AgentLocator Overview

AgentLocator is a dynamic platform designed to provide comprehensive real estate lead generation and client management solutions. It helps real estate professionals stay organized, manage leads, and drive business growth efficiently. With powerful CRM capabilities, users can automate and streamline their client interaction, ensuring better conversion rates and enhanced productivity.

Uses for ID Verification with IdentityCheck

Integrating IdentityCheck with AgentLocator through Zapier can provide numerous benefits, particularly in ensuring that the leads generated are legitimate and trustworthy. Possible uses for ID verification include:

• Verifying client identities before scheduling property viewings or meetings.
• Confirming the authenticity of documents or credentials submitted by potential buyers or sellers.
• Streamlining the onboarding process by automating ID checks for new clients, saving time and reducing manual verification efforts.
• Enhancing security by reducing the risk of fraudulent activities or bogus lead submissions.

Setting Up IdentityCheck with AgentLocator via Zapier

Follow these simple steps to integrate IdentityCheck with AgentLocator:

1. Sign in to your Zapier account. If you don’t have an account, you can sign up on Zapier’s website.
2. Select “Create a Zap” from your Zapier dashboard.
3. Choose AgentLocator as your trigger app and select an appropriate trigger event such as “New Lead” or “Form Submission”.
4. Connect your AgentLocator account by following the prompts to authorize Zapier.
5. Add an action step and select IdentityCheck as your action app.
6. Choose an action event like “Verify ID” and configure the necessary settings, including mapping fields from AgentLocator to IdentityCheck.
7. Test your Zap to ensure it works correctly, and then turn it on to activate the integration.

Using IdentityCheck with AgentLocator

Once integrated, IdentityCheck can be used in multiple scenarios to verify client identities seamlessly:

• Automated Verification: When a new lead is created in AgentLocator, the integration can automatically trigger an ID check to ensure the lead’s authenticity.
• Scheduling Tasks: Before scheduling meetings or property viewings with potential clients, you can utilize IdentityCheck to verify their identities, adding an extra layer of security.
• Document Validation: Identify fraudulent documents by using IdentityCheck to verify credentials submitted by the clients.
• Client Onboarding: Simplify the onboarding process by automating ID verification, reducing manual effort, and ensuring a secure client base.

Integrating IdentityCheck with AgentLocator via Zapier is a valuable move for real estate professionals aiming to maintain secure and trustworthy client interactions. The ease of automation ensures you never miss an ID verification, providing peace of mind and enhancing business efficiency.