Understanding Keller Williams Command and IdentityCheck Integration with Zapier

Keller Williams Command is a robust real estate management tool designed to streamline operations for real estate professionals. The platform offers features such as lead management, marketing automation, and customer relationship management, helping agents and brokers to optimize their workflow.

Possible Uses for ID Checks in Keller Williams Command

Real estate transactions often require verification of client identities to ensure compliance and security. Here are some possible uses for integrating IdentityCheck with Keller Williams Command:

• New Client Onboarding: Verify the IDs of new clients to ensure they are who they claim to be, simplifying the onboarding process.
• Document Signing: Ensure that all parties in a real estate transaction are verified before signing critical documents.
• Lead Qualification: Screen and qualify leads by verifying their identities, thereby making your lead management more effective.
• Compliance: Stay compliant with legal and regulatory requirements by verifying the identities of clients.

How to Set Up Integration Using Zapier

Follow these simple steps to integrate IdentityCheck with Keller Williams Command using Zapier:

1. Sign in to your Zapier account, or create a new account if you don’t have one.
2. Once logged in, click on “Make a Zap” to create a new workflow.
3. Select Keller Williams Command as the trigger app and choose a trigger event, such as “New Lead” or “New Contact.”
4. Follow the prompts to log into your Keller Williams Command account and authorize Zapier to connect to it.
5. Select IdentityCheck as the action app and choose an action event, such as “Verify ID.”
6. Connect your IdentityCheck account by logging in and authorizing Zapier to access it.
7. Map the necessary fields between Keller Williams Command and IdentityCheck, such as the client’s name, email, and ID document details.
8. Test your Zap to ensure everything is set up correctly.
9. Once the test is successful, turn on your Zap to start automating your ID verification process within Keller Williams Command.

How to Use the Integration

After successfully setting up the integration, using IdentityCheck within Keller Williams Command becomes straightforward:

• When a new lead or contact is added to Keller Williams Command, Zapier will trigger the ID verification process with IdentityCheck.
• IdentityCheck will send the verification request to the client via email or SMS, based on your configured preferences.
• The client will complete the ID verification by submitting the necessary documents through the IdentityCheck platform.
• You will receive a notification once the ID verification is completed, and the status will be updated in Keller Williams Command.

This integration streamlines the ID verification process, enhancing security and ensuring compliance with minimal effort.