Brivity & IdentityCheck Integration: Effortlessly Enhance Your ID Verification Process

Brivity is a comprehensive real estate CRM and transaction management system designed to help real estate agents manage their leads, listings, and transactions effortlessly. With features like automated follow-ups, task tracking, and listing management, Brivity aims to streamline real estate business operations.

Now, by integrating Brivity with IdentityCheck through Zapier, users can significantly enhance their ID verification process. This ensures that transactions are secure and that client identities are verified efficiently.

Benefits of Integrating Brivity with IdentityCheck for ID Verification

Integrating IdentityCheck with Brivity offers numerous advantages:

• Enhanced Security: Verify client identities seamlessly to ensure the legitimacy of transactions.
• Time Efficiency: Save time by automating the ID verification process, allowing more focus on critical tasks.
• Data Accuracy: Ensure that all client information is accurate and up-to-date.
• Compliance: Meet regulatory requirements by verifying identities as part of your standard process.

Possible Uses for Brivity Users

For users of Brivity, implementing ID check measures can be beneficial in several areas:

• Lead Verification: Confirm the identity of new leads immediately to prioritize genuine clients.
• Transaction Security: Verify all parties involved in a transaction to prevent fraud and ensure each step is secure.
• Tenant Screening: For property managers, verify the identity of prospective tenants quickly and accurately.

How to Set Up the Integration with Zapier

Follow these steps to set up the integration between Brivity and IdentityCheck using Zapier:

1. Go to Zapier Brivity Integrations and log in or create an account.
2. Click on “Make a Zap” to start creating your integration.
3. Select Brivity as the trigger app and choose the appropriate trigger event (e.g., New Lead).
4. Connect your Brivity account to Zapier by following the prompts and authorizing access.
5. Next, select IdentityCheck as the action app and choose the action event (e.g., Verify ID).
6. Connect your IdentityCheck account to Zapier and follow the prompts to authorize access.
7. Map the necessary data fields between Brivity and IdentityCheck to ensure the correct information is passed through.
8. Test the Zap to make sure that the integration works correctly.
9. Activate your Zap to start automating your ID verification process.

How to Use the Integration Effectively

Once the integration is set up, follow these guidelines to use it effectively:

1. Automate Lead Verification: Use the integration to automatically verify the identity of new leads as they come in, allowing you to focus on the most promising ones.
2. Enhance Transaction Processes: Implement automated ID checks at various stages of a transaction to ensure security and compliance.
3. Regular Reviews: Periodically review the integration setup to ensure it remains effective and update it as necessary to match any changes in your workflow or requirements.
4. Data Management: Make sure that verified data is accurately managed and stored in Brivity for future reference.

By integrating IdentityCheck with Brivity through Zapier, you can streamline your ID verification processes, enhance security, and ensure compliance with ease. This powerful integration makes managing client identities and transactions more efficient, allowing you to focus on growing your real estate business.