Integration of IdentityCheck with PropHero CRM

Discover how IdentityCheck seamlessly integrates with PropHero CRM, enhancing the efficiency and security of your real estate operations. PropHero CRM is a cutting-edge platform designed specifically for real estate agencies and agents aiming to streamline workflows and automate daily tasks. Leveraging features like client management, property tracking, and transaction oversight, PropHero CRM serves as a comprehensive tool for real estate professionals. By integrating IdentityCheck, ensure seamless ID verification to enhance customer onboarding and compliance, adding an extra layer of security and efficiency to your workflow.

Why Connect IdentityCheck to PropHero CRM

Integrating IdentityCheck with PropHero CRM brings tangible benefits to your real estate operations. IdentityCheck ensures a thorough identity verification process, which is crucial for maintaining compliance and reducing fraud risks. This integration enhances PropHero CRM’s capability to manage client information securely by automating KYC checks, which saves time and reduces errors.

For instance, Guardian Tax Solutions experienced remarkable efficiencies, cutting onboarding time by 90% after integrating IdentityCheck. Read more about it here.

Setting Up the Integration

1. Log in to your PropHero CRM account.
2. Navigate to the integrations section in the settings menu.
3. Locate IdentityCheck from the list and click ‘Connect’.
4. Follow the on-screen instructions to authorize and authenticate the connection.
5. Customize the integration settings according to your needs.
6. Complete the setup and test the ID verification feature within PropHero CRM.

How It Works in PropHero CRM

Once integrated, IdentityCheck operates seamlessly within PropHero CRM. When you onboard a new client, the system automatically prompts an ID verification check, ensuring that the client’s identity is verified promptly. For example, when registering a potential buyer, the system initiates a real-time KYC check, safely storing verified information within the client’s profile for future transactions.

Frequently Asked Questions

Where is the identity data stored?

The identity data is securely stored within the PropHero CRM system, ensuring compliance with data protection regulations.

Can the integration be customized?

Yes, the integration allows for customization to fit your specific workflow needs and compliance requirements.

What happens if an identity check is incomplete?

If an identity check is incomplete, you will be notified to take further action ensuring valid verification.

Final Insights

Integrating IdentityCheck with PropHero CRM not only streamlines your identity verification process but also reinforces security and compliance within your real estate operations. Together, they form a robust platform that supports real estate professionals in managing their daily tasks efficiently and securely.