TVP Documentation and Training
User guides and walkthroughs for TVP can be found here. These guides are for Managers, Administrators, Supervisors, and Originators users types.
Each time you login to TVP, the top right of the page will display your username and account type, i.e., Manager, Administrator, etc. Viewing and ...
Mon, 20 Feb, 2023 at 2:50 PM
Only Manager user types have access to the TVP Help Center. This Help Center is targeted towards Providers, with articles related to the entirety of the TVP...
Mon, 20 Feb, 2023 at 3:10 PM
Refresh Icon The Refresh icon will update the dashboard for order counts when applied. This will include updated figures for New Orders, Batch Management, ...
Mon, 20 Feb, 2023 at 3:03 PM
The TVP dashboard now incorporates all features and functionality from the legacy TRV Provider application, so Managers can process orders without ever havi...
Tue, 24 Sep, 2024 at 12:27 PM
The Orders section will be the main page where users can view the orders within their scope. The table will display Reference Number, Client (name of the cl...
Mon, 20 Feb, 2023 at 3:06 PM
To place a new order, select New Order from the navigation menu on the left. If the user is associated with multiple branches, the user will need ...
Mon, 20 Feb, 2023 at 3:09 PM
You and your clients can use the TVP system to place IRS tax transcript requests using the SignEasy eSignature feature. When users place orders in the syste...
Wed, 22 Feb, 2023 at 10:41 AM
eSignatures can be requested from borrowers and co-borrowers during the order creation process if the client has that setting enabled. To learn more about h...
Tue, 24 Sep, 2024 at 12:36 PM
When you send forms for signing to the borrower, the borrower is sent an E-Signature Request where the borrower will need to select the Sign here link. ...
Wed, 22 Feb, 2023 at 10:40 AM
The SharperLending TRV product (Tax Return Verification) enables you to order tax transcripts easily and efficiently. You can request personal or business t...
Tue, 7 Mar, 2023 at 10:07 AM