Upgrade Your Real Estate Client Management

AlterEstate empowers real estate agencies to foster meaningful connections with their clients through streamlined software solutions. By integrating IdentityCheck, AlterEstate users can seamlessly enhance their systems with sophisticated ID verification capabilities, ensuring client interactions are both secure and efficient.

Why Connect IdentityCheck to AlterEstate

Integrating IdentityCheck into AlterEstate offers real-world benefits like expedited client onboarding and robust KYC checks. Real estate professionals can ensure that each client’s identity is verified swiftly, reducing potential fraud and simplifying compliance. In one example, Guardian Tax Solutions leveraged IdentityCheck to cut onboarding time by 90%, showcasing how integration can streamline your processes. Read the full case study here.

IdentityCheck also allows users to effortlessly meet compliance standards without extensive manual intervention. This integration ensures that your agency remains ahead of regulatory requirements, keeping both clients and sensitive data protected. Therefore, real estate professionals can focus on building genuine client relationships instead of administrative hassles.

Setting Up the Integration

1. Log into your AlterEstate account and navigate to the integration settings.
2. Select IdentityCheck from the list of available integrations.
3. Click ‘Connect’ and authorize IdentityCheck to access necessary data within AlterEstate.
4. Configure your verification settings according to your agency’s needs.
5. Click ‘Save’ to finalize the integration setup.

How It Works in AlterEstate

Inside AlterEstate, ID verification becomes an intuitive part of your workflow. When adding a new client, IdentityCheck kicks in automatically to perform a KYC check. For example, before proceeding with a property listing, an agent can confirm the client’s identity, ensuring that communications and transactions are secure from the outset.

Frequently Asked Questions

• Where is my data stored? All data processed through IdentityCheck is securely stored in compliance with regional regulations.
• Can I customize the verification message? Yes, IdentityCheck allows you to tailor messages to better suit your brand’s communication style.
• What if someone doesn’t complete the ID check? Uncompleted checks will appear in your AlterEstate dashboard so you can follow up directly with clients.

Secure, Simple ID Checks Built In

Integrating IdentityCheck into AlterEstate offers a streamlined, secure approach to identity verification. By simplifying KYC processes and enhancing compliance, your real estate agency can focus on what matters most—building and maintaining strong client relationships. Embrace this pairing for a smarter, safer way to verify identities within your agency.