Create a new asset report from the loan’s existing VOA connections—no borrower action required. You can include only selected accounts and choose how many days of transactions to pull.
Steps :
-
Locate order
Open the loan, go to Services, and open the existing Truv VOA order. -
Actions → Ellipsis (⋯) → Generate new report
This starts a new report using the current connections. -
Select accounts
Check the accounts you want included in the refresh report. -
Enter days / date range
Specify the number of days (or range) of transactions to include for the refresh report. -
Confirm & generate
Review selections and submit to generate the report. -
Report auto‑generates