Introduction

Explore how eRelocation, a robust web-based relocation department management solution designed for real estate brokerages, can enhance efficiency and streamline operations. With eRelocation’s core features including client management, transaction tracking, and seamless communication corridors, their mission is to simplify your workload and enhance client satisfaction. By integrating IdentityCheck, you’ll add a powerful layer of identity verification, ensuring security and compliance while saving time and reducing errors.

Why Connect IdentityCheck to eRelocation

Integrating IdentityCheck with eRelocation can significantly impact your brokerage’s operations by enhancing security and boosting efficiency:

• Seamlessly Verify Identity: Automate ID verification processes during client onboarding to comply with KYC and AML regulations effortlessly.
• Enhance Client Experience: Accelerate transaction times through quick and reliable identity checks, improving overall satisfaction.
• Reduce Operational Costs: Achieve substantial savings by minimizing manual interventions in identity checks.

For example, Wardle Partners experienced a 5-10x ROI and saved 30 minutes per client by integrating IdentityCheck into their existing systems.

Setting Up the Integration

1. Log in to your eRelocation dashboard.
2. Navigate to the integrations section and select “Connect IdentityCheck.”
3. Follow the on-screen prompts to authenticate and permit data access between platforms.
4. Customize your ID verification rules based on your brokerage’s needs.
5. Test the integration with sample client data to ensure seamless operation.
6. Launch the integrated system to start enjoying enhanced identity checks within eRelocation.

How It Works in eRelocation

Once integrated, using IdentityCheck within eRelocation is straightforward. For instance, when onboarding a new client, eRelocation will automatically trigger an ID verification request. The client provides their identification through a secure link, which is then checked by IdentityCheck. This automated process ensures compliance and allows your team to focus on client engagement rather than manual checks.

Frequently Asked Questions

• How is client data stored? All data is securely encrypted and stored in compliance with international standards, ensuring client privacy.
• Is the integration customizable? Yes, you can tailor the ID verification settings to adhere to your brokerage’s specific regulatory needs.
• What happens if an ID check is incomplete? eRelocation will notify you to take additional action, ensuring no verification is missed.

Final Thoughts

Integrating IdentityCheck into eRelocation not only streamlines identity verification but also enhances the overall efficiency of your brokerage’s operations. By adopting this powerful tool, you can enjoy peace of mind with every client transaction, secure in the knowledge that your processes are both compliant and cost-effective.