Introduction

Welcome to the seamless integration of IdentityCheck with BRIKER CRM, your essential tool for managing construction project sales. Visit BRIKER’s homepage and discover why its efficient design is making it the go-to platform for builders worldwide. With a mission to provide easy project sales management, BRIKER offers top-notch features like project tracking, client management, and sales forecasting. Layering IdentityCheck into this setup brings an unmatched level of security and efficiency by streamlining the ID verification process.

Why Connect IdentityCheck to BRIKER

Enhancing BRIKER with IdentityCheck brings multiple benefits:

• Seamless KYC Integration: Easily integrate rigorous identity verification without detracting from BRIKER’s user-friendly interface, making compliance efforts straightforward.
• Efficient Client Onboarding: Save time and resources with prompt ID checks that ensure you’re working with verified and compliant partners.
• Increased Trust and Security: Leverage the robust security of IdentityCheck to assure clients that their data is protected.

IdentityCheck’s efficiency is illustrated in the Guardian Tax Solutions case study, which showcases a 90% reduction in onboarding time.

Setting Up the Integration

1. Log in to your BRIKER account and navigate to the Integrations section.
2. Search for IdentityCheck and select it from the list of available integrations.
3. Authorize BRIKER to access necessary information by logging into your IdentityCheck account.
4. Confirm integration setup settings and activate the integration.
5. Configure any specific ID verification settings required for your organization’s needs.
6. Test the integration to ensure seamless functionality within your workflow.

How It Works in BRIKER

Once integrated, IdentityCheck automates identity verification processes in BRIKER. For example, when a new client is added, BRIKER automatically triggers an ID check, ensuring compliance and validity before transactions proceed. This built-in identity check in BRIKER ensures each new profile meets the regulatory standards, bringing peace of mind to your sales pipeline.

Frequently Asked Questions

Where is the ID verification data stored?

All ID verification data is securely stored in compliance with data protection regulations and never shared without explicit consent.

Can I customize the ID verification process?

Yes, IdentityCheck allows customization for different verification levels and methods to suit your company’s policies.

What happens if a check is incomplete?

If an ID check is incomplete, BRIKER will notify the user to take corrective action, ensuring integrity and compliance are maintained.

Final Thoughts

Integrating IdentityCheck into BRIKER provides an effortless way to enhance your CRM’s efficiency while securing your business operations. Tailor this robust identity verification solution to fit your needs and enjoy streamlined compliance processes.