Introduction

Mloflo is a comprehensive cloud-based CRM platform designed for the real estate industry, offering solutions to manage leads, email marketing, sales pipelines, and reporting. Integrating IdentityCheck with mloflo enhances these capabilities by providing efficient ID verification and KYC checks, ensuring smoother onboarding processes and reducing fraud risks for real estate professionals.

Why Connect IdentityCheck to mloflo

Integrating IdentityCheck with mloflo streamlines client onboarding by automating the identity verification process. This integration helps real estate businesses quickly verify client identities, reducing the potential for fraud. In one example, Fullstack Advisory successfully achieved TPB compliance with minimal effort through IdentityCheck, as detailed in this case study.

Additionally, by incorporating KYC checks directly into the mloflo workflow, real estate agents can save valuable time and enhance client trust, ultimately boosting their operational efficiency.

Setting Up the Integration

1. Log in to your mloflo account and navigate to the integrations section.
2. Select “IdentityCheck” from the list of available integrations.
3. Click on “Connect” and enter your IdentityCheck API credentials.
4. Follow the on-screen instructions to authorize data sharing between the two platforms.
5. Configure your preferred ID verification settings within mloflo.
6. Test the integration to ensure seamless operation.

How It Works in mloflo

Once integrated, using IdentityCheck within mloflo is straightforward. For instance, during the lead management process, an agent can effortlessly trigger an identity verification for new clients. The system automatically sends a verification request, and upon successful completion, the client’s verified status updates within their profile, maintaining a streamlined, secure workflow.

Frequently Asked Questions

Where is my data stored? Your data is securely stored in compliance with industry standards and regulations.

Can I customize the verification message? Yes, you can tailor the verification message to align with your brand’s tone and requirements.

What if someone doesn’t complete the ID check? You will receive notifications for incomplete checks, allowing you to follow up with clients directly.

The Smart Way to Verify in mloflo

By integrating IdentityCheck with mloflo, real estate professionals gain access to seamless identity verification, enhancing both security and efficiency. This integration not only saves time but also helps build client trust by ensuring proper processes are followed, making it an indispensable tool for modern real estate businesses.