Smart Outreach
Truework Smart Outreach can verify income and employment for 95% of consumers in the US by leveraging our intelligent routing system, ensuring the fastest turnaround times possible, even for hard-to-reach employers, with half of all requests complete in less than 24 hours.
Using Smart Outreach saves verifiers up to an hour of time for every non-instant verification, all while ensuring comprehensive fraud prevention. Powered by a growing database of over 150,000 employers, each verification is automatically directed to the fastest route possible based on historical completion data from millions of verifications. If a request cannot be automated, hands on support is provided to handle the verification through completion. Each verification goes through a comprehensive quality control process to ensure accuracy, and if not completed, your team will never be charged for the request.
While Truework Smart Outreach covers verifications beyond the Instant and Credentials networks, it is recommended to use all three methods in your workflow to provide the best end-to-end coverage for use cases, such as:
- Mortgage
- Auto loans
- Tenant screening
- Background checks
- Consumer lending
Getting started on your implementation is quick, easy, and, best of all, self-serve! All you need to do is create a Truework Account, and generate an API key to use the Truework Sandbox. When you are ready to move to Production simply reach out to implementations@truework.com. Now, let’s get started!
As a best practice, create an API service account (e.g. truework@yourcompany.com
) for your organization to manage your integration from one central dashboard.
How to implement
Integrating with Truework Smart Outreach is quick and easy, only requiring a few steps to send out your first verification! As a reminder, you will need to create a Truework Account, and generate an API key for the Truework Sandbox in order to begin development.
There are two steps required to initialize Smart Outreach:
Step 1: Create an order
Create an order using Smart Outreach. To do so, simply create a target employer order, and use the request_config
field to enable the Smart Outreach verification method.
Step 2: Obtain results
Obtain the results of the request by listening for an order.completed
webhook indicating that the request has reached a completed state, and then retrieve the order to view the reports.
90% of verifications executed through Smart Outreach get completed within 3 days or less, with 50% completed within 24 hours.
Webhooks
Webhooks are generated when requests transition between different states. Smart Outreach requests may generate one of four webhooks, corresponding to the three possible terminal states, and the processing
state:
processing
(verification is currently being worked on)action-required
(verification requires additional information to continue processing)completed
(verification was successfully completed)canceled
(verification was unable to be completed)
Smart Outreach requests can go through the following state transition flows:
processing
tocompleted
processing
tocanceled
processing
toaction-required
, then tocompleted
orcanceled
In the case of action-required
, provide Truework with the additional information needed via the dashboard to complete the verification. Action required states don’t occur often, but when they do it’s because additional information is needed regarding the employer, such as franchise or branch location.
Terminal states
Within the Smart Outreach workflow, there are two terminal states that may occur: completed
or canceled
.
Conclusion
That’s it! You’re ready to implement Truework Smart Outreach to power your workflows. Head over to the Truework Sandbox and get started! With these tips you should be able to get up and running in less than a day.
Need some help? Not a problem, our team is here to help: Get help.