Introduction

Cataleya Chat, available at cataleyachat.com, is the AI Assistant Every Modern Realtor Needs. With Cataleya Chat, realtors harness the power of AI to streamline communication, enhance engagement, and improve client satisfaction with intuitive chat functions and task automation. By integrating IdentityCheck, realtors can seamlessly incorporate advanced ID verification processes, ensuring every interaction is secure and compliant.

Why Connect IdentityCheck to Cataleya Chat

When IdentityCheck is integrated with Cataleya Chat, it empowers realtors with smooth KYC checks, boosting trust and credibility in client interactions. This collaboration reduces onboarding time and compliance costs, echoing the success seen in the Guardian Tax Solutions case study, where IdentityCheck cut onboarding time by 90%. Discover how you can enhance your work by connecting IdentityCheck to your Cataleya Chat assistant.

Read the full case study here: Guardian Tax Solutions Case Study

Setting Up the Integration

1. Log in to your Cataleya Chat dashboard.
2. Navigate to the integrations section.
3. Select “IdentityCheck” from the list of available integrations.
4. Follow the on-screen instructions to authorize and connect your IdentityCheck account.
5. Configure the verification settings to match your specific client engagement requirements.
6. Save your changes and test the integration for seamless execution.

How It Works in Cataleya Chat

Once integrated, IdentityCheck allows you to verify identity details within Cataleya Chat seamlessly. For example, during a chat conversation about listings, agents can prompt clients to complete a quick ID verification. This in-app flow ensures that sensitive client information is secured immediately, enhancing trust and confidence in your services.

Frequently Asked Questions

• Where is the data stored? IdentityCheck stores all data securely and complies with local data protection regulations.
• Can I customize the verification process? Yes, IdentityCheck allows for customizable verification settings tailored to your business needs.
• What happens if a check is incomplete? You will be notified within Cataleya Chat to follow up with the client for completion.

In Summary

Integrating IdentityCheck with Cataleya Chat combines robust ID verification protocols with the smart, intuitive design of Cataleya’s AI, making it a powerful tool for real estate professionals. The process not only safeguards sensitive information but also reinforces client confidence, streamlining communication effectively and efficiently.