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Truework Launches the First Income and Employment Verification API

Written by

Truework Staff

Published on

17 Apr 2020

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We're excited to announce the release of Truework's new verifier experience.

Over the past two years, we've had dozens of conversations with our verifier customers (e.g. lenders, employers, and background check processors) to learn more about how we can continue improving the experience of managing verification requests with Truework. Recently we've been transforming these learnings into product features, and now after weeks of great work from the team, we are excited to announce the launch of the new verifier experience.

Through these conversations, we started seeing patterns that led us to identify three main pain points that were negatively affecting users. First off, verifiers were having a hard time understanding the current status of a pending request. Second, they were unsure how long a given request was expected to take. Lastly, cancellations were not a seamless experience and users were having trouble managing high-volume loads of simultaneous requests.

Based on these discoveries, we've reimagined the verifier experience with a few key goals in mind.

  1. We want to improve transparency around each request, providing more visibility into the request lifecycle and setting clearer expectations with our verifier users.
  2. We're looking to increase the number of actions a verifier can perform on the platform without help from our customer support team.
  3. We want to make the overall experience more friendly and easy to use.

In the new workflow, we've rebuilt everything from scratch including the dashboard, request details, and the cancellation experience. It's now easier than ever to submit, manage and track all of your verification requests on Truework. Here's how-

How It Works

When you sign in, you'll instantly see all your ongoing requests on your dashboard. Any actions you can take to speed up your requests will be called out directly in the Truework UI.

Truework dashboard showing pending verification requests, request statuses, verification metrics, and a prompt to start a new request.

Truework’s dashboard helps teams monitor pending requests, track verification performance, and start new verifications.

Ongoing Requests

When you click into any request, you will now see the estimated completion time for this employer, where we are in the verification process as well as any status updates communicating actions we've taken thus far to process that request.

Truework verification request page for John Steinback showing an action-needed status, request timeline, and status updates.

Truework’s request detail view helps teams identify action-needed verifications and track progress toward completion.

If a request is currently blocked because of missing information, we'll tell you exactly what's missing so you can complete the request asap.

Truework verification request page with a “Need More Information” modal asking the user to provide additional details.

Truework lets teams request additional information when a verification needs more detail to move forward.

Cancellations can now be made directly on the request page.

Truework verification request page with a cancellation confirmation modal asking the user to select a cancellation reason.

Truework provides a cancellation flow so teams can document why a verification request is being canceled.

To help improve the overall experience for our verifier users, we've created a new summary page outlining all the information we have associated with any given request.

Truework verification request page for John Steinback showing the request review tab with request details, employee information, and a note that the applicant was sent an email.

Truework’s request review view helps teams confirm verification details and track applicant outreach.

Completed Requests

Once we complete a request, you can view details of the completed request as well as download a PDF report for your records.

Truework verification request page for Patrick Hillstrom showing a completed employment verification with request, employee, and employment details.

Truework verification request page for Patrick Hillstrom showing a completed employment verification with request, employee, and employment details.

We've added a "Receipt" tab on the navigation bar to make any invoice easily visible.

Image of Truework backend profile data

Image of Truework backend profile data

We've added increased functionality that lets users search for specific past requests as well as filter for current requests by status.

Image of Truework backend profile data

Truework’s requests dashboard helps teams track verification status across multiple applicants and employers.

Read how we help companies verify faster and how Truework Teams allows hundreds of organizations to manage verifications and team members for all of our customers that continue to provide us invaluable feedback, thank you.

We can't wait to hear what you think.

Reach out to the team at Truework for more information.

Ready to modernize your income verification process?