Select automated option for borrower and co-borrowerSet the Service Order to Active. This does not create orders — it is required before creating the workflow rule in the next step.Set service order to Active
4

Create a Workflow Rule

Navigate to the Workflow Management tab and select Workflow Rules. Click New Rule.Create a new workflow ruleConfigure the rule across three tabs:Trigger Event tab — determines when the rule fires:Also set:
  • Rule Name: Use a name that reflects what triggers the rule and when
  • Rule Effective Date: Set to Loan Created Date or Application Date after the agreed go-live date Configure the trigger event
Conditions tab — optional filters to scope which loans the rule applies to:Configure conditionsResults tab — set the action the rule takes:
  1. Open the Resulting action dropdown and select Order service
  2. Scroll down and select the Service Order configured in Step 2
  3. Click Save Configure the result action
Set the Workflow Rule to Active when ready to enable ASO.Set workflow rule to Active
5

Additional Truv Configurations

Work with your Truv Customer Success Manager to configure:
  • Employer filtering by Truv success rate — include only Green, Yellow, Red, or Gray rated employers
  • Current employers only — limit ASO to currently active employers
  • Status update recipients — notify loan officers, processors, group inboxes, or other roles when order status changes
To see orders placed by ASO, log into the Truv Dashboard and filter for Automated Service Ordering in the Created by filter of the Orders table.

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Setup Walkthroughs

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Initial ASO Setup

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Refresh ASO Setup

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Next steps

Create and Manage Orders

Manual ordering for VOIE, VOE, VOA, and Income and Assets

Customization

Templates, eFolder mapping, and notification settings

Encompass LOS Setup Guide

One-time Encompass configuration

Contact Support

support@truv.com