Introduction

Top Producer is a robust real estate CRM designed to streamline follow-ups, allowing you to focus on building lasting relationships with your clients. By integrating IdentityCheck, you enhance Top Producer’s capabilities with seamless ID verification, a vital step in securing client trust and ensuring compliance.

Why Connect IdentityCheck to Top Producer

Integrating IdentityCheck with Top Producer simplifies your customer onboarding process and reinforces security through efficient identity verification. The integration allows for real-time identity checks, reducing the risk of fraud and enhancing your team’s productivity. In one case study, Guardian Tax Solutions slashed onboarding times by 90% using IdentityCheck, setting a precedent for efficiency and reliability.

The ability to leverage powerful ID verification within Top Producer supports Know Your Customer (KYC) processes and ensures compliance with industry standards. This integration not only enhances trust with your clients but also frees up valuable time for building relationships.

Setting Up the Integration

1. Log into your Top Producer account and navigate to the “Integrations” tab.
2. Select IdentityCheck from the list of available integrations.
3. Click “Connect” and enter your IdentityCheck account credentials.
4. Authorize the integration by confirming connection permissions.
5. Set your preferred ID verification settings and save changes.
6. Begin utilizing IdentityCheck within Top Producer’s CRM dashboard.

How It Works in Top Producer

Once integrated, IdentityCheck operates seamlessly within Top Producer. As you onboard a new client, you can easily initiate an identity check directly from the contact’s profile. A simple button click sends a secure verification request, automatically updating the client’s profile once completed. This process ensures a smooth onboarding experience, critical in settings like a recruiter verifying freelance agents before granting CRM access.

Frequently Asked Questions

• Where is my data stored? IdentityCheck stores data securely on encrypted servers, ensuring compliance with data protection regulations.
• Can I customize the verification message? Yes, you can tailor the message sent during the verification process to align with your brand’s tone.
• What if someone doesn’t complete the ID check? If a client does not complete the ID check, their profile will remain pending, allowing you to follow-up accordingly.

Secure, Simple ID Checks Built In

Incorporating IdentityCheck into Top Producer offers a streamlined and efficient solution for identity verification. By optimizing the onboarding process and enhancing compliance and security, this integration empowers you to focus on forging strong, trustworthy relationships with your clients. Make your CRM work smarter, not harder.