Introduction

Welcome to the seamless integration of Mortgage iQ and IdentityCheck. Mortgage iQ is renowned for its expertise in Mortgage CRM, Lead Management, and Marketing, offering tailored solutions for Retail, Wholesale, Correspondent, and Consumer Direct Lenders. With a mission to simplify mortgage processes, Mortgage iQ enhances client relationships through robust tracking and management features. When paired with IdentityCheck, you benefit from streamlined identity verification solutions that further enhance security and compliance in Mortgage iQ’s operations.

Why Connect IdentityCheck to Mortgage iQ

Integrating IdentityCheck with Mortgage iQ empowers lenders with enhanced ID verification capabilities, ensuring smooth and secure client onboarding. Here are key benefits of this integration:

• Efficient ID Verification: Reduce onboarding times by automatically verifying identity data within the Mortgage iQ platform, thus making KYC checks swift and reliable.
• Cost Reduction: Streamline your verification process, ultimately leading to cost savings and increased ROI.
• Improved Compliance: Stay compliant with industry standards, ensuring every identity check in Mortgage iQ is thorough and meets necessary regulations.

Discover how Guardian Tax Solutions cut onboarding time by 90% with IdentityCheck by reading this case study.

Setting Up the Integration

1. Log into your Mortgage iQ account.
2. Navigate to the integrations settings on your dashboard.
3. Find and select IdentityCheck from the list of available integrations.
4. Follow the on-screen instructions to authenticate and authorize the connection.
5. Customize your verification parameters and save settings.
6. Test the integration with sample data to ensure everything is configured correctly.

How It Works in Mortgage iQ

Once integrated, IdentityCheck operates seamlessly within Mortgage iQ. For example, during a client onboarding process, a lender can initiate an identity check directly from the client’s Mortgage iQ profile. The system then verifies the client’s details against trusted sources, updating the client profile automatically upon successful verification.

Frequently Asked Questions

Where is client data stored after verification?

Client data is securely stored within Mortgage iQ, adhering to stringent data protection protocols.

Can I customize the verification parameters?

Yes, the integration allows you to tailor verification settings to meet specific business requirements.

What if a verification check is incomplete?

In the event of an incomplete check, Mortgage iQ notifies the relevant user to take appropriate follow-up actions.

In Summary

Integrating IdentityCheck with Mortgage iQ enhances your CRM capabilities, making identity verification processes more efficient and reliable. Elevate your client interactions and maintain compliance with ease through this powerful integration.