Introduction

Visit the official homepage of TotalBrokerage at https://www.totalbrokerage.com/ to discover “The only complete Real Estate Brokerage software solution from contact through closing.” With a commitment to streamlined operations, TotalBrokerage offers core features such as lead management, transaction analytics, automated marketing, and more. IdentityCheck integrates seamlessly with TotalBrokerage, enhancing its capabilities by introducing advanced identity verification processes and reducing risk in client onboarding.

Why Connect IdentityCheck to TotalBrokerage

Integrating IdentityCheck into TotalBrokerage offers several compelling benefits. First, it significantly improves the KYC check process, enabling swift and secure identity verification for new clients. This integration also enhances compliance management and reduces onboarding times, key components for transaction success. For example, Guardian Tax Solutions reported a 90% reduction in onboarding times, showcasing how effective identity checks optimize business operations.

Setting Up the Integration

1. Log in to your TotalBrokerage account and navigate to the settings panel.
2. Locate the Integrations tab and select IdentityCheck from the list.
3. Follow the prompts to enter your IdentityCheck API credentials for secure access.
4. Customize identity verification settings to align with your brokerage’s client requirements.
5. Test the integration with a mock client to ensure the ID verification process works smoothly.
6. Save your settings and activate the integration to start verifying identities in operations.

How It Works in TotalBrokerage

In TotalBrokerage, the identity check process starts immediately after a new client signs up. By utilizing IdentityCheck, the system prompts clients to submit necessary verification details within their profiles. The data is instantly processed, with the results updating in the client’s file. This streamlined in-app flow saves an average of 30 minutes per client, improving efficiency while maintaining compliance with legal requirements.

Frequently Asked Questions

Where is the ID verification data stored after completion?

All identity verification data is securely stored within IdentityCheck’s encrypted databases, protecting user information and ensuring compliance with data privacy regulations.

Can I customize the identity verification process?

Yes, you can tailor the identity verification steps within IdentityCheck to meet your specific business compliance needs, offering flexibility for diverse client scenarios.

What happens if an identity check is incomplete?

If an identity check is incomplete, the system automatically notifies the concerned parties to provide additional information, ensuring the process is completed promptly.

Final Thoughts

Integrating IdentityCheck with TotalBrokerage brings a robust identity verification system that enhances overall brokerage operations. By simplifying compliance and expediting client onboarding, TotalBrokerage users are equipped to manage client relationships efficiently and securely.