Introduction

Firepoint CRM is a specialized customer relationship management tool crafted for real estate teams, helping them streamline client interactions and boost productivity. By integrating IdentityCheck, Firepoint users can enhance their processes with seamless identity verification, ensuring robust client onboarding and security measures. This integration is ideal for real estate professionals who need an efficient and secure way to verify client identities.

Why Connect IdentityCheck to Firepoint CRM

Integrating IdentityCheck with Firepoint CRM offers real estate teams a host of benefits, such as streamlined client onboarding and improved compliance with KYC checks. With IdentityCheck, verification of client identities becomes a simple, automated process, significantly reducing the time and cost associated with manual ID checks.

In one example, Guardian Tax Solutions effectively used IdentityCheck to cut onboarding time by 90%, showcasing the platform’s ability to enhance efficiency in document processing and client verification workflows. Learn more here.

Setting Up the Integration

1. Log in to your Firepoint CRM account.
2. Navigate to the “Integrations” section in the settings menu.
3. Select IdentityCheck from the list of available integrations.
4. Click “Connect” and follow the on-screen prompts to link your IdentityCheck account.
5. Authorize the integration by confirming permissions when prompted.
6. Once connected, customize your ID verification settings as needed.

How It Works in Firepoint CRM

Once integrated, using IdentityCheck within Firepoint CRM is intuitive. When adding a new client, real estate professionals can initiate an identity check with a single click. This feature supports efficient KYC checks and fraud reduction, ensuring that all client information is properly verified before proceeding with transactions or agreements.

Frequently Asked Questions

• Where is my data stored? All data is securely stored in compliance with industry standards, ensuring privacy and protection.
• Can I customize the verification message? Yes, you have the option to tailor the verification message to align with your branding and client communication style.
• What if someone doesn’t complete the ID check? You can set automatic reminders and follow-up notifications to ensure verifications are completed on time.

Secure, Simple ID Checks Built In

Combining Firepoint CRM with IdentityCheck streamlines the identity verification process, enhancing security and efficiency for real estate teams. Whether you’re onboarding new clients or maintaining rigorous compliance, this integration offers a practical, reliable solution for identity checks right from within your CRM platform.