Introduction

Welcome to the seamless integration of IdentityCheck with MantisProperty, the intuitive CRM specially crafted for Real Estate Agents and Business Brokers in Australia and New Zealand. MantisProperty, known for its easy-to-use and low-cost platform, offers features like tailored CRM solutions and marketing automation to elevate your real estate business. By incorporating IdentityCheck, you enhance your CRM’s capability with robust ID verification solutions, streamlining operations and ensuring compliance with identity checks.

Why Connect IdentityCheck to MantisProperty

Integrating IdentityCheck with MantisProperty allows you to maximize the power of automated KYC checks directly within your CRM. For real estate professionals, this means:

• Increased Efficiency: Automate the identity verification process and save valuable time during client onboarding.
• Enhanced Security: Securely verify identity data, ensuring compliance with governmental regulations and protecting sensitive client information.
• Cost Savings: Reduce administrative overhead and operational costs by simplifying complicated verification procedures.

Discover how IdentityCheck has revolutionized the compliance landscape in other sectors by checking out our Guardian Tax Solutions case study, where onboarding time was cut by 90%.

Setting Up the Integration

1. Log into your MantisProperty account and navigate to the integrations settings.
2. Select “IdentityCheck” from the list of available integrations.
3. Enter your IdentityCheck API key and perform a connectivity test.
4. Map your client data fields to ensure seamless information transfer.
5. Configure the ID verification process to suit specific real estate regulatory requirements.
6. Complete the integration setup and perform a test run to verify connectivity.

How It Works in MantisProperty

Once integrated, IdentityCheck operates effortlessly within MantisProperty. For example, when enrolling a new client, the system initiates an automatic identity check in MantisProperty. Within moments, the client’s ID verification status updates, allowing you to proceed with confidence. This ensures a compliant and smooth client onboarding experience.

Frequently Asked Questions

What happens if identity verification checks are incomplete?

IdentityCheck provides real-time notifications on incomplete checks, allowing you to act quickly to resolve any issues and maintain regulatory compliance.

Is the ID verification process customizable?

Yes, you can tailor the identity verification process to meet your specific business needs and regulatory requirements.

Where is client data stored?

All identity data is securely stored within IdentityCheck’s encrypted servers, ensuring maximum security and compliance with data protection laws.

Final Thoughts

Integrating IdentityCheck with MantisProperty empowers real estate agents and brokers to streamline ID verification processes, enhancing client onboarding and ensuring compliance. By leveraging the strengths of both platforms, you can focus more on growing your business and less on administrative tasks.