Truv is an Open Finance Platform for Lending. Currently Truv partners with lenders, banks, credit unions(CU’s) and helps with income, employment, asset and insurance verification. We also help Banks, FI and CU on Direct deposit switching and more.
Truv Use cases include but not limited to
- Mortgage lending,
- Home Equity & HELOC,
- Consumer Lending,
- Auto Lending,
- Tenant screening and more
CASE STUDY
Typically lenders/clients need to have a contract in place so their operations team is able to get income, employment, asset, insurance verification with Truv.
We recently launched a new workflow so any brokers and loan officers could place orders directly with Truv and pay using their card per verification, essentially pay-as-you-go or a pay per transaction kind of a modal.
The brokers and loan officer can access this workflow in one of 2 ways - ● Truv has generated 13K SEO pages which is searchable on google (example: pages) -> click on Verify employee
- Through Truv Website
https://dashboard.truv.com/verification?company=walmart.com
OUTCOME
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You are product designer at Truv, redesign this page optimized for conversion rate and payment successes keeping the broker/loan officer experience in mind
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Identify improvements that you recommend that will improve conversion rate and payment successes
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Highlight UX and UI design improvements
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Share a prototype or design changes for this page that you recommend
DATA - Funnel so you can see some details
