What is Realvolve?

Realvolve is a customer relationship management (CRM) tool designed exclusively for real estate professionals. It helps agents and brokers manage and automate their workflows, track transactions, and maintain a comprehensive database of client interactions. With Realvolve, real estate professionals can enhance their productivity and streamline their processes, ensuring higher levels of client satisfaction.

Uses of IdentityCheck for Realvolve Users

Integrating IdentityCheck with Realvolve provides real estate professionals with robust ID verification capabilities. This can be used for:

• Verifying the Identities: Ensure that the clients you’re working with are who they say they are. This can prevent fraud and add an additional layer of security.
• Compliance: Stay compliant with legal and industry standards by verifying the identities of buyers, sellers, and other parties involved in real estate transactions.
• Streamlining Processes: Automate the ID verification process, freeing up your time to focus on more critical tasks.

Setting Up IdentityCheck with Realvolve via Zapier

Follow these straightforward steps to set up the integration:

1. Sign Up for Zapier: If you do not already have an account, create one at Zapier.
2. Connect Realvolve: In your Zapier dashboard, click on “Make a Zap” and search for Realvolve to connect your Realvolve account.
3. Connect IdentityCheck: Similarly, search for IdentityCheck in the apps directory and connect your IdentityCheck account.
4. Create a Trigger: Set a trigger in Realvolve, for example, “New Contact Created” or “New Transaction Started.”
5. Create an Action: Choose IdentityCheck as the action app and set the action to “Verify ID” or another relevant action.
6. Set Parameters: Ensure that the necessary data fields from Realvolve are mapped to the corresponding fields in IdentityCheck.
7. Test the Zap: Run a test to ensure that the integration works smoothly. Once confirmed, turn on your Zap.

Using Your IdentityCheck Integration

Once the integration is set up, you can begin using it in various ways:

• Automatic ID Verification: Whenever a new contact is added in Realvolve, the identity of that contact will be automatically verified via IdentityCheck.
• Automated Compliance: Maintain up-to-date records of ID verifications for compliance purposes without manual effort.
• Streamlined Workflow: Enjoy a more efficient workflow with real-time ID verification data available directly within your Realvolve CRM.

In conclusion, integrating IdentityCheck with Realvolve using Zapier offers a seamless way to enhance your real estate operations, providing secure and automated ID verification that saves time and ensures compliance.