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Lenders using Truv can enable AIM Check from Freddie Mac to receive an early view of Loan Product Advisor’s income assessment using digitized paystub and W-2 data from borrower-supplied documents. AIM Check is configured via Automated Service Ordering (ASO) in Encompass.
Status
AIM Check via ASOSupported
AIM Check via Manual OrderingNot yet supported
For more information on Freddie Mac AIM Check, see the Freddie Mac AIM4IUED Tutorial.

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Setup Guide

1

Contact Truv to Enable AIM Check

Notify your Truv implementation contact to enable the AIM Check solution in your Encompass instance before proceeding with the steps below.
2

Configure a Custom Field

In Encompass SmartClient, navigate to Settings > Loan Setup > Loan Custom Fields. Select an unused field — CUST01FV is used as an example throughout this guide — and configure it with the following settings:
SettingValue
DescriptionTruv aim check report availability
FormatSTRING
Max Length1000
If you use a custom field other than CUST01FV, replace it consistently in all subsequent steps.
Custom field configuration in Encompass SmartClient
3

Map the AIM Check Indicator to the Custom Field

Navigate to the Encompass admin portal and go to Services > Services Management. Find Truv - Verification of Income/Employment, click the three dots, and select Field Mapping. Add a new mapping with the following values:
SettingValue
Encompass Field IDCUST01FV
Mapping TypeMaps Between
Provider Field Nameaim_check_available
Services Management in Encompass adminField mapping configuration
4

Configure Automation Rules

In Services Management, navigate to Automation Rules > Verifications and click Add. Create a Service Order and configure the automated readiness conditions for borrower and co-borrower.Borrower:
([4000] <> "" AND [4002] <> "" AND [GSEVENDOR.X43] = "" AND [65].Length > 4 AND [CUST01FV].Contains( "," & [4000] & " " & [4002] & "," ) )
Co-Borrower:
([4004] <> "" AND [4006] <> "" AND [GSEVENDOR.X44] = "" AND [97].Length > 4 AND [CUST01FV].Contains( "," & [4004] & " " & [4006] & "," ) )
If you used a different custom field than CUST01FV in Step 2, replace it in both conditions above.
Create an Automated Option with Product Type: Income Analysis. Assign it to both the borrower and co-borrower settings, then set the Service Order to Active.Automation Rules — VerificationsVerifications rule configurationService Order configurationAutomated Options — Income Analysis
5

Configure Workflow Rules

Navigate to the Workflow Rules setup in the Encompass admin and click New Rule.Create a new workflow ruleConfigure the rule with the following settings:
TabSettingValue
Trigger EventTriggering EventService Order Fulfilled
Trigger EventService CategoryVerifications
Trigger EventProviderTruv - Verification of Income/Employment
ConditionsChannelsSelect all applicable loan channels
ResultsResulting ActionOrder Service
ResultsService RuleSelect the Service Order configured in Step 4
Triggering event configurationConditions tabResult tab — Order Service selectionSet the Workflow Rule to Active to complete setup. Once active, the AIM Check report automatically downloads to the Encompass eFolder after a Truv Verification of Income order is fulfilled for any borrower who meets the configured criteria.

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Next steps

Automated Service Ordering (ASO)

Set up initial and refresh ASO rules in Encompass

Create and Manage Orders

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

Customization

Templates, eFolder mapping, and notification settings

Contact Support

support@truv.com