How IdentityCheck Seamlessly Integrates with Jungo

Discover how IdentityCheck enhances your mortgage management process with seamless integration into Jungo, the premier mortgage app for Salesforce. Jungo offers a robust suite of tools including workflow management and referral tracking with the mission of streamlining operations and improving customer relationships. By layering IdentityCheck into your existing Jungo setup, you boost efficiency and security through automated ID verification, ensuring every client interaction is both compliant and swift.

Why Connect IdentityCheck to Jungo

Jungo is dedicated to delivering a comprehensive mortgage solution, and integrating IdentityCheck amplifies these capabilities by adding seamless KYC checks. First, enjoy enhanced security with automatic identity verification processes, reducing manual entry errors and eliminating fraud risks. Second, streamline client onboarding by automating key compliance checks right within Jungo’s environment. For instance, Guardian Tax Solutions drastically cut onboarding time by 90%, offering a similar transformative experience for mortgage professionals. Lastly, boost your team’s efficiency by freeing them from cumbersome verification processes, allowing them to focus on nurturing client relationships.

Setting Up the Integration

1. Log in to your Jungo account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Click on ‘Connect’ to initiate the integration setup.
4. Authorize Jungo to access your IdentityCheck account data securely.
5. Customize your ID verification settings as per your organizational needs.
6. Complete a test identity verification to ensure smooth operation.

How It Works in Jungo

Once connected, IdentityCheck operates efficiently within Jungo’s interface. For example, when onboarding a new client, simply navigate to their profile, and with one click, initiate a comprehensive identity verification check. The results are automatically logged into the client’s Jungo profile, giving your team real-time access to compliant and verified data without leaving the app.

Frequently Asked Questions

Where is my client’s data stored during the ID verification process?

All client data is stored securely within the IdentityCheck platform, adhering to the highest industry security standards.

Can I customize the identity verification criteria?

Yes, IdentityCheck allows you to tailor verification processes to match your specific compliance and business requirements.

What happens if an identity check is incomplete?

You can easily track and address incomplete checks with automated notifications and clear status updates in Jungo.

Final Thoughts

Integrating IdentityCheck with Jungo is a smart move for mortgage professionals looking to enhance workflow efficiency while maintaining high security standards. Streamlining client onboarding through verified identity processes not only protects your business but also improves client satisfaction. Discover the full potential of your Jungo platform with this indispensable integration today.