Brief Description of BrokerEngine

BrokerEngine is a leading CRM that revolutionizes the way mortgage brokers manage their business. With automated workflows, powerful task management, and centralized client data, BrokerEngine allows brokers to streamline operations and focus on delivering exceptional customer service.

Uses for BrokerEngine Users for ID Checks

For users of BrokerEngine, seamlessly integrating IdentityCheck enhances the ID verification process. This integration can simplify client onboarding, ensure compliance with KYC (Know Your Customer) regulations, and reduce the risk of fraud. By automating ID verification, brokers can save time on administrative tasks and spend more time on client relationships.

How to Set Up IdentityCheck with BrokerEngine via Zapier

• Create Accounts: Ensure you have active accounts on both IdentityCheck and BrokerEngine. Sign up for Zapier if you don’t have an account.
• Connect the Apps: Log in to Zapier and select the “Make a Zap” option. Search for “IdentityCheck” as the trigger app and “BrokerEngine” as the action app.
• Set Up the Trigger: Choose the appropriate trigger event for IdentityCheck, such as “New Verification Request”. Follow the prompts to link your IdentityCheck account and test the trigger.
• Configure the Action: Select “Create Contact” in BrokerEngine as the action. Connect your BrokerEngine account and map the ID verification data to the corresponding fields in BrokerEngine.
• Test and Activate: Test the Zap to ensure data flows correctly from IdentityCheck to BrokerEngine. Once verified, activate your Zap.

How to Use IdentityCheck with BrokerEngine

• Client Onboarding: As new clients come in, use IdentityCheck to verify their identity. The verification information will automatically populate in BrokerEngine, creating a new contact without manual data entry.
• Compliance Management: Maintain compliance by ensuring all client information is accurate and up-to-date. Automated ID checks help in adhering to KYC regulations, reducing the risk of penalties.
• Fraud Prevention: Utilize IdentityCheck’s robust verification to detect potential fraudulent activities. By linking it with BrokerEngine, you can flag and investigate suspicious activity promptly.
• Audit Trails: Keep comprehensive records of all verifications performed through IdentityCheck. Access these records easily within BrokerEngine for audits and regulatory reviews.

Integrating IdentityCheck with BrokerEngine through Zapier not only streamlines the ID verification process but also enhances overall business efficiency. By following the setup and usage guidelines, mortgage brokers can leverage powerful automation to enhance client trust and regulatory compliance.