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Customer Resource Portal

Everything you need to incorporate CertifID into your processes.

 

 

Resources for your Clients

Exposing your clients to CertifID earlier in the closing experience makes them more likely to complete the verification process and reduces their chances of falling victim to fraud. 
 

Welcome PDF

Co-branded explainer

If you change only one thing about your process, we recommend including this PDF with the welcome email you already sent. This way, your clients will be introduced to the CertifID process from the beginning of the transaction. 

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Welcome CerfifID
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Email Footers

Include this badge in your company email footers so your network knows you are secure.

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Money Protection Plan 

Share this document with your clients to explain the benefits if they purchase additional protection.

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Social Media Package

Use these resources to help your clients, referral partners, and entire network know that you are taking security seriously with CertifID!

 

PayoffProtect 101

HOW DOES PAYOFFPROTECT WORK? 

This one-page informational sheet will help you understand how PayoffProtect works, some tips and tricks to get your payoffs validated quickly, and details what each of the statuses means. 

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"We send our clients the CertifID brochure in our initial email. We explain that CertifID helps secure their transaction. This is what helps us get so many responses and so quickly."

Leanne Leslie
Fundings Manager

 

Resources for your Referral Partners

Tell your referral partners about CertifID and why it will mean happier clients for you AND them!

 

CertifID Introduction

PDF explainer

A document you can share with your referral partners that explains CertifID and why partnering with you keeps them and their clients safe.

Download PDF

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Other Optional Resources

A best practice to help you get better results is to communicate with all of your stakeholders about utilizing CertifID.

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Buyer Email Template

Make buyers aware of the risk of fraud and what to expect from the organization using CertifiD

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Seller Email Template

Make sellers aware of the risk of fraud and what to expect from the Organization using CertifID

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Money Protection Plan

Share with your consumers the benefits of the additional Money Protection Plan offered by CertifID

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B2B Email Template

Tell banks, lenders, etc. what CertifID is and that you plan to use it with them in future transactions

 

Any Questions?

Email support@certifid.com and your dedicated Customer Success Manager will help you add CertifID to your custom workflow.