Introduction

Discover how IdentityCheck seamlessly integrates with LockedOn, a cutting-edge CRM and marketing platform designed for real estate professionals. LockedOn empowers agents to efficiently list and sell properties by simplifying customer relationship management. By integrating IdentityCheck, you enhance this robust platform with swift and reliable ID verification, ensuring your client’s identity is confirmed quickly and securely.

Why Connect IdentityCheck to LockedOn

Integrating IdentityCheck with LockedOn offers multiple benefits tailored to real estate needs. Firstly, streamline your KYC checks, allowing agents to focus on what they do best—selling homes. Automation eliminates manual tasks, saving you valuable time. Secondly, enhance client trust by assuring them that their identity verification process is swift and secure. Lastly, protect your agency from fraud with IdentityCheck’s advanced security measures.

For example, Wardle Partners experienced a 5-10x ROI, proving the immense value of this integration.

Setting Up the Integration

1. Log in to your LockedOn dashboard and navigate to integrations.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen instructions to connect your IdentityCheck account.
4. Set your preferences for ID verification within LockedOn.
5. Run a test verification to ensure everything is working correctly.
6. Begin using IdentityCheck within your LockedOn CRM!

How It Works in LockedOn

Once integrated, when you add a new client in LockedOn, IdentityCheck will automatically trigger a KYC check. For instance, entering a new seller allows you to immediately verify their identity through a few simple steps, providing peace of mind and efficiency.

Frequently Asked Questions

Where is my client’s data stored?

Data is stored securely in compliance with industry standards, ensuring privacy and protection.

Is the ID verification process customizable?

Yes, you can customize settings to meet your business needs, including integration steps and verification methods.

What happens if an ID verification is incomplete?

Incomplete verifications can be revisited and completed at a later stage from your LockedOn dashboard.

Final Thoughts

Integrating IdentityCheck with LockedOn elevates your real estate operations by enhancing security and efficiency in identity verification. Equip your agency with the tools to securely and quickly verify client identities, ultimately driving success in your real estate endeavors.