Introduction

Big Purple Dot, accessible at bigpurpledot.net, is a leading CRM platform specifically designed for real estate agents and mortgage lenders. Its mission is to streamline team collaboration and lead management processes, transforming your customer interactions into meaningful relationships. With features like integrated marketing solutions, automated lead follow-up, and robust reporting, Big Purple Dot takes your customer relationship management to the next level. By integrating IdentityCheck, Big Purple Dot ensures a seamless identity verification process, enhancing security and compliance while boosting user trust.

Why Connect IdentityCheck to Big Purple Dot

Integrating IdentityCheck with Big Purple Dot offers numerous benefits. First, enhance your CRM’s data security with reliable ID verification, ensuring that only genuine individuals access sensitive information. Second, experience streamlined processes as IdentityCheck reduces the time spent on manual KYC checks, allowing you to focus on what’s important: your clients. Finally, improve customer satisfaction by speeding up the onboarding process. For instance, Guardian Tax Solutions significantly reduced their onboarding times by 90% using IdentityCheck, exemplifying the efficiency gains you can achieve.

Setting Up the Integration

1. Log in to your Big Purple Dot account and navigate to the ‘Integrations’ section.
2. Select ‘IdentityCheck’ from the list of available integrations.
3. Follow the on-screen instructions to authenticate your IdentityCheck account.
4. Customize ID verification settings to align with your business needs.
5. Save the configuration and test the integration with a trial run.

How It Works in Big Purple Dot

Once integrated, IdentityCheck seamlessly fits into your existing Big Purple Dot workflow. For example, when onboarding a new client, Big Purple Dot triggers an automated identity verification request through IdentityCheck. The client receives an email to verify their identity, and once they complete the process, the verification status updates directly in their Big Purple Dot profile, ensuring compliance and enhancing data integrity.

Frequently Asked Questions

• Where is data stored? Data is securely stored following GDPR and local compliance regulations.
• Can I customize the KYC checks? Yes, you can tailor checks to fit specific compliance needs and business preferences.
• What if a verification is incomplete? Incomplete verifications trigger a follow-up notification to ensure timely completion.

Final Thoughts

Incorporating IdentityCheck into your Big Purple Dot CRM not only fortifies your ID verification process but also strengthens the trust and reliability of your client interactions. Dive into this integration to enhance security and efficiency while elevating your customer experience.