IDX Leads Overview

IDX Leads is a versatile tool designed for real estate professionals, enabling them to manage and nurture their leads effectively. By leveraging IDX Leads, users can track interactions, automate follow-up emails, and enhance their overall sales processes.

Possible Uses of IdentityCheck with IDX Leads

Integrating IdentityCheck into IDX Leads brings a robust ID verification process into your lead management system. Here are some scenarios where this integration can be beneficial:

• Prevent Fraud: Validate the identity of potential buyers or renters to ensure they are genuine, reducing the risk of fraudulent activities.
• Simplify Compliance: Meet regulatory requirements by verifying the identities of your clients directly through IDX Leads.
• Improve Trust: Build trust with your clients by showing that you prioritize security and legitimacy.

Instructions on Setting Up the Integration

1. Create Accounts: Ensure you have active accounts on both IdentityCheck and IDX Leads.
2. Navigate to Zapier: Log into your Zapier account. If you don’t have one, you can sign up for free.
3. Find IDX Leads and IdentityCheck: Use the Zapier search bar to find “IDX Leads” and “IdentityCheck”.
4. Connect Accounts: Authenticate both IDX Leads and IdentityCheck with Zapier by following the prompts to link your accounts securely.
5. Create a Zap: Click “Make a Zap” in Zapier. Choose IDX Leads as the trigger app, select an appropriate trigger event (e.g., New Lead), and set up the trigger.
6. Set IdentityCheck as the Action: Choose IdentityCheck as the action app, and select the action event (e.g., Verify ID). Configure the action by mapping the necessary fields between IDX Leads and IdentityCheck.
7. Test the Zap: Test the integration to ensure that data flows correctly from IDX Leads to IdentityCheck.
8. Activate the Zap: Once testing is complete, turn on the Zap to start automating ID verifications.

Instructions on Using the Integration

After setting up the integration, using it is straightforward:

1. Add Leads: Continue adding leads to IDX Leads as usual. When a new lead is added, the integration will automatically trigger an ID verification request via IdentityCheck.
2. Monitor Verifications: Track the verification progress and results within the IdentityCheck dashboard. Look for any anomalies or verification failures that may require further investigation.
3. Follow Up: Based on the ID verification results, decide on the appropriate follow-up actions within IDX Leads. Schedule meetings, send emails, or proceed with the sales process confidently knowing the lead’s identity has been verified.

Enhancing Your Lead Management with ID Verification

Integrating ID verification into IDX Leads streamlines your lead management workflow by adding an extra layer of security and compliance. Using IdentityCheck with IDX Leads helps protect your business against fraud, builds client trust, and ensures that you meet necessary regulatory requirements seamlessly.