Introduction

Welcome to seamless client management with Shaker, a collaborative client relationship and workflow manager tailored for real estate teams. Known for its tagline, “Effortless Collaboration,” Shaker focuses on optimizing client communications, automating agent tasks, and managing real estate workflows efficiently for streamlined operations. Visit their website at Shaker.io for more details. By integrating IdentityCheck, you add a robust layer of ID verification to Shaker’s suite, ensuring compliance and security throughout your client transactions.

Why Connect IdentityCheck to Shaker

Integrating IdentityCheck into Shaker offers several key advantages:

• Enhanced Security: Ensure that every client interaction is safeguarded by a reliable identity verification process that meets compliance standards.
• Streamlined Workflow: Identity verification doesn’t need to slow you down. IdentityCheck automates this process in Shaker, allowing agents to focus on closing deals faster.
• Cost Efficiency: Reduce overhead costs associated with manual KYC checks. IdentityCheck ensures that your processes remain both cost-effective and efficient.

See how Guardian Tax Solutions transformed their onboarding process with IdentityCheck by cutting time by 90%, which is a testament to what real estate teams can achieve too. Read the full story here.

Setting Up the Integration

1. Log into your Shaker account.
2. Navigate to the integrations section in the dashboard.
3. Search and select IdentityCheck from the integration list.
4. Follow the on-screen prompts to authorize and connect your IdentityCheck account.
5. Customize the identity verification settings as per your workflow requirements.
6. Save changes and start verifying client identities directly through Shaker.

How It Works in Shaker

Once set up, IdentityCheck functions smoothly within Shaker. For example, when a new client request is received, an automatic KYC check is initiated. Agents are notified upon completion, allowing them to focus on cultivating relationships rather than administrative tasks. This seamless process ensures that all interactions are compliant and secure from the get-go.

Frequently Asked Questions

• Where is client data stored? Client data is securely stored in compliance with industry standards and privacy regulations.
• Can I customize the ID verification process? Yes, IdentityCheck allows you to tailor the verification process to meet specific client or transactional needs.
• What if an identity check is incomplete? You will receive prompt notifications and have the ability to manually follow up within Shaker, maintaining transparency and control.

Final Thoughts

Maximize the potential of your real estate workflow with the IdentityCheck integration in Shaker. This union not only fortifies security but also supercharges client management processes, streamlining operations for real estate professionals. Embrace enhanced efficiency and protect your transactions today.