Byte Integration With Truv: Overview

Well, hi everyone. We're going to walk through the new integration between Byte and TRUV for Income and Employment verification. To get started, let's go up to Interfaces, then Verifications. Or you can use a quick jump button. If you have one of those set up for verifications, then click the True button. To launch the interface, select which type you want to run. If you select the Income, it will actually run both. You can run multiple employers at the same time if you have them, just check the boxes that appear next to each one. To switch to the co borrowers, go up here and select the drop down. You can click Submit when you're ready to run the verifications. Once the emails have been sent to the borrower, you can click the Status button which will update to show sent. Here's a quick look at the Byte defaults for truv. This is where you can set up the verifications to run automatically based on status if you want to. For example, you can you can automatically run Income when the status is changed to in Processing Status and automatically run Employment at Clear to close. Here's an example of the Borrower email. These use templates that can be customized in the TRUV Dashboard, but Byte admins can choose different templates within Byte for different organizations if they want. For example, if a specific branch wants to have a different template, you can easily define which troop template you want for which branch and your Byte Security Manager settings. Once the borrower completes their portion, click the status to see the completed update. From here, you can easily copy Employer and Income details right into the erla. Byte will also tell you what the calculations were based on, since True sends back a ton of data points. The calculation methodology is also displayed in the ERLA Income section. Once you've run verification, you can easily add other employers or other income re, verify or cancel an open request. TRUV will push all the supporting documentation into the Byte document storage automatically. For a more detailed walkthrough, please contact your TRUV representative or the Byte technical support team. Have a great day.