What are the initial steps for setting up Truv in Blue Sage?

Setup is a one-time process.

You must:

1. Add Truv as an authorized verification provider in Vendor Services.
2. Configure your team's access and set default template preferences.
3. Enable appropriate permissions for Loan Officers and processors to create and manage orders.
4. Work with your Truv Customer Success Manager to test the configuration in a sandbox environment.