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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.

Efficient Verification

Quickly verify employment and income details during the application stage

Reliable Data

Accurate information and payroll documents sourced directly from trusted accounts

Ongoing Monitoring

Connected accounts monitored continuously. Updated reports generated throughout the loan process.

No Code Required

One-time admin configuration. No development work needed.

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How it works

1

Borrower connects payroll

During the pre-application stage, borrowers are prompted to connect their payroll accounts and share income and employment information through Truv.
2

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.
3

Ongoing monitoring

Connected accounts are continuously monitored for new payroll documents, enabling updated verification reports throughout the mortgage origination process.

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Go Live with Truv in Floify

1

Contact Floify Customer Success

Confirm your one-time admin setup with the Floify team.
2

Enable Truv in Floify

Activate the integration using the setup steps below.
3

Configure Templates

Set up verification templates in the Truv Dashboard for branding and document delivery.
4

Test in Sandbox

Test the integration in Sandbox mode to validate the borrower flow.
5

Go Live

Obtain production access and configure DU (Desktop Underwriter) and LPA (Loan Product Advisor) system submissions.

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Floify Setup Guide

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Company Dashboard

Step 1: Go to the Company Dashboard and select Company Settings. Company Dashboard Step 2: Click the Integrations tab. Integrations Tab Step 3: Locate the Truv Integration section and choose Edit Truv Integration. Edit Truv Integration Step 4: Check the box to Enable Verification of Employment and Income (VOE/I) through Truv. Enable VOE/I checkbox Step 5: Input the Client ID and Access Secret (Production Key) from your Truv Dashboard. Enter Client ID and Production Key

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Team Dashboard

Step 1: Navigate to the Team Dashboard and select Team Settings. Team Settings Step 2: Go to Apply Now → Edit Apply Now General Settings. Apply Now Settings Step 3: Check the box to enable Verification of Employment and Income (VOE/I). Enable VOE/I in Team Dashboard Step 4: Choose Truv from the dropdown menu and click Save. Select Truv and Save

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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.

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Next steps

POS Integrations

View all POS integration options

Sandbox Testing

Test your integration in sandbox

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Support

Truv Support

support@truv.com

Floify Support

Contact Floify customer success for platform-specific issues