What is Real Geeks?

Real Geeks is a comprehensive real estate lead generation and management platform that helps realtors manage their business efficiently. It offers robust CRM tools, marketing automation, and powerful integrations to streamline workflows for real estate professionals.

Uses for ID Checks in Real Geeks

Integrating IdentityCheck with Real Geeks can provide substantial utility by ensuring secure and seamless ID verification in your real estate transactions. Here are some ways users can benefit:

• Verify the identity of potential clients before engaging in transactions.
• Provide an additional layer of security for property viewings and open houses.
• Authenticate sellers or buyers to prevent fraud and ensure trustworthy dealings.
• Streamline tenant verification processes for rental properties.

How to Set Up IdentityCheck with Real Geeks on Zapier

Follow these steps to integrate IdentityCheck with Real Geeks using Zapier:

1. Sign up or log in to your Zapier account.
2. In your Zapier dashboard, click on “Make a Zap.”
3. Search for Real Geeks and select it as your trigger app. Choose a specific trigger event, such as “New Lead.”
4. Connect your Real Geeks account to Zapier by following the prompts. This may require your Real Geeks API key or other credentials.
5. After setting up your trigger, search for IdentityCheck as the action app. Select the action event, such as “Verify ID.”
6. Connect your IdentityCheck account to Zapier. Again, follow the on-screen instructions to complete the integration.
7. Map the data fields between Real Geeks and IdentityCheck to ensure the correct information is passed along.
8. Test your Zap to ensure it is working correctly. Make adjustments as needed.
9. Once satisfied, turn on your Zap, and the integration will start running automatically.

How to Use ID Verification with Real Geeks

Once the integration is set up, using ID verification in Real Geeks becomes straightforward:

• When a new lead is added in Real Geeks, the Zap will trigger an identity verification request through IdentityCheck.
• IdentityCheck will process the verification using the lead’s information.
• You will receive a confirmation once the ID verification is complete, and the results will be automatically logged in Real Geeks.
• You can then review the verification status and proceed with confidence in your real estate transactions.

With IdentityCheck integrated into Real Geeks, you can enhance the security and reliability of your dealings, offering peace of mind to both you and your clients.