Integration of IdentityCheck with InvestorLift Using Zapier

InvestorLift is a powerful platform designed to help real estate investors scale their operations seamlessly. By leveraging advanced data analytics, it allows investors to find, analyze, and manage real estate deals more efficiently. To ensure the authenticity of these transactions, ID verification becomes crucial. This is where IdentityCheck integration comes into play, seamlessly connecting with InvestorLift through Zapier to provide a streamlined identity verification process.

Uses of IdentityCheck for InvestorLift Users

By integrating IdentityCheck with InvestorLift, users can effortlessly verify the identities of buyers, sellers, and other stakeholders in their real estate transactions. This verification process helps in:

• Ensuring compliance with legal and regulatory standards.
• Minimizing the risk of fraud and fraudulent transactions.
• Building trust with verified identity data for all parties involved.

Setting Up ID Verification with IdentityCheck and InvestorLift

Follow these steps to set up the integration:

1. Create accounts on IdentityCheck and InvestorLift if you don’t have them already.
2. Visit Zapier and log in or create an account.
3. Navigate to the Zapier integration page for IdentityCheck and InvestorLift.
4. Click on the “Create Zap” button.
5. Select InvestorLift as the trigger application and choose a specific trigger event, such as “New Deal” or “New Contact”.
6. Connect your InvestorLift account by following the on-screen instructions to authorize Zapier to access your InvestorLift data.
7. Next, select IdentityCheck as the action application and choose the specific action, such as “Verify ID”.
8. Connect your IdentityCheck account, authorizing Zapier to perform identity verification actions.
9. Map the data fields between InvestorLift and IdentityCheck, ensuring the necessary information (such as name, email, and identification documents) will be transferred for verification.
10. Test the integration to ensure everything is working correctly.
11. Once verified, turn on your Zap to activate the integration.

Using ID Verification in InvestorLift

Once the integration is set up, using IdentityCheck for ID verification within InvestorLift is straightforward. Here’s how to use it effectively:

1. Log in to your InvestorLift account and navigate to the relevant section where you need to verify identities, such as a new deal or contact.
2. When a new trigger event occurs (as specified during setup), the identity verification process will automatically initiate via IdentityCheck.
3. You will receive notifications and results of the verification directly within your InvestorLift dashboard or via Zapier, depending on how you configured the notifications.
4. Review the verification results to ensure that the identity of the involved party is authenticated. If any issues arise, you can follow up directly through the contact information provided.

With the seamless integration of IdentityCheck and InvestorLift through Zapier, you can now focus on growing your real estate investment business with the confidence that all involved parties are properly verified.