Changelog

• We’re updating our payroll sandbox data to use a new company name: “Acme Corporation.” This change only affects sandbox scenarios. Your production data will not be impacted.
• Effective Date: November 17th, 2025

• Updated Truv Dashboard login and signup experience:
  • Users can now signup directly to Truv Dashboard using either Google social, Microsoft social or Email+Password. If an active company exists, the user will be invited to that company pending Account Owner approval. If no active company exists, a new company will be created for the user.
  • If users activate multiple login methods, for example Google social and Email+Password, they can use either of the methods to login.
• Search by custom field in order form: To help customers who use a custom field during order creation, we have added the ability to search by the custom field value and add the custom field as a column in the Activity → Orders tab in Truv Dashboard. To add custom field as a column, click Edit columns and select Custom field at the bottom of the list. 
• Improved CSV exporting: For some large customers with >10k orders per month, exporting csv files from the Activity → Orders tab could timeout. We have removed some unneeded columns (report url, parsed company name) to speed up csv generation and prevent timeouts. 
• Link-level Bank Income report: Following up on the user-level bank income report, we have released a link-level version that summarizes detected income sources per connected financial institution, as opposed to at the user level. We will return the user-level report by default when available, but the new link-level report can still be downloaded in Truv Dashboard or via API. 

• We fixed an issue where the Billing Manager role couldn’t see the Templates filters in the Home → Reporting tab

• New Bank Income report: For customers who want detailed income insights for an applicant using bank data, we have introduced a new user-level bank income report to the Truv Dashboard. If an Income and employment verification is requested and the user connects financial institutions, the new report summarizes the net and estimated gross income across income sources identified in the transaction data. This report is returned in the UI and isdownloadable as a PDF in Truv Dashboard → Orders and Users tabs.
  • Reach out to Customer Success to start using this solution.
• Improved visibility: We have updated the Truv Dashboard login page and subsequent pages such as ‘Verify your email’ and ‘Account pending approval’ to increase the size of the login fields and buttons, align the verbiage, more clearly explain next steps, add a log out button, and add a resend email action (for ‘Verify your email’).
• Expanded export functionality: To give customers easier access to their data, we have improved the ‘Export csv’ function in the Activity → Orders and Activity → Users tables to allow exporting the first 50,000 rows as a csv file, instead of just the first page of results. 

• Improved navigation to Truv Support in Truv Dashboard: To make accessing the Truv Dashboard support portal easier, we have replaced the Help tab with the Support tab and moved the Docs tab to Development. This eliminates the need through menu items to access Support.
• Moved employer & financial institution fields to top of Order Form: Many customers who create orders from Truv Dashboard first enter the employer and/or financial institution to check the success rate before filling in the rest of the order details. To streamline this, we moved the Employer and Financial Institution fields to the top of the create order form.
• Updated Dashboard access revoked notification pages: To help guide Dashboard users who have their access revoked, we have updated the pages after they login to better explain if their account is under review or if it has been declined and who they should reach out to for support. Additionally, if a user still has access to other companies, they are now able to switch to a company they have access in from this page. 

• Ability to export Usage and Tasks tabs: To give customers easier access to their data, we have improved the ‘Export csv’ function in the Activity → Tasks and Billing → Usage tables to allow exporting the first 50,000 rows as a csv file, instead of just the first page of results. In the future, this will be added to Users and Orders tab. 
• Improved search bar functionality in Orders table: To make finding specific orders easier in the Activity → Orders table, we have made some improvements to the Search bar. We added support for searching orders by refresh order id, VOIE report id, VOA report id. Additionally, we no longer search the ‘created by’ column since there is a dedicated filter and it dilutes the results. 
• Show task status in Activity tab: For task statuses in the Activity → Tasks table, we now label tasks that are processing as ‘Pending’ instead of ‘Unavailable’, to more accurately reflect what is happening in the background. 

• Enhanced filtering and viewing team member templates:To help customers with a large number of team members and branches, we have added the ability to filter the ‘Team Members’ table by assigned templates. Selecting templates in the ‘All templates’ filter in Settings → Team, will return a list of team members with those assigned. Additionally, clicking in the ‘Available templates’ column will show the currently assigned templates for that user.
• Custom Notes field in orders: For customers with multiple team members working on an order in Truv Dashboard, we have added a ‘Notes’ field as a sortable column in the Orders table and in Order information. Text can be added to record action items, findings, unique statuses, or next steps for other team members. 
• Increased load time for ‘Users’ tab: We have sped up the Dashboard → Users tab to make it load faster and easier to use for customers with a high volume of Tasks. 
• Hide ‘Credits’ tab when applicable: To make Dashboard → Billing easier to understand, we hide the ‘Credits’ tab if a customer has no credits to display.

• An issue was resolved for newly invited users to Truv Dashboard where they would receive two ‘Welcome’ emails.
  • Introduced June 13th → Fixed June 28th

• Fixed an issue with multi-tenancy where new users weren’t approved once they logged into any new companies they were invited to.
  • Introduced June 2, 2025 → Fixed June 20, 2025

• New Billing tab: To help clients understand their billing, we have introduced a new ‘Billing’ tab to the Truv Dashboard with the following sections: Subscription, Invoices, Credits, Usage, and Monthly report. Only applicable tabs will be shown. See below for a summary of each tab
  • ‘Subscription’ tab allows you to view contract dates, term, and enabled products.
  • ‘Invoices’ provides access to billed monthly invoices, with the ability to open and pay recent invoices.
  • ‘Credits’ shows starting credits, ending credits and usage for the selected period.
  • ‘Usage’ shows a table of all billed tasks for the selected period.
  • ‘Monthly report’ allows downloading the monthly usage CSV file, which was previously labeled ‘Usage’ in the Home tab.

• Customizable columns in Dashboard Orders and Users tables: Clients can now customize columns in the Orders and Users tables by selecting which columns to display, resizing and reordering them, and exporting results to CSV. Settings are saved per user to maintain the preferred view.
• Hide large deposits section in templates for Verification of assets report: For clients that don’t want to see the large deposits section of the VOA report, we have added a toggle in Truv Dashboard Customization → Templates. If a template has Assets product type, there will be a ‘Large deposits’ toggle in the ‘Report’ section to control whether this section is included in the VOA report or not. If the section is disabled, the field will also be hidden from Dashboard and Encompass order pages. 
• Added report type and account selection for Assets in Truv Dashboard: For lenders who use the VOA product in Truv Dashboard, we have added the ability to select report (VOA or DVOE), selected accounts, and days requested during refresh.

• Resolved an issue where team members that belonged to multiple companies wouldn’t be shown in the Team page.
  • Introduced June 3, 2025 → Fixed June 18, 2025
• Fixed an issue where orders email notifications had line breaks in the middle of a word.

Dashboard

• Multi-tenancy in Truv Dashboard:
  • We have introduced multi-tenancy in the Truv Dashboard to support clients who want separate Truv Dashboard instances for business units or testing environments. Previously, users were associated with one company in Truv Dashboard. Now, multi-tenancy removes the one-company limit per user: users can now belong to several companies and switch between them via a new company toggle on Dashboard > Home (bottom-left). On other pages of the Truv Dashboard (ie. order creation, team member invite, template creation, etc), there is a tile in the center of the header to indicate the current company that the user is currently logged into.
  • To setup multi-tenancy, reach out to Customer Success at Truv for assistance creating additional companies.

Dashboard

• Improved access to uploaded documents in Dashboard:
  • Previously in Truv Dashboard → Orders tab and Users tab, if documents were uploaded, but no report was generated, we only showed “No reports yet” empty state and the uploaded documents couldn’t be downloaded.
  • To fix this case and make accessing uploaded documents easier, we have moved the uploaded documents to a dedicated section in the Order or User information page where they will always be available, whether a report was generated or not. Additionally, we have added a “Uploaded documents” submenu item to make navigating to this section easier.

Dashboard

• Added auto-approval functionality for new Truv Dashboard users:
  • To help large clients with hundreds or thousands of users who need to join Truv Dashboard, we have added the ability to enable auto-approval for new self-registered users. Clients who enable this option can have users self-register via single sign-on (SSO) and be automatically approved, eliminating the manual invite and approval process.
  • Reach out to Customer Success or support@truv.com for assistance enabling.

Dashboard

• Pagination and filters to Team Members table:
  • The Team page in the Truv Dashboard under Settings → Team tab previously didn’t have pagination, so all users were shown in a single long list. If a client had hundreds or thousands of users, the page could take a long time to load. To reduce load times, we added pagination so users will be returned with 10, 20, or 50 per page (depending on the rows per page setting).

Dashboard Orders

• Remove google search results from order creation:
  • To prevent 3rd party issues that impact order creation from the Truv Dashboard, we have removed the google search results from the “Employer” field in the Create order form (Activity → Orders → Create order). Now if a physical address is entered into the “Employer” field, the corresponding employer at that address based on google search will not be returned.

Dashboard Orders

• Add ‘Source’ filter for orders in Reporting and Orders tabs
  • To support clients who create Orders, we have introduced a ‘Source’ filter in both the Home → Reportingand Activity → Orders tabs. By default the filter will have the value ‘Any source’ and show orders from all sources in the results. Upon opening the filter, it will show a list of unique order sources that the client has in the currently displayed results. This will allow filtering and reviewing either reporting metrics or orders from specific sources, such as Truv dashboard, Encompass, SimpleNexus, etc.

Dashboard

• Corrected sorting in Verification of assets (VOA) reports:
  • To improve navigability of the VOA report, we have aligned ordering of the ‘Transactions’ and ‘Large deposits’ sections in the Truv Dashboard and PDF Report. Now the ‘Transactions’ section is ordered from newest to oldest transactions for each account. The ‘Large deposits’ section is grouped by Financial Institution and Account, then ordered from newest to oldest deposits.

Dashboard Orders

• Clarify order invoice access by displaying a ‘pending’ state in the UI
  • Truv order invoices can be enabled for clients who want an invoice PDF to be generated for each order that itemizes all the charges, typically for passing along the order cost to the Applicant or Borrower. Previously, in the Truv Dashboard → Orders → Order information, once the order was complete, a ‘Download latest invoice’ button would appear. Order invoices are usually available for download ~1 min after an order is completed, so in some cases this button would appear and do nothing if clicked. Now, we show the button as loading if the invoice isn’t available for download yet.

Dashboard Orders

• Changed order emails from noreply@truv.com to notifications@truv.com
  • Previously order emails sent to end-users and clients were sent from a noreply@truv.com email address. We have updated this to notifications@truv.com, which is an unmonitored address that includes support guidance for users who reply to it.

Dashboard Orders

• Users can see orders created with ‘default’ template
  • For clients who use Truv customization templates to create branch-level access control, there were some edge cases where a user could create orders without selecting a template, preventing them from being able to see their order. To address all these cases, we have updated the access control logic in Truv Dashboard so Order Managers can see orders created without any template and orders created with the primary template, in addition to orders created with their assigned templates.

Dashboard

Dashboard bug fixes

• Fixed a bug where an invited team member’s role couldn’t be changed until they were approved in the Dashboard. If a user self-registered in the Dashboard, they would be assigned the Order Manager role. In some cases clients wanted to upgrade this user’s role to Admin, but couldn’t until they were approved.
  • Discovered Apr 18 → Fixed May 2nd
• Fixed the search bar in the Truv Dashboard → Customization → Templates tab. Previously the results would re-load and block updating the search after each character was entered, creating an inefficient search experience. Now the search can be updated freely and only the results below will reload.
  • Discovered Mar 26th → Fixed May 2nd

• Truv Support Migration to HubSpot: Live
  • We have officially completed the migration of Truv’s support experience to Hubspot. All clients can now access the new HubSpot Customer Portal via the Help → Support tab in the Truv Dashboard to submit and track tickets. We will continue to provide read and reply access to previous support tickets created in Zendesk via the tooltip in the Truv Dashboard → Support tab until the end of the month.
  • In addition to the new Customer Portal, all users should now have access to our new AI-powered chat in the bottom-right corner of the Dashboard. This offers instant help to user questions, provides easy access to Help Center content, and connects users to our Support team if no resolution is achieved.
• New Billing Manager Role for Dashboard Access: Some clients have with team members that need access to billing and invoicing, but not verification data or order functionality. To support this need, we’ve introduced a new Billing Manager role. This role can be assigned to newly invited or existing users by Owner or Admins via the Dashboard → Team page. The new role provides access to the following pages: Reporting, Usage, Coverage, Support, Docs, Company, Billing, and Profile.

• Add Truv template name to Usage CSV file: To support clients who have the branch name specified in the template and need to accurately track and bill back this usage to the branch, we have added the Template name to the Usage CSV file, downloadable in Home → Usage by Owner, Admins, and Billing Managers. Now large lenders can easily determine how much Truv was used and the associated cost at the branch-level via this field name.
• Remove the ‘Created by’ column in Templates: We removed the ‘Created by’ column in Templates since it wasn’t supported for template creation via API and didn’t add much value from a Template management perspective.

Dashboard bug fixes

• Remove connections in different environments from the Users tab: Previously the ‘Users with attempts’ filter included users with tasks from any Truv environment. We have fixed this to ensure only users with tasks in the current environment are included.

• Truv Support Migration to HubSpot: Planned to go-live by Mar 31
  • We are transitioning from Zendesk to HubSpot for support and chat, providing Sales, Customer Success, and Support teams with a unified account view and unlocking new client-facing features. Full migration is expected by the end of the month.
  • HubSpot Customer Portal: Clients migrated to HubSpot will now access support through the Help → Support tab in the Truv Dashboard, where they can submit and track tickets. Previous Zendesk tickets are not migrated but remain accessible via a link in the Support button tooltip.
  • AI-Powered HubSpot Chat: The support request form has been replaced with an AI-driven chat at the bottom right of the Truv Dashboard, allowing users to get instant help, search Help Center content, and escalate issues to the Support team when needed. Continuous improvements will enhance the chatbot’s accuracy and efficiency.
• Dashboard bug fixes
  • Template access fix: Order managers were unable to access the default VOIE template, causing errors in the interface and making the Landing Page preview unavailable. We have fixed backend permissions to allow order managers to retrieve settings without errors. This ensures a seamless order creation experience with preview functionality restored.
    • Introduced Feb 28, 2025 → Fixed By Mar 11, 2025

• Customization of Assets parameters from Templates: For clients who use our Verification of Assets product, we have added the ability to customize the ‘Days requested’ and ‘Large deposit threshold’ for the returned assets report in Templates. Navigate to Truv Dashboard → Customization → Templates → Assets tab in the template menu. The values specified in the template for these two fields will be reflected in the Assets report.

• Dashboard bug fixes
  • Creating a new order fix: We identified and resolved a UI issue where sometimes the user couldn’t select an employer in the company search form in the order creation pop-up. The incorrect state has been fixed.
    • Introduced Feb 21, 2025 → Fixed By Feb 28, 2025
    • Impacted clients: Clients who use Orders in Truv Dashboard

• Template configuration options and text clarification:
  • Within Truv Dashboard → Customization → Templates, we corrected misleading text, aligned submenu verbiage, and provided links to documentation to make setup easier. The following changes were made:
    • Moved expiry dropdown options (1 day, 2 days, 3 days, 1 week, 2 weeks, 3 weeks, 4 weeks) to the template page, along with the support email address. Users can select one of these options, with 3 days set as the default.
    • Added Learn more about expiration link under ‘Link expiration’ on the first page to clarify how link and order expiration works exactly.

• Emulator settings:
  • We have updated the Emulator in Truv Dashboard to align available products to the selected use-case and show additional solutions that can be used. See below for a full summary of changes:
    • Removed Bridge and Orders
    • Switched the name of ‘Solution’ and ‘Product’ fields to correctly align these
    • In Sandbox mode, under ‘Additional settings’ we added a dropdown to select a use case. We will filter the list of available products based on the selected use-case. In Production mode, the account’s use-case is automatically applied.
    • Clarified how the ‘Payroll Income and Employment’ and ‘Payroll Employment History’ options work. Now when these ‘Solutions’ are selected we open a payroll only solution in the Truv Bridge, with no fallback if the user is unable to login or exits.
    • Added two additional Solutions: “Smart Routing” and “Fallback”, which are designated with a ‘Workflow’ tag. In Sandbox mode, Smart Routing will open financial accounts connection to complete the verification if the selected employer has a low success rate. In Sandbox mode, Fallback will offer Truv’s Document Upload solution if the user is unable to login or tries to exit. In Production mode, these solutions only appear and work as configured at the account-level.
• Dashboard bug fixes
  • Assets report UI improvements for Users (beta) tab: In the Truv Dashboard for Assets reports, we have resolved an issue where users who completed Assets verification encountered an error when switching to the Assets tab. Notably, the Assets report PDF remained downloadable before switching tabs. Additionally, we have fixed the behavior of the Report submenu to ensure it no longer collapses when a report is available.
    • Introduced Jan 31, 2025 → Fixed Feb 05, 2025
    • Impacted clients: Clients with Assets product
  • Usage reports count fix: We identified and resolved an issue where only 10 reports were displayed on the page by default, which cut off the months of January and February. Now, all available reports are properly displayed, ensuring full visibility and access.

• Emulator Updates in Sandbox Mode: Planned to go-live Feb 14
  • Since Truv supports multiple use cases, we plan to update our emulator to better align our products with specific use-case requirements.
    • Show applicable products per each use-case. For instance, a mortgage client would not see a cashflow underwriting product.
    • Remove Bridge and Orders tab as you have the ability create Orders in Truv Dashboard → Orders in Sandbox mode and replicate the order workflow as in production.
    • Add Income and Employment Fallback & Employment Fallback as fallback options in Emulator so you can see the experience of Truv Bridge with and without Fallback.
    • NOTE: This release will not change any product behavior or response data. It is solely a realignment of Truv’s use cases and products to enhance clarity and reduce confusion.
• Empower: In Truv Dashboard → Platform Keys, we have added a page for the configuration of Empower Party IDs. Previously clients planning to go-live on Empower needed to request Truv to manually configure their Empower Party IDs to unblock testing. Now, once clients have received their Client Implementation Guide (CIG) from the Empower implementation team, they can add Sandbox and Production Party IDs directly in Truv Dashboard and begin the testing process required for approval. Check our docs for more information (link)
• Templates: In Truv Dashboard → Templates, we have moved some key settings to the first page to make them easier to find and configurations more intuitive. This includes the following: Add your end-user agreement or privacy policy, Link expiration, Notify order creator, Customer support email address, and Custom field.
• Usage: To add transparency to billing and invoicing, we have added a “Price” column to the Usage report .csv files that are downloadable by Owners and Admins in the Truv Dashboard → Usage tab. Additionally, we have backfilled this price data in Usage reports back to October 2024, the oldest period we can extract this data from our 3rd partner billing platform.

• User Tab (Beta Tab): We have introduced two additional enhancements to the new Users Tab to give clients more visibility into progress and make it easier to use.
  • On the User Information page, once you click on a user row. There is now a timeline sidebar on the right side of the page. This timeline shows login attempts with provider, timestamp, and attempt outcome information, giving clients a full view into user progress that can help to determine the next best action for users who were unable to login successfully.
  • On the Users table, we added a filter with the following values: Any user, Users with attempts, Users without attempts. By default, the filter is set to “Users with attempts”, showing only users who at least attempted to complete the Truv verification.

• Assets product in Truv Dashboard → Users, Orders: In the Truv Dashboard for Assets reports, we previously showed “Bank accounts” in the submenu and connected financial institutions as tabs, which was easy for users to overlook in cases multiple institutions were connected. To make the connected accounts more obvious and easier to navigate, we replaced the “Bank accounts” submenu item with placeholders for each connected account. Also, we now list all connected financial institutions, so there is no need to switch tabs in the report to see all the data.
• Reporting filters improvement: In the Dashboard → Reporting & Team Performance tabs, the predefined date filter options (Last 7 days, This week, Last 30 days, Last 90 days) excluded Today, which is unintuitive and confused some users. The filtering logic has now been updated to include Today for these predefined periods, ensuring a more accurate and user-friendly reporting experience. Available by Feb 3rd.

Dashboard bug fixes

• Status update notifications: There was a change rolled out that caused us to accidentally attach the report PDF to the order status update email for completed orders.
  • Introduced Jan 22, 2025 → Fixed Jan 29, 2025
  • Impacted clients: Clients using Truv orders (Dashboard, Orders API or custom LOS, Encompass, Byte, Empower)
• Truv Dashboard → Coverage: We identified and fixed an issue in the Truv Dashboard → Coverage → Financial accounts tab where we were showing a list of supported payroll providers instead of supported financial institutions.
• Truv Dashboard → Missing Orders due to Timezone issue: Due to an issue with timezone conversion, newly created orders would not appear in the Truv Dashboard during some parts of the day because their converted created date was in the future.
  • Impacted clients: Clients creating order from Truv Dashboard late in the day
• Users Beta: In Truv Dashboard → Users Beta tab, there were some cases where Assets reports wouldn’t be available in the Dashboard for users who successfully connected a financial institution. Additionally, for clients using the Transactions product, in some cases loading the report took longer than usual. This has been resolved and reports are available and loading normally for both cases.
  • Impacted clients: Embedded Clients with Assets or Transactions product and using Truv Dashboard Users Beta tab

• Switch Billing to Orb: To better support Truv’s billing plans and create more accurate invoices that align with usage, we have migrated to tracking billable usage and issuing invoices through a 3rd party platform, Orb. Client billing contacts should begin to receive monthly invoices from Orb instead of Stripe and users with access to the ‘Billing’ tab (Truv Dashboard → Settings → Billing) should begin to be redirected to their Orb Customer Portal instead of Stripe. In the Orb Customer Portal, users have access to the following data, which aligns with the monthly usage data downloadable in Truv Dashboard → Home → Usage
• Showing all attempts in Users tab (beta release): For embedded clients that complete transactions from point-of-sale platforms, we previously only showed successfully connected accounts in the Truv Dashboard → Activity → Users tab. For clients that wanted to take alternative actions for unsuccessful attempts, there was no way for them to find these Users. To solve this problem, we have added the ability to view both successful connections and attempts in the Users tab. This feature is in beta release for select clients that have requested access to all data, and will be rolled out broadly for all clients mid January. If you want access to the Beta release, please reach out to Customer Success Manager or support@truv.com.

• Fix incorrect ‘Email viewed’ Timeline event: The Truv Dashboard Timeline for Orders (Truv Dashboard → Orders → Order information) previously labeled the ‘Email Delivered’ event as ‘Email Opened’. This event happens a few seconds after ‘Email Sent’ event, which incorrectly created the impression that end-users had opened and viewed the order email right after it was sent. We have fixed this for new and previous orders so the event will be correctly labeled as ‘Email Delivered’ in the Truv Dashboard. This issue did not impact Encompass since there was no corresponding event in the Encompass order Timeline
• Dashboard bug fixes:
  • Fixed a rare issue where new orders would show up as created 1 day in the future. Now all orders should show up in the correct date based on the users timezone.
  • Fixed a small inconsistency between the default order SMS text that was shown in Dashboard → Templates compared to what was actually sent. These are now aligned.
  • Fixed a display issue in the Dashboard → Reporting → Created Orders / Conversion Rate graph, where dates outside the filter dates were displayed. Now graph displayed dates should match filtered dates explicitly.

• UI Design system change fully rolled out in Truv Dashboard: As a follow-up to the work completed earlier in November, we have finished rolling out the standardized design system in the Truv Dashboard. As a reminder, this will create a standardized User Interface and reduce variation that can cause confusion for users. Since the last release, there has been standardization of the following components across the Dashboard: tables, pages, menus, headers, indicators, no results states, accordions, key numbers, informational tables, company lists and code blocks.

• To increase transparency into conversion, we added a ‘Login successful’ step on the Funnel chart in the Home → Reporting **tab of the dashboard. This allows clients who use Truv via both Orders and Embedded flows to see the count, conversion and drop-off associated with this step.
• We added an ‘Export CSV’ button on the Home → Team Performance tab in the Truv Dashboard to allow users to download the current table as a csv file. This allows users to use the presented data for operations optimization and training efforts.
• In the Truv Dashboard → Orders tab, we always showed the option to ‘Download all PDFs’ for a completed order regardless of how many files were available for download. To eliminate confusion around what documents are available, in cases where there is only one PDF file available we removed this option and only show the download link for the file.
• For clients using the Truv Embedded workflow, we have improved the formatting of the results returned in the Activity → Users tab. Clicking into a User row will now show:
  • a submenu on the side to organize the task details and information
  • a dropdown list on the top right (shown with three dots ”…”) to allow download of all available documents
  • consolidated user information and task details at the bottom of the page

• We added support for Single Sign-on (SSO) to the Truv Dashboard using a Microsoft account. Once you navigate to Truv.com and click Log in, an option to ‘Continue with Microsoft Account’ should appear as a sign in method.

• To better enable clients to optimize Order Manager performance, we created a dedicated Team Performance tab under the Dashboard Home menu. This tab shows orders created, orders completed and completion rate for active Order Managers, with a leader podium for the top 3 performers by created orders. Additionally, the leaderboard highlights the logged in user’s place so they can see where they stack up against peers. This is made available for all roles in Truv dashboard including Owners, Admins, Developer and Order Managers.
• For clients who utilize Truv in both point-of-sale (POS) and loan origination system (LOS) OR implemented Truv’s embedded solution and utilize Order workflow.
  • We have added an enhancement to streamline consumption of performance data that is shown on the Home (Reporting) tab in the dashboard, we now automatically pre-select a filter value for ‘Embedded’ or ‘Orders’ depending on consumption.
  • For order clients for the Completed order turnaround time chart (for Orders only), we preselect the notification method with more created orders (Email and SMS, Email Only, SMS Only).
• To improve ease of navigation within the Dashboard, we show a small arrow icon next to menu items that have submenus. Clicking the menu item, will expand the submenu, clicking again will collapse the submenu.
• Previously, we limited webhook creation in the Truv Dashboard to 10 across all environments. This limit has now been increased to 100 webhooks. Accessible to Owners, Administrators and Developers, by logging in to the dashboard and navigating to the Webhooks menu item under Development.
• Add transactions with a ‘Generic error’ to the Truv Dashboard → Tasks tab in the dashboard and a corresponding filter option, which were both previously missing.
• For clients with embedded implementation or using Truv via point-of-sale integrations. We’ve added a enhancements to include all completed tasks to the Truv Dashboard →Users tab in the Truv Dashboard. Previously this tab just showed the most recent successful task for a user, but now it show all successful tasks as unique rows
• For clients using products type: Verification of Assets (VOA), Paycheck linked loans (PLL), and Direct deposit switch (DDS) we were previously missing report details for transactions on the Truv Dashboard → Users tab in the Truv Dashboard. These have now been added for past and future transactions. When clicking into a user row, the reports should automatically appear and be downloadable via the ‘Download report’ button under the product name.
• We updated the ‘Last 28 days’ filter option to ‘Last 30 days’ across the Truv Dashboard to align it closer to one month of data.

• In Truv templates, for the Income and Employment (VOIE) product we added the option to configure the number of Year-end paystubs that should be retrieved. Previously we would always try to return the year-end paystub for the last 3 years, but now lenders can reduce the number. For Owners or Admins, navigate to Templates and check Returned documents on any Income and Employment template.

• The Benchmark tab within Truv Dashboard → Home Reporting, displaying client conversion rates compared against benchmarks, has been enhanced. Currently in Reporting you can now see the top 20 industries for your traffic against aggregated benchmarks with other Truv Mortgage Clients to provide more insight into your traffic and success rates.

• We’ve expanded the configuration available in Truv templates to allow users to hide/show the ‘Deposit data’ and ‘Historical pay period summary’ sections of the Borrower Report.
• For the Verification of Assets product, we’ve added the option for users to configure the number of days of transaction history requested in templates.
• To simplify document management and reduce repetitive tasks, we’ve added an option in dashboard orders to ‘Download all PDFs’. This will download a zipped file that contains all the order documents. The file name has applicant name, order ID and download date.

• In orders with multiple employers, we now return the Borrower Report and GSE Report ID once we have received at least one completed employer verification. As additional employers are completed we update the PDF report and Report ID to reflect the additional data. Previously this was only available once all verifications were completed.
• We resolved a bug where the ‘Download PDF’ button was visible despite no files being available for download.
• For Verification of Income and Employment orders that are refreshed in the dashboard, we now preselect the ‘Employment’ option, to make pre-closing reverifications of employment easier for lenders.
• We’ve updated our dashboard and PDF reports to correctly classify Social Security Benefits as benefits and not employments.

• The Orders page filtering has been updated. Now, with the “Created by” filter, users can filter the results by users who were declined or had their access revoked.
• Order managers (OM) now have access to the Home page (aka Native reporting charts) where they can view metrics regarding order volume, conversion rate, turnaround times (TAT), and error histograms.
• We added a warning after 30 minutes of inactivity in the Truv Dashboard. Users can now press a confirmation button to extend their session and avoid an automatic logout.
• For orders workflow we’ve added a histogram with order turnaround time (TAT), which can be viewed by order notification method (Email and SMS, Email, SMS).
• Export functionality for reporting: users can now download any native report from the dashboard to a CSV file, allowing for easy data filtering and one-click export.
• Partial order canceling: now, after placing an order, one or more selected employers can be canceled for a borrower without canceling the entire order, providing greater flexibility in functionality.
• We’ve introduced the option to obtain the borrower report with the latest task details for users. Now, users can access the download button on Truv Users -> User page for this purpose.
• Templates update: users can now customize all returned documents for payroll income and employment, selecting the most recent paystub from the last 6 and obtaining any of 3 years for W2 form, to reduce unnecessary data retrieval.

• As we scale to more clients, lenders, we know we need to cater to more customization to meet your needs. To this end we have added the customization via Truv Dashboard → Templates. You can customize the product name changing default “Auto pay” value by accessing the Branding tab and utilizing the Paycheck linked loans (PLL) section.
• Resend feature now available for all canceled orders, expired orders and orders with errors. With re-send functionality, clients are able to easily populate Orders with borrowers information based on the prior orders that was in STATUS: COMPLETED, EXPIRED OR ERRORS. LO’s and LOA’s can now easily populate the orders, edit or update any order details and send in 1 click.
• We noticed the issue with our invoice functionality. We heard your feedback and made enhancements across all clients who encountered issues.
• Enabled the ability to copy short order links directly from the dashboard, enhancing user safety and convenience when sharing order details. This feature is also available in Encompass.

• New Help Center is live!
• Released usage reports in the dashboard, allowing clients to access monthly usage reports effortlessly.
• Refined the demo experience by aligning UX guides closer with Truv’s product offerings, making it easier to navigate and integrate products.
• Optimized the reporting for the order manager performance, which will help lenders to better manage and track the performance of their teams.
• Incorporated new product types in PDF reports to reflect the wide range of services we offer accurately.

We’ve been hard at work over the past few weeks, focusing on enhancing our product to better serve your needs. Here are the key updates we’re excited to share with you:

• Enhanced search functionality on the dashboard, allowing you to find provider information more easily.
• Updated product selectors to include an assets product type, enabling more comprehensive order and template creation.
• Implemented error display for Encompass orders when notifications fail to send, improving communication and troubleshooting.
• Enabled the ability to download VOA PDFs directly from the dashboard, streamlining the documentation process.
• Streamlined support with added search and filter capabilities, making it easier for you to view and manage your tickets.

Our commitment to elevating your experience extends to our support ticket system. Users are able to report missing data and incorrect information now. We’ve streamlined the process with a user-friendly dropdown menu that allows users to select the product, providing specific reporting options. In addition, there’s a new section where users can view available resources.

In our quest for user-friendly interactions, we’ve replaced the automatic logout after five minutes of inactivity with an informative modal. Now, a clear notification informs them of their session timeout, which prompts them to log in again. This update reduces confusion and improves transparency in your Truv dashboard experience.

Truv lives and breathes customer feedback. We are constantly updating our platform to provide a better experience to consumers and to our clients. In order to streamline the feedback loop, we’ve created a support ticket functionality in the Truv dashboard. Clients can now create, track, and reply to tickets directly in the dashboard.

We hope this addition allows us to better serve you! Submit a ticket here

Underwriters using the Truv dashboard need to find information quickly so that they can do their jobs effectively. In order to make navigating Truv webhook information easier, we’ve added the ability to search and filter results.

• Clients will be able to search by bridge token and filter by date and status.
• The search and filter feature will allow clients to more effectively use the Truv dashboard to underwrite loans.
• Try out webhook filters here

Truv has the best overall coverage and conversion in the industry, but we realize its important for you to see and measure the results of our claims. To achieve this goal and help you realize the impact Truv is having on your business, we’ve redesigned the reporting metrics you see on the home screen to give you a better sense of your Truv usage.

• The new design includes updated charts and the ability to filter by period, sub companies, product types, and flow.
• The new charts show data points for unique users, order status, conversion rates, funnel analysis, error distribution, and benchmark charts.
• This new design will help users measure the impact Truv has on lending.
• View Reporting Page

Truv customers work fast and efficiently while underwriting loans. To prevent potential errors in the underwriting process, Truv has made the order tracking number a unique field.

• If a user tries to create an order using an existing tracking number, Truv will prompt the user to select a new number.
• If a user is creating a new order for an existing applicant, then Truv will allow the user to continue using the same tracking number.

This adjustment will help underwriters work faster without worrying about duplicating important fields.

Accessing the Truv dashboard is a fundamental part of most workflows for our customers to kick-off individual orders, access verified data, see analytics, and other key business outcomes. Several of Truv’s customers have asked for single sign-on support within the Truv dashboard to enable all of their team members with seamless access.

We’re happy to announce that Truv is now able to support single sign-on integrations for accessing the Truv dashboard as a paid and premium feature. To enable this for your organization, feel free to reach out your Truv customer success representative today. Reach out to Truv today

Providing a trustworthy experience to applicant’s creates higher conversion rates. In order to increase applicant trust, we now give Truv customers the ability to leverage their own Twilio keys.

• Previously order text mesages sent from Truv were sent via a separate Truv phone number.
• This change allows lenders to leverage their phone numbers so that the applicant is being sent information and requests via different sources.
• This will help lenders increase conversion rates and drive more trust in the application process.

Truv customers need to easily find data during their underwriting process to maintain efficiency and reduce wasted effort. In support of this, we’ve updated the logs in our dashboard to now include webhooks.

When opening the log, users will see API events and webhook events. Clicking on a webhook log will give users access to the event that is using the webhook, header information, and body information. This dashboard adjustment will make it easier for users to find webhook information and should help them work more efficiently.

We’ve added Link ID to the Tasks tab of the Truv Dashboard. This provides users with a higher level view of the tasks and workflows.

We’ve added the capability to upload rectangular customization logos along with the original square logos for a more cohesive experience. We’ve also made action buttons more prominent at the top of the page.

We’ve added 10+ new test case credentials for our insurance products  into the Truv sandbox. This allows users to test all flows for Truv’s insurance functionality.

Feedback survey: At the bottom of the Truv documentation, you can provide feedback and let us know any issues you’re experiencing. Your feedback makes Truv better—let us know what you think!

UX Guides: We added UX guides to Truv Dashboard. These showcase the end to end experience of Truv implementation using various clients and platforms. These guides help users set up their own integrations and leverage Truv in different areas.

Field Masks: We’ve added security masks to the following fields, Account number, Social Security Number, and Date of Birth across Truv Dashboard. These provide a additional layer of privacy for sensitive information.

Templates Update: For existing templates, We are not allowing product names to be changed in the templates once created. We recommend creating new templates for product or combination of products.

Feedback survey: Provide feedback at the bottom of the Truv dashboard and let us know about your experience! Your feedback makes Truv better!

Tasks & User Table Updates: We added three new filters, product type, data source, and data providers. Uncover insights about your users and any related tasks. We’ve also added data sources and data providers into the table view as columns.

Teams Page Update: We’ve added an All tab to the Team search page. This lets owners and admin manage user access to the Truv dashboard.

Enable/Disable Fields: We’ve added the ability to enable or disable fields in Truv. When disabled, fields such as income and employment data fields aren’t overridden. This applies to all fields and can either be toggled on or off.

We’ve added feedback functionality in our Truv Dashboard experience. You can provide feedback to us quickly and directly.

We’ve improved pull-through rates for the payroll providers below. This applies to any employer with these payroll providers. Data quality is critical to our clients, so they can underwrite with confidence.

• ADP
• Paycom
• Paychex
• Oracle
• Intuit
• Workday

We’ve optimized support for multi-factor authentication (MFA) and similar processes. In addition, Truv now supports Uber integration with Apple ID.

• Google Captcha
• QR codes
• Other MFA flows

We’ve added a net new provider to the supported integrations – Doculivery.

We’ve added Customization Templates to our products. These provide options to create individual templates for customizing product texts, settings, and designs. They work throughout each Truv product and workflow.

You can now customize email or SMS text for notifications from Truv with Customization templates. These also allow you to create separate customization options for different products.

We have recently updated the navigation bar in the Truv Dashboard to be more intuitive and optimized for usage based on user roles. Additionally, we have updated the color scheme to a darker shade to provide a prettier design. The availability of certain menu options differ by user role.

Here is an example of what an Owner or Admin role would see:

Some highlights:

• The “Reports” menu item is now only available in the production environment. While you are in Sandbox mode, this menu item will be suppressed
• Emulator is atop the menu list and easily accessible so you can quickly play around with the Truv Bridge and see what the Truv experience looks like
• There is a new section for Customization:
  • The Account menu item corresponds to global/universal product settings for orders and/or the Truv Bridge
  • The Templates menu item allows you to create customization templates specific to individual product types
  • The Data menu item allows you to customize individual data fields that are returned in the response from data providers.

For Dashboard pages with tables (e.g. Orders and Users pages), we have improved the user experience for zoomed-in views. Previously, the search bar would overtake some column filters when the screen was zoomed in. Now, we show a single button to access all filters when the screen is zoomed in.

In the dashboard, under the Support function, we have added the ability to see the contents of a support conversation. If you click on any individual ticket line item, you will now see the entire conversation history for that ticket.

For new users who do not have an account set up with Truv, we have removed the Sign-Up flow from the login page for dashboard.truv.com. To get access to Truv, all users must either be invited by an internal company admin, invited by a Truv employee, or submit a request for a demo or API keys via www.truv.com.

For users who are enabled for Orders flow, they will see Order Settings under the Settings menu within the dashboard; if you are not enabled for Orders flow, you will see Bridge Settings there.

Formerly, these settings were all nested within the Emulator under Playground. The only universal settings that still remain within Emulator are Branding settings.

Support tickets now visible in Dashboard: there is a new menu item for Support tickets in the Dashboard which will show you all open and resolved support tickets for your company.

Email notifications when the user signs up: Added additional notifications our dashboard product so users can be more informed on the access status. Key notifications include:

• New member sign up – notification is sent to the owner
• Notification to the user if access was declined

Multiple webhooks support: Support was added for multiple webhooks in the developer section

Best practices workflow: Truv has introduced Best practices workflow section in the Playground where we show sample user experiences on how to embed the Truv products within your workflow and application for optimized conversion rates. This is a good reference for our clients as they plan out their integration of Truv’s solution.