Introduction

Discover seamless identity verification with IdentityCheck integrated into INTAGENT Leads, where cutting-edge real estate web design meets advanced CRM lead management. INTAGENT Leads’ core mission is to empower real estate professionals with high-quality websites and tools that optimize lead generation and client engagement. By layering IdentityCheck onto this robust platform, real estate agents and brokers can enhance security, efficiency, and trust, ensuring every client interaction is verified and secure.

Why Connect IdentityCheck to INTAGENT Leads

Integrating IdentityCheck with INTAGENT Leads not only fortifies your KYC checks but also delivers substantial operational benefits:

• Enhanced Client Security: By verifying identity at every touchpoint, protect your clients and business from potential fraud.
• Streamlined Verification Process: Save valuable time with automated checks that seamlessly integrate into your existing workflow, ensuring every lead is both genuine and compliant.
• Improved Client Trust: Build credibility with clients when they know their sensitive information is handled with care and diligence.

Explore how Guardian Tax Solutions drastically cut their onboarding time by 90% with IdentityCheck—an inspiring example reinforcing the benefits for the real estate industry.

Setting Up the Integration

1. Log in to your INTAGENT Leads account and navigate to the integrations section.
2. Search for IdentityCheck and select it from the available integrations list.
3. Click “Connect” and follow the prompts to authenticate your IdentityCheck account.
4. Configure your verification settings to align with your business requirements.
5. Run a test identity check to ensure everything is working correctly.
6. Start verifying leads effortlessly with your new setup.

How It Works in INTAGENT Leads

The integration seamlessly processes identity checks within INTAGENT Leads. For instance, when a new lead enters the system, IdentityCheck automatically performs a KYC check, confirming their identity before they are added to your CRM. This ensures that every lead is verified and genuine, optimizing your marketing efforts and sales strategies.

Frequently Asked Questions

• Where is my data stored? Your data is securely stored within IdentityCheck’s encrypted servers, ensuring compliance with industry standards.
• Can I customize the level of verification required? Yes, customize the identity verification levels to suit your business needs, from basic checks to comprehensive KYC processes.
• What happens if an identity check fails? You’ll receive a notification, allowing you to take corrective action or request additional information from the lead.

Final Thoughts

Integrating IdentityCheck with INTAGENT Leads brings unparalleled efficiency and security to your real estate business, allowing you to verify identity seamlessly. By implementing this integration, you protect your organization and clients while optimizing your lead management processes. Start today and transform your business operations with confident, verified client interactions.