Overview of Wise Agent CRM

Wise Agent CRM is an intuitive customer relationship management tool designed to meet the needs of real estate professionals. With features like contact management, transaction management, marketing automation, and powerful analytics, Wise Agent CRM helps real estate agents manage their client interactions more effectively and efficiently.

Benefits of Using ID Verification with Wise Agent CRM

Integrating IdentityCheck with Wise Agent CRM can significantly enhance your workflow. Some possible use cases include:

• Client Onboarding: Quickly verify the identities of new clients as part of your onboarding process.
• Transaction Management: Ensure that all parties in a transaction are verified, adding an extra layer of security.
• Data Integrity: Maintain accurate and verified client records in your CRM.
• Compliance: Meet regulatory requirements by verifying client identities.

How to Set Up IdentityCheck Integration with Wise Agent CRM

Follow these steps to integrate IdentityCheck with Wise Agent CRM using Zapier:

1. Create an Account: Ensure you have accounts created on Zapier, IdentityCheck, and Wise Agent CRM.
2. Log into Zapier: Navigate to the Zapier website and log in.
3. Create a New Zap: Click on “Make a Zap” to start the integration process.
4. Select Wise Agent CRM as the Trigger App: Choose Wise Agent CRM and select an appropriate trigger, such as “New Contact Added.”
5. Connect Your Wise Agent CRM Account: Follow the prompts to link your Wise Agent CRM account to Zapier.
6. Select IdentityCheck as the Action App: Choose IdentityCheck and select the action you wish to perform, such as “Verify Identity.”
7. Connect Your IdentityCheck Account: Link your IdentityCheck account by entering your API credentials.
8. Map the Data: Map the relevant data fields between Wise Agent CRM and IdentityCheck.
9. Test the Zap: Conduct a test to ensure the integration works correctly.
10. Turn on the Zap: Once tested, turn on the Zap to enable the integration.

How to Use ID Verification with Wise Agent CRM

After setting up the integration, you can begin using IdentityCheck to verify identities directly from Wise Agent CRM:

1. Add a New Contact: When you add a new contact in Wise Agent CRM, the integration will automatically trigger the ID verification process through IdentityCheck.
2. Automated Verification: IdentityCheck will process the verification in the background. The results will be available in Wise Agent CRM, linked to the respective contact.
3. Review Verified Data: Access the verified data within the contact’s profile in Wise Agent CRM. This allows you to confirm the authenticity of your client’s identity effortlessly.
4. Ongoing Monitoring: Use the integration for ongoing monitoring of your client database to ensure that records remain accurate and verified.

Integrating IdentityCheck with Wise Agent CRM through Zapier simplifies your ID verification process, ensuring that you have secure, compliant, and accurate client records.