What is Rex?

Rex is a powerful CRM and real estate software designed to help real estate professionals manage their contacts, listings, sales, and marketing all in one platform. Its intuitive interface and comprehensive suite of features make it indispensable for streamlining business processes and enhancing customer relationships.

ID Verification Uses for Rex Users

Integrating IdentityCheck with Rex provides seamless ID verification for real estate professionals. You can ensure that your customer data is accurate and trustworthy, minimizing the risk of fraud. Here are some possible uses:

• Verify the identity of new clients before adding them to your database.
• Authenticate documents such as leases and sales contracts.
• Ensure compliance with KYC (Know Your Customer) and other regulatory requirements.
• Automate the verification process for quicker onboarding and processing.

How to Set Up IdentityCheck Integration with Rex

Setting up the integration between IdentityCheck and Rex through Zapier is straightforward. Follow these steps:

1. Create accounts on IdentityCheck and Zapier if you don’t have them already.
2. Log in to your Zapier account and click on the “Make a Zap” button.
3. Select Rex as your trigger app and choose a trigger event, such as “New Contact” or “New Listing.”
4. Connect your Rex account to Zapier by following the provided instructions.
5. Next, select IdentityCheck as your action app and choose an action event, such as “Verify ID.”
6. Connect your IdentityCheck account to Zapier by providing the necessary API keys.
7. Map the required fields between Rex and IdentityCheck to ensure data is correctly transferred.
8. Test your Zap to ensure everything is functioning correctly, then activate it.

How to Use the Integration

Once the integration is set up, using IdentityCheck within Rex is simple and efficient:

• Log in to your Rex account and perform the usual procedures for adding or managing your contacts and listings.
• When you add a new contact or update an existing one, Zapier will automatically trigger the ID verification process via IdentityCheck.
• The verification result will be updated in your Rex account, allowing you to take appropriate action.
• For seamless compliance, you can set up notifications to inform you of verification results or any issues.

Integrating IdentityCheck with Rex through Zapier not only simplifies your ID verification process but also ensures that your real estate transactions remain secure and compliant. Utilize this powerful integration to enhance your workflow and safeguard your business.