Introduction

Clozio is designed to simplify the complexities of real estate transactions for professionals. With its powerful transaction hubs, Clozio brings clarity and efficiency by enabling seamless information sharing with clients. By integrating IdentityCheck, professionals can effortlessly add a layer of robust ID verification to Clozio’s already impressive toolset, ensuring secure and compliant transaction processes.

Why Connect IdentityCheck to Clozio

Integrating IdentityCheck with Clozio provides real estate professionals with unparalleled security and efficiency. This integration streamlines the identity verification process, allowing agents to verify client identities instantly, enhancing trust and reducing the risk of fraud. As seen in our Guardian Tax Solutions case study, IdentityCheck can drastically reduce onboarding time, freeing up valuable time and resources.

Additionally, adding a KYC check directly into Clozio ensures compliance with industry standards without disrupting the flow of transactions. This combination boosts productivity and enhances client satisfaction by making the process swift and secure.

Setting Up the Integration

1. Log into your Clozio account and navigate to the integration settings page.
2. Select IdentityCheck from the list of available integrations.
3. Click “Connect” and provide your IdentityCheck account credentials.
4. Authorize the connection, granting Clozio the necessary permissions to access IdentityCheck services.
5. Configure your identity verification preferences to match your workflow.
6. Save the settings, completing the integration process.

How It Works in Clozio

Once integrated, accessing ID verification tools through Clozio is straightforward. For instance, when initiating a new transaction, enable the “Identity Check” feature. Clozio will seamlessly prompt clients to verify their identity, ensuring all parties involved in the transaction are securely validated. This streamlined process ensures that identity checks are seamlessly incorporated into every transaction, maintaining both speed and security.

Frequently Asked Questions

• What happens if a client’s identity cannot be verified? If a client’s identity cannot be verified, Clozio will notify you to follow up for alternate verification methods.
• How is my data stored and protected? Both Clozio and IdentityCheck adhere to strict data protection laws, ensuring that all information is encrypted and securely stored.
• Can I customize the identity verification process? Yes, customization options are available in the integration settings to better fit your specific needs.

In Summary

Integrating IdentityCheck with Clozio offers real estate professionals a streamlined path to secure and efficient transaction processes. This powerful combination not only enhances security with reliable identity verification but also maintains the intuitive and client-focused approach that Clozio is known for. Experience improved compliance and peace of mind with seamless identity checks in Clozio.