Introduction

Hously, a Real Estate CRM designed by agents for agents, streamlines your real estate operations by simplifying and scaling your business with automation. With Hously, you manage contacts, listings, and transactions effortlessly while maintaining focus on client relationships. Integrating IdentityCheck amplifies these capabilities by adding robust identity verification tools, enhancing trust and compliance in client interactions.

Why Connect IdentityCheck to Hously

Incorporating IdentityCheck into Hously provides several meaningful benefits for real estate professionals:

• Seamless KYC Checks: Integrate automated identity verification directly into your CRM workflow, enhancing accuracy and efficiency in verifying client identities.
• Streamlined Onboarding: Reduce onboarding times by efficiently conducting identity checks as part of the client setup process, simplifying your operations.
• Enhanced Compliance: Maintain legal compliance effortlessly by incorporating comprehensive identity verification tailored to real estate needs.

Consider how Guardian Tax Solutions transformed their onboarding process, achieving a 90% reduction in time, showcasing the potential integration benefits for real estate CRM use.

Setting Up the Integration

1. Log into your Hously account and navigate to the integrations section.
2. Locate IdentityCheck in the list of available integrations and click ‘Connect.’
3. Authorize the connection by entering your IdentityCheck credentials.
4. Configure your identity verification settings according to your business needs.
5. Test the integration with a sample client to ensure seamless operation.
6. Finalize your setup and start conducting identity checks in Hously.

How It Works in Hously

Within Hously, initiate an ID verification for new clients directly from their profile page. Simply select ‘Verify Identity’ and allow IdentityCheck to perform a KYC check, leveraging real-time data to ensure authenticity. For example, when onboarding a new property buyer, IdentityCheck verifies their legal documentation, streamlining the onboarding process and ensuring compliance.

Frequently Asked Questions

• Where is the data stored? Data collected during identity checks is securely stored and processed in compliance with data protection regulations.
• Can I customize the identity verification process? Yes, customize the elements of the ID verification to fit your specific needs via IdentityCheck’s settings integration.
• What happens if an ID check is incomplete? You will receive a notification prompt to take corrective action, ensuring no check is left unresolved.

Final Thoughts

Integrating IdentityCheck into Hously not only streamlines your identity verification processes but also bolsters compliance and client trust. By leveraging this integration, Hously users can efficiently manage client verifications, ensuring a seamless blend of technology and real estate expertise.