Introduction

IXACT Contact CRM is a comprehensive tool designed for real estate professionals to streamline operations and develop meaningful client relationships. By integrating IdentityCheck, agents can enhance their CRM experience with seamless ID verification, ensuring that every transaction is secure and compliant. This integration empowers real estate agents to efficiently manage KYC checks, leading to safer and more productive interactions.

Why Connect IdentityCheck to IXACT Contact CRM

Integrating IdentityCheck with IXACT Contact CRM offers numerous benefits. Real estate agents can expedite their client onboarding process with accurate and swift identity verification. This connection is particularly beneficial for reducing fraud risks and ensuring compliance with industry standards.

In one example, Guardian Tax Solutions significantly decreased their onboarding time by 90% using IdentityCheck. Read the full case study here.

Moreover, integrating IdentityCheck helps streamline everyday tasks like verifying client identities before property viewings or contract signings, saving agents time and ensuring peace of mind.

Setting Up the Integration

1. Log in to your IXACT Contact CRM account.
2. Navigate to the ‘Integrations’ section in the dashboard.
3. Select ‘IdentityCheck’ from the available options.
4. Click on ‘Connect’ and follow the prompts to authorize access.
5. Configure the verification settings according to your needs.
6. Test the integration by verifying a sample contact’s identity.

How It Works in IXACT Contact CRM

Once integrated, IdentityCheck operates seamlessly within your IXACT Contact CRM. The system allows agents to initiate ID checks directly from contact profiles, ensuring every client or partner’s identity is verified promptly. For example, before a property viewing, an agent can easily verify a prospective buyer’s identity, safeguarding their business against fraudulent activities.

Frequently Asked Questions

• Where is my data stored? Your data is stored securely in compliance with industry standards and regulations, ensuring confidentiality and integrity.
• Can I customize the verification message? Yes, IdentityCheck allows customization of messages to match your brand’s tone and communication style.
• What if someone doesn’t complete the ID check? You can resend verification requests or manually follow up with clients who haven’t completed the process.

Wrapping Up

Seamlessly integrating IdentityCheck with IXACT Contact CRM elevates your ID verification process, providing a secure and straightforward method to verify identity. By ensuring accurate and swift checks, real estate professionals can focus on what truly matters — building strong client relationships and securing successful transactions.