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BYTE Software integrates effortlessly with Truv to provide fast, efficient income and employment verifications. Streamline your verification process in just a few steps, all within your loan origination platform.

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Key Benefits

  • Seamless Integration — Direct integration enabling smooth transition from loan origination to verification
  • Fast and Accurate Verifications — Automate income and employment verifications with quick turnaround
  • Efficient Workflow — Keep the entire verification process within BYTE Software
  • Customization Options — White-labeling and workflow customization available via Truv Dashboard Templates
  • Minimized Change Management — Ready-to-use solution reducing IT burden

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How it works

1

Application submission

The operations team initiates the loan application through BYTE Software.
2

Request verification

Navigate to the Truv section within BYTE and select the verification type.
3

Borrower notification

Borrowers receive email and text notifications with a customized experience powered by Truv Dashboard Templates.
4

Automated data retrieval

Truv retrieves income and employment data and automatically populates it in BYTE Software.

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Enabling the Integration

Step 1: Log in to BYTE Software and navigate to the Settings menu. Locate Truv Integration and select it. Step 2: Retrieve your credentials from the Truv Dashboard under API Keys. Truv Dashboard — API Keys Step 3: Enter credentials in BYTE Software:
  • API Key for Testing → paste your Truv Client ID
  • Client Secret ID → paste your Truv Sandbox Secret (starts with sandbox-…)
  • For production: add your Production Secret (starts with prod-…) to Client Secret ID and your Client ID to API Key for Production
Client ID and Secret configuration in BYTE Step 4: Save the settings and confirm the integration is enabled.

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Order Verifications

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Auto-Run

Configure BYTE to automatically trigger verifications when loan conditions are met. Step 1: Open a loan application and navigate to Interfaces → Verifications. Interfaces — Verifications section in BYTE Step 2: Select Truv as the provider, then click Defaults. Select Truv as provider Step 3: Set the Auto-Run conditions: Auto-Run Defaults configuration
  • Auto Start Product Type: Income for full Income and Employment verification
  • Auto Start Reverify Product Type: Employment for Employment-only or 10-day PCV
Step 4: Configure loan status triggers: Auto-Run conditions setup Loan status trigger configuration
  • In Processing — triggers the initial verification
  • Clear to Close — triggers re-verification / 10-day PCV

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Manual Ordering

Step 1: Open the loan application and navigate to Interfaces → Verifications. Select Truv as the provider. Select Truv for manual ordering Step 2: Select the borrower or co-borrower from the dropdown and fill in applicant information. Input applicant information Step 3: Set the Product Type: Income for Income and Employment verification, or Employment for Employment-only / 10-day PCV. Product type selection Step 4: Review the employer list. All employers from the loan application are listed with current employment status. Select or deselect as needed. If the order is Pending, the Cancel or Add Employer / Other Income buttons are available. Click Submit to place the order. Employer selection and order status

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Retrieve Reports and Documents

Once verification is complete:
  1. Access the Completed Verifications section in the loan application
  2. View verification details and download reports with detailed income and employment information
  3. Attach reports directly to the loan application for underwriting access

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Video Overview

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Next steps

LOS Integrations

View all LOS integration options

Sandbox Testing

Test your integration in sandbox

Contact Support

support@truv.com