Introduction to Surefire CRM

Surefire CRM is a robust customer relationship management tool tailored for mortgage professionals. It streamlines lead management, automates marketing efforts, and enhances customer engagement, all aimed at improving productivity and closing rates.

Uses for IdentityCheck with Surefire CRM

Integrating IdentityCheck with Surefire CRM is beneficial for various ID verification needs, such as:

• Streamlining Client Onboarding: Verify the identity of new leads and clients seamlessly during the onboarding process.
• Compliance Assurance: Meet regulatory requirements by verifying client identities quickly and accurately.
• Fraud Prevention: Enhance security measures and protect your business from fraudulent activities.

Setting Up Integration

Here’s how to set up IdentityCheck with Surefire CRM using Zapier:

1. Log in to your Zapier account.
2. Click on “Make a Zap” on the top right corner.
3. Choose Surefire CRM as your trigger app.
4. Select the appropriate trigger event (e.g., New Lead).
5. Log in to your Surefire CRM account and authorize Zapier to access your data.
6. Next, choose IdentityCheck as your action app.
7. Select the action event, such as Verify ID.
8. Log in to your IdentityCheck account and authorize Zapier.
9. Map the required fields between Surefire CRM and IdentityCheck.
10. Test the Zap to ensure it’s working correctly and then turn it on.

Using the Integration

Once the integration is set up, using IdentityCheck with Surefire CRM is straightforward:

1. When a new lead is added in Surefire CRM, the integration will trigger an ID verification request via IdentityCheck automatically.
2. The client’s identification information will be sent to IdentityCheck for processing.
3. Upon a successful verification, the status will be updated in Surefire CRM, allowing your team to proceed with confidence.

Leveraging this integration ensures a smoother client workflow and enhances both security and compliance within your mortgage operations.