Introduction

magicplan is your go-to tool for creating floor plans, field reports, and estimates with ease. By integrating IdentityCheck, you can enhance your workflow by incorporating seamless ID verification. IdentityCheck helps magicplan users streamline customer interactions, ensuring quick and reliable identity checks that align with your project needs.

Why Connect IdentityCheck to magicplan

Integrating IdentityCheck with magicplan offers significant advantages, especially for teams looking to ensure smooth client onboarding and robust compliance processes. With easy KYC checks embedded within your workflow, you can enhance security and ensure precision. In one example, Guardian Tax Solutions reduced onboarding time by 90% using IdentityCheck; a benefit magicplan users can emulate for efficient compliance handling. Read the full case study.

Whether you are a contractor verifying homeowner identities or a project manager ensuring team compliance, IdentityCheck provides a secure, streamlined solution for modern KYC needs. The integration aids in fraud reduction by ensuring that every identity is verified before accessing critical project data.

Setting Up the Integration

1. Log into your magicplan account and navigate to the integrations section.
2. Select IdentityCheck from the available options.
3. Authorize the connection by entering your IdentityCheck API key.
4. Configure the verification settings to align with your specific needs.
5. Test the integration with a sample user to ensure everything is functioning correctly.
6. Start using IdentityCheck features within your magicplan projects.

How It Works in magicplan

Using IdentityCheck within magicplan is intuitive. Once integrated, you can initiate identity checks directly from the app. For example, if you manage a real estate team, you can verify a client’s identity before finalizing an estimate with a few clicks. The streamlined process ensures that only authorized personnel have access to sensitive project details, enhancing both security and efficiency.

Frequently Asked Questions

• Where is my data stored? Data is stored securely in compliance with international data protection regulations.
• Can I customize the verification message? Yes, you can tailor the messages to fit your branding and communication style.
• What if someone doesn’t complete the ID check? You will receive a notification, allowing you to follow up or restrict access until verification is completed.

Wrapping Up

By integrating IdentityCheck into your magicplan account, you gain a secure and efficient tool for identity verification that simplifies operations and enhances trust. The streamlined process guarantees quick onboarding and robust compliance, so you can focus more on managing successful projects. Experience the difference today with identity checks built right into magicplan.