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  3. Creating & Managing Orders

Order status update emails

Truv sends email notifications to team members when the order status is updated. Default roles can be customized and additional emails can be added during order creation.

By default, Truv will send a status update email to the Order Manager and any additional email addresses that are specified during order creation in the status updates field (Truv Dashboard and Encompass) or cc_emails field (Create an Order API).

Additionally, within the Truv Dashboard under the Settings - Company tab, there is an "Email address for status updates or notifications" field. Any email address entered here will also receive status update emails. 

Lastly, mortgage lenders who use a loan origination system (LOS), such as Encompass, to create orders can automatically add the Loan Processor or Loan Originator on the loan file to the status update notifications. Reach out to Customer Success for help enabling these roles to be notified by default for status updates. Default roles will be included for status update emails whether the order is created manually or automatically via ASO (Encompass only). 

Below is an example of a status update email that is sent when there has been an update on the order.