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Walkthrough: verify a buyer or vendor from Agentbox

For real estate agencies: how the StackGo and Agentbox integration verifies a client's identity, step by step: add <kyc> after the first name on the contact; on the client’s phone, a few minutes, nothing to type; the result lands on the Agentbox contact; the result and the full report in StackGo.
  1. 0:00Start the check in Agentbox
  2. 0:15The client verifies on their phone
  3. 0:35The result comes back

How a client ID check works with Agentbox

  1. Add <kyc> after the first name on the contactType <kyc> after the contact’s first name and save. The contact must be Active and have an email address.
  2. On the client’s phone, a few minutes, nothing to typeEverything happens on the person’s own phone, from the email StackGo sends.
  3. The result lands on the Agentbox contactThe result lands on the contact as a private note, with a link to the full report.
  4. The result and the full report in StackGoThe report records the document, date of birth, ID and selfie images, and a timeline of the check. Download it as a PDF for your records.

Setup, the fields written back and common questions are on the Agentbox integration page.

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