When a borrower connects their account through Truv, key employment and asset data flows automatically from nCino into Encompass, streamlining the loan process and reducing manual entry.
Employment Fields Transferred to Encompass
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Name, Address, Phone
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Position or Title, Start Date
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Duration in Job (Years and Months)
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Income Details: Base, Overtime, Bonus, Commission, Military Entitlements, Other, Total, Current Annual Income, Adjusted Annual Income
Asset Fields Transferred to Encompass
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Account Type (e.g., Checking, Savings, Retirement)
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Account Holder Name and Masked Account Number
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Cash or Market Value
This integration ensures accurate, real-time financial data is delivered directly into your LOS system with minimal effort.