Put homeowners insurance in the borrower portal.
Borrowers compare homeowners quotes next to their other loan conditions. Truvo's licensed team places the policy and gets proof of insurance to the lender.
Become a partner
Carrier and product availability varies by state and customer.
Insurance is the last open condition before closing.
- Application
- Conditional approval
- Homeowners insurance
With TruvoBorrowers compare quotes in the portal, and a licensed agent finishes the policy before the lender asks.
- Clear to close
- Funding
Clear the condition early
Borrowers see homeowners quotes at conditional approval, not the week before closing.
Earn on every loan
A fixed fee for each borrower who requests a quote, paid monthly.
Keep insurance off your desk
Truvo's licensed team compares carriers, answers coverage questions, and sends the binder to the lender and the title company.
Know which borrowers are covered.
Every borrower you refer shows up with a live status, from the first click to the bound policy.
- Link clicks
- 184
- Quote requests
- 63
- Quotes
- 58
- Policies purchased
- 27
| Customer | Line | State | Status |
|---|---|---|---|
| Jamie O. | Home + Auto | TX | Connected |
| Marcus L. | Home | TX | Bound |
| Dana K. | Home | TX | Quoted |
| Sam R. | Home | TX | Awaiting quote |
Frequently asked questions
When should a borrower get a homeowners quote?
At conditional approval, or as soon as the property is under contract. Quotes take minutes, so the policy is ready before the lender asks for proof.
Can Truvo send proof of insurance to the lender?
Yes. Once the borrower chooses a policy, Truvo sends the binder with your mortgagee clause to the lender and the title company.
Does this work with our loan origination system?
Yes. Put the link in your borrower checklist or emails, or add the quote card to your borrower portal. Setup guides cover Encompass and Total Expert.
Can servicers use it at renewal?
Yes. Show the quote card with the escrow analysis or the renewal notice, so borrowers can compare before the premium goes up.
Can borrowers bundle home and auto?
Yes. Truvo quotes home and auto together, and adds umbrella and flood when the property needs them.
Does the fee depend on the policy?
No. The fee is a fixed amount for each qualified lead. It never depends on whether the borrower buys a policy or on the premium.
Do we need an insurance license?
No. You make the introduction. Truvo's licensed team quotes, advises, and places the policy.
How are referral fees paid?
Monthly, by bank transfer through Stripe, for every qualified lead in the month before.
How do we join the program?
Submit your business details for review. After approval, you can share a referral link or phone number, or set up an integration.