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Truv Verification of Income and Employment (VOIE) can be enabled in Encompass Consumer Connect (ECC). Applicants can automatically import their income and employment data into the loan application, avoiding manual data entry. Once the application is submitted, frontline staff will have verified data, paystubs, W-2s, and a Truv VOIE report for GSE submission. As the loan approaches closing, the original verification data can be refreshed in Encompass LOS for a 10-day pre-closing verification.
If using Truv in both ECC and Encompass LOS, set up and test LOS first. See the Encompass Setup Guide.

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One-Time Setup

1

Add Truv as a Service

Open the ECC Admin site, enter your Instance ID and log in as an administrator.
  1. Click Services Management from the left sidebar
  2. Select the correct site name in the dropdown
  3. Check the box in the Employment and Income Verification Settings row Employment and Income Verification Settings checkbox
2

Enter Truv credentials

Select Truv - Verification of Income/Employment/Assets from the Provider dropdown.Select Truv from the Provider dropdownThe Client ID field in ECC requires three comma-separated values:
  1. Client ID from the Truv Dashboard API Keys page
  2. The word income (to distinguish the product type)
  3. A Template ID from Customization → Templates in the Truv Dashboard
Example: 4f11be5894534fd9a024c289ade4082a,income,46067a16e38b4b8c8c83b7fbe911b23aThe Secret can be copied directly from API Keys. After entering both fields, press Save.Truv Dashboard API Keys tabClient ID and Secret fields in ECCCompleted credential configuration
Adding income and the Template ID into the Client ID field is a requirement for ECC only. Do not add these to the Client ID field in Encompass LOS setup.
3

Add to active Loan App Workflow

  1. Navigate to the Loan App Workflows tab. Find the In Use workflow and click the edit icon. Loan App Workflows — find the In Use workflow
  2. Scroll to Services Settings, expand it, and enable VOE/VOI. Enable VOE/VOI in Services Settings VOE/VOI Authorization settings
  3. The VOE/VOI Authorization setting is mandatory when enabled. The Authorization Agreement Required setting is optional.
  4. Optionally update the header and body copy on the Employment and Income application page so borrowers understand when to use Truv versus manual entry. Employment and Income header and body text configuration
4

Customize the Truv Template

In the Truv Dashboard, open the template configured in Step 2.Settings tab:
  • Set Link expiration to 1 day
  • Set Send notifications to the end-user to disabled Template Settings tab — link expiration and notifications
Branding tab:
  • Set the Accent color to match your ECC primary button color (found in Website Builder)
  • Set the Background color to white with opacity 0.9 (R: 246, G: 246, B: 246, A: 0.9) Branding tab — Accent color configuration Branding tab — Background color configuration

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Borrower Experience Demo

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Next steps

Encompass Overview

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Contact Support

support@truv.com