Verifications

Use Verifications in Console to order payroll and banking verifications, follow their progress, and download the reports. Consumers use an invitation link to share their data through Argyle. You can also track verifications ordered through Encompass, the API, or other partner systems and download their reports in Console. Manage these orders in the system where they were placed.

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Order a verification

1. Sign in to Console, open Verifications, and select Order verification.
2. Select a Flow, if prompted. The flow determines the consumer experience and the options shown in the form.
3. Choose the reports you need. You can order income and employment, assets, or both, depending on the products enabled for your organization.

For payroll, you can optionally select the consumer’s employers. For banking, choose an Account history period using a preset or a custom start date.

4. If Send invite via is shown, choose from the available options: Email and SMS (recommended), Email only, or SMS only. The options depend on your organization’s settings.
5. Enter the consumer’s first and last name, plus the contact details required for your invitation method. Banking orders also require the consumer’s state and either their date of birth or SSN. You can optionally add a loan number for your internal reference.
6. Select Submit order, review the confirmation, and confirm the order.

For email or SMS orders, the consumer receives an invitation via the selected method. If your organization uses manual sharing, Send invite via is hidden and submitting the order generates a link without sending email or SMS. Use Copy link to share it with the consumer. You can follow each verification’s progress in Console after the consumer opens the invitation and shares their payroll or banking data.

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Find and track verifications

Switch between two views on the Verifications page:

• Consumer view groups verifications by consumer and shows the latest verification for each product.
• Verification view shows each verification as a separate row, including earlier orders for the same consumer.

Search by name, email, phone number, or loan number. Use the status tabs or Filters to narrow the list by status, report type, data source, created date, requester, or origin. For example, filter by Origin to find verifications ordered through Encompass.

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Review reports and documents

Select a consumer. The Income and employment and Assets sections show verification status, data sources, and available reports. Hover over a verification’s status to see when it was ordered and who requested it. Use the download button beside a report to open its PDF. Payroll paystubs and tax documents are also available when provided by the connected source. Doc VOI results appear alongside payroll and banking verifications. You can review available results and documents. Ordering Doc VOI verifications in Console will be made available in the future.

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Managing Console orders

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Resend an invitation or copy its link

For invitations sent by email or SMS, use Resend to send the invitation again through the original channels. Use Copy link to copy a connection invitation URL you can send directly to the consumer. These actions are available from the list or the consumer’s details when an invitation is available.

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Refresh a completed verification

Open the consumer and select Refresh in the relevant section. Choose an available report type and follow the option shown:

• Instant refresh: When the existing connection supports a refresh, generate a new report without asking the consumer to take action.
• Request updated data: If the consumer needs to reconnect, follow the prompts to request updated data.
• Use existing data: When offered, generate a report using the data already available. This does not ask the consumer to reconnect or provide newer data.

For eligible banking refreshes, you can also adjust the account history and select which accounts to include. The resulting report is added to the consumer’s report history; previous reports remain available.

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Cancel an order

Use Cancel on a verification in Pending or Action required, then confirm the cancellation. Cancelling an order does not delete accounts the consumer has already connected. To start again after cancellation, select Order verification from the consumer’s details. Existing consumer information is prefilled in the order form.

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Orders from other systems

Verifications ordered through the API, Encompass, or another partner system are view-only in Console. You can review their status and download available reports and documents. Send reminders, refresh, or cancel those verifications in the system where they were ordered.

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Test in Sandbox

Enable Sandbox mode in Console to try the verification workflow with test data. See Sandbox Testing for test users and connection credentials, and turn Sandbox mode off before ordering for real consumers.