Add Another Account Feature: Client Flexibility Mid-Verification for Home Lending

What’s new?

Truv has enhanced the order landing page to allow clients to add additional income sources or financial accounts in real time — without restarting the verification process or requiring a new request.

How does the updated workflow work?

• Clients access a pre-populated landing page that reflects income sources already shared with the caseworker.

• During the same session, they can select “Add Another Account” to connect additional employers, payroll providers, or financial accounts.

• If more information is needed later, clients can return to the same landing page — no new link required — to review previously connected accounts and add new ones as needed.

When would this feature typically be used?

This enhancement is especially helpful when:

• A client has multiple employers or supplemental income.

• A pre-filled employer is no longer active.

• Additional income is disclosed after verification has begun.

• Income is deposited into a secondary bank account.

Does the client need a new link if additional income is discovered later?

No. Clients can return to the same landing page to add more accounts, eliminating the need for reissued requests.

How does this benefit agencies?

• More complete income data upfront

• Fewer documentation holds

• Reduced administrative back-and-forth

• Greater client transparency and control

Why is this important for eligibility determinations?

Verification delays can slow access to critical benefits. By allowing clients to update or expand their income information in real time, agencies can move cases forward more efficiently while maintaining accuracy and compliance.

Is this feature available now?

Yes. The “Add Another Account” feature is available to all Truv public sector customers. Please contact your Customer Success Manager to learn how to enable or optimize this workflow for your agency.