Overview of Dotloop

Dotloop is a premier real estate transactions management platform that allows agents and brokers to manage their deals from start to finish. Known for its seamless document management and e-signature capabilities, Dotloop helps professionals streamline their workflows, collaborate easily, and close deals faster.

Why Use ID Verification for Dotloop Transactions?

While Dotloop provides exceptional tools for managing real estate transactions, integrating IdentityCheck can bolster your transaction security through robust ID verification. This ensures that all parties involved in the deal are who they claim to be, minimizing fraud risks.

Possible Uses for ID Verification with Dotloop

• Verifying the identity of buyers and sellers before signing contracts
• Ensuring the legitimacy of agents and brokers involved in the transaction
• Securing sensitive client information by adding an extra layer of verification

Setting Up IdentityCheck with Dotloop via Zapier

Integrating IdentityCheck with Dotloop through Zapier is a straightforward process designed to make your workflows more secure and efficient. Follow these steps to set it up:

1. Create accounts on both Dotloop and IdentityCheck if you haven’t already.
2. Sign up for a Zapier account at zapier.com.
3. In your Zapier dashboard, click on “Make a Zap”.
4. Select Dotloop as your “Trigger App” and choose a specific trigger, such as “New Loop Created”.
5. Set up your trigger by logging into your Dotloop account in Zapier and selecting the necessary account details.
6. Next, choose IdentityCheck as your “Action App”.
7. Select the specific action you want IdentityCheck to perform, like “Verify ID”.
8. Log in to your IdentityCheck account and configure the necessary settings.
9. Test your integration to ensure everything works smoothly.

Using ID Verification in Dotloop

Once the integration setup is complete, using ID verification within Dotloop becomes a seamless part of your transaction process. Here’s how you can make the most out of it:

1. Whenever you create a new loop in Dotloop and add a new transaction, a verification request will be sent to IdentityCheck automatically.
2. The involved parties will be prompted to verify their ID through IdentityCheck following the predefined steps.
3. Upon successful verification, IdentityCheck will notify Dotloop, enabling you to proceed with higher confidence in the security of your transaction.
4. Keep track of all verification statuses within your IdentityCheck dashboard for easy monitoring and record-keeping.

Benefits of Integrating ID Verification with Dotloop

Integrating ID verification with Dotloop offers numerous advantages:

• Enhanced Security: Adding an additional layer of ID verification helps protect against fraud and unauthorized access.
• Improved Compliance: Meet regulatory requirements and reduce the risk of identity theft and fraud.
• Streamlined Workflow: Automate the ID verification process, saving time and reducing manual errors.
• Peace of Mind: Increase trust among all parties involved in a real estate transaction knowing that identities are verified.
• Better Record-Keeping: Maintain detailed logs of all ID verification activities for future reference.