The most secure way for title agents and attorneys to send, collect, and confirm wire instructions with clients.
Request a DemoDon’t let this happen to you. Always verify wire instructions before you or your client moves money. How?
Safely share wiring instructions with your clients
Request and receive validated bank account details from clients.
Verify a recipient's identity and banking information before sending client funds.
Email, phone, and other communications could be compromised or spoofed. CertifID keeps your transaction details safe from fraud.
No more worrying about wiring details getting mishandled or losing critical information. CertifID makes it easy to store your wire instructions securely with a few simple clicks.
With CertifID, send instructions to anyone who needs them in a secure and timely manner. Recipients will get an email and text message for easy access, no complicated passwords or login credentials to track.
We'll let you know once the recipient has received your wiring instructions and is ready to complete the transfer. Even better, every wire transfer protected by CertifID includes up to $2 million of insurance.
Still asking for voided checks? Your clients expect a better experience. Balance convenience and security using CertifID.
Eliminate the extra hassle of trying to track down a seller to get their bank information. CertifID makes it easy, all you need to get started is the name, email and phone number of your client.
With CertifID, your client validates their identity and provides bank details in just a few clicks. Giving you (and them) the peace of mind you need to send money and complete the transaction.
You'll receive a notification once the bank details are received and you're ready to complete the transfer. Rest easy knowing every wire transfer protected by CertifID includes up to $2 million of insurance.
Still using call back procedures? It's time to upgrade your process. CertifID validates wiring information before you make a transfer
Once you've received banking information from your client and are ready to make a transfer, input those details into CertifID to ensure they are valid.
In less than 60 seconds the recipient's identity will be validated and the bank details verified. CertifID's process is quick and provides the assurance you deserve.
Once the recipient confirms their bank details, you'll be notified and ready to complete the transaction. Rest easy knowing that the transfer is insured up to $2M.
In order to send a request, you will need (at a minimum) the name, email address, and phone number of the recipient.
CertifID provides added security and up to $2 million of direct first-party insurance on every verified wire transfer. The solution also reduces the time and resources spent to verify individuals and their account details that traditional best practices require.
Yes, users of all ages and tech experience love how easy it is to use CertifID. Your clients can go through the CertifID process on any device (mobile, laptop, desktop, tablet) without needing to download an app or create an account/password.
The average company is onboarded and gains the full benefits of CertifID within 2-3 weeks of contract. Smaller companies with a handful of users typically only need a 45-min kickoff and training call before they’re ready to get started. Large companies with multiple offices, usually take a phased approach by piloting in one office and then expanding to all locations.
Didn't get the answer you needed? Reach out and we'd be glad to help.
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