About BoomTown

BoomTown is a powerful real estate CRM platform designed to help real estate professionals generate, manage, and convert leads more effectively. It offers a suite of tools that integrate seamlessly with various applications, helping users streamline their workflows and enhance their productivity.

Uses for BoomTown Users with ID Checks

Identity verification is crucial for real estate professionals in ensuring that their interactions, transactions, and agreements are secure and legitimate. Here’s how BoomTown users can benefit from integrating IdentityCheck:

• Lead Authentication: Confirm the true identity of new leads to prevent fraud and ensure genuine interest.
• Client Onboarding: Quickly verify the identities of new clients to streamline the onboarding process.
• Secure Documents: Ensure that all parties signing documents are verified to maintain the integrity of agreements.
• Compliance: Meet compliance requirements by ensuring all client interactions and data handling are secure and verified.

How to Set Up IdentityCheck with BoomTown

Setting up IdentityCheck with BoomTown via Zapier is a straightforward process:

1. Log in to your Zapier account.
2. Navigate to the BoomTown app integrations page.
3. Search for IdentityCheck in the app directory.
4. Click on “Connect” to create a new Zap.
5. Select BoomTown as the trigger app and choose the appropriate trigger event (e.g., New Lead).
6. Select IdentityCheck as the action app and choose the corresponding action (e.g., Verify ID).
7. Follow the prompts to authenticate both BoomTown and IdentityCheck.
8. Map the necessary fields between BoomTown and IdentityCheck.
9. Test your Zap to ensure it’s working correctly.
10. Turn on your Zap to start automating your ID verification process.

How to Use IdentityCheck with BoomTown

Using IdentityCheck within BoomTown becomes an automated process once your Zap is set up. Here’s how you can utilize it effectively:

1. Lead Verification: As new leads are added to BoomTown, IdentityCheck will automatically trigger to verify their IDs, ensuring you work with genuine contacts.
2. Client Engagement: When interacting with potential clients, you can trust that their identities have already been verified, reducing the risk of fraud.
3. Transaction Security: During transactions and document signings, IdentityCheck will ensure all parties are verified, adding a layer of security.
4. Compliance Checking: Keep your records compliant by automating ID checks for all necessary workflows.

In conclusion, integrating IdentityCheck with BoomTown can significantly enhance your operations by ensuring all leads and clients are properly verified, thus maintaining the integrity and security of your real estate business.