Don’t Put Your SoftPro Clients At Risk: Improve Your Real Estate Software with CertifID

What if you had the opportunity to integrate with the critically important financial side of the closing transaction, protecting the collection and disbursements of wire transfers?

Don’t Put Your SoftPro Clients At Risk: Improve Your Real Estate Software with CertifID

What if you had the opportunity to integrate with the critically important financial side of the closing transaction, protecting the collection and disbursements of wire transfers?

Written by:

Matt Kilmartin

Read time:

3 min

Category:

Software Integrations

Customers expect a seamless, secure, and personalized experience, especially when it comes to one of the biggest transactions of their lives. That’s one of the reasons your company has already chosen to use SoftPro to facilitate the back-end management of closing and title paperwork.

But what if you had the opportunity to integrate with the critically important financial side of the closing transaction, protecting the collection and disbursements of wire transfers? That’s why many choose to pair CertifID’s secure wire fraud prevention platform with their existing SoftPro 360 implementation.

However, the integration of SoftPro real estate software and CertifID can do so much more for your business than just protecting closing transactions. Here are some other benefits for your business and your customers:

SoftPro and CertifID are fully integrated!

Seamless CertifID and SoftPro 360 Integration

One of the biggest benefits—outside of the security that CertifID offers your customers—is just how easily the CertifID platform integrates into your existing SoftPro 360 implementation, both technically and functionally.

After confirming the right mix of services for your business, begin using CertifID by selecting the product in your SoftPro 360 settlement services tab. Once selected, your team can offer all of the features of CertifID’s fraud prevention platform directly within SoftPro’s real estate software without disrupting the rest of your workflow.

For example, with the CertifID service added, you can immediately validate buyer, seller, and agent identities to safely share and collect wiring information with all of the related parties in a secure session that is unique to each transaction.

You can go one step further and develop messages and branding specific to your CertifID-enabled communications to provide a unified experience for customers. Internally, your business can set up different account permissions based on user roles, including clients, escrow accounts, office locations, and more.

What CertifID Offers Your Business

Once woven into your existing workflow, CertifID provides additional features that save time and increase productivity.

For example, through your existing SoftPro interface, your team can send wiring instructions, collect bank details, and confirm bank account information. In addition, any relevant data you have already collected about your clients or the transaction can be auto-populated, preventing rework and time-consuming manual data entry.

The status of your clients’ CertifID activities can also be summarized on the order, allowing your team to then drill down to specific accounts and tasks with the click of a mouse.

What CertifID Offers Your Customers

Although your customers will appreciate the streamlined and integrated experience, they will most appreciate the extra layer of security and assurance you provide them without adding new forms or portals.

When you use CertifID to handle the collection and confirmation of bank details for disbursement, each transaction is guaranteed up to $1 million by Lloyd’s of London, providing extra peace of mind during an otherwise potentially stressful transaction.

Take the Next Step

No matter the size of your title company or law firm, your customers want to feel like they are your number one priority.

That’s why pairing the power of CertifID’s wire fraud prevention platform with your SoftPro 360 real estate software makes so much sense. With this integration, you offer your clients a superior level of security in the financial side of their transactions and add features that speed up back-end productivity in your existing workflow.

Ready to learn more about CertifID and all the ways we can give you and your customers peace of mind? Then click here to get started with a demo.

Matt Kilmartin

VP of Sales

Matt has over a decade of experience bringing disruptive Software-as-a-Service (SaaS) solutions to market in the automotive, MarTech, and real estate industries. He excels in high-growth tech companies with a passion for building and leading sales teams that deliver a memorable, consultative experience to prospective clients.