--- title: Customer Resources Portal --- [![Horizontal lockup](https://marketing.certifid.com/hubfs/CertifID%20Logos/White/Horizontal%20lockup.svg)](https://www.certifid.com) # 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.  [![Download PDF](https://no-cache.hubspot.com/cta/default/3485480/dd8267e7-b1ce-48e9-91ae-915664748308.png)](https://cta-redirect.hubspot.com/cta/redirect/3485480/dd8267e7-b1ce-48e9-91ae-915664748308) ![Welcome CerfifID](https://cdn2.hubspot.net/hub/507386/hubfs/CLEAN-images/lazy-imgs/lazy-img-800x500.png?width=300&height=388&name=lazy-img-800x500.png) [![Protected by badge](https://cdn2.hubspot.net/hub/507386/hubfs/CLEAN-images/lazy-imgs/lazy-img-200x200.png?width=300&height=103&name=lazy-img-200x200.png)](https://marketing.certifid.com/hubfs/Email%20Signature-1.zip?hsLang=en)     #### Email Footers Include this badge in your company email footers so your network knows you are secure. [![CertifID MPP 1-Pager](https://cdn2.hubspot.net/hub/507386/hubfs/CLEAN-images/lazy-imgs/lazy-img-200x200.png?width=155&height=200&name=lazy-img-200x200.png)](https://marketing.certifid.com/hubfs/CertifID%20MPP%201-Pager.pdf?hsLang=en)   #### Money Protection Plan  Share this document with your clients to explain the benefits if they purchase additional protection. [![post-samples](https://cdn2.hubspot.net/hub/507386/hubfs/CLEAN-images/lazy-imgs/lazy-img-200x200.png?width=300&height=215&name=lazy-img-200x200.png)](https://marketing.certifid.com/hubfs/Social%20Media%20Package.zip?hsLang=en) #### 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.  [![Download PDF](https://no-cache.hubspot.com/cta/default/3485480/09e77e3a-a54c-4b34-b205-377cfc2f3720.png)](https://cta-redirect.hubspot.com/cta/redirect/3485480/09e77e3a-a54c-4b34-b205-377cfc2f3720) ![PayoffProtect 101 Image](https://cdn2.hubspot.net/hubfs/507386/CLEAN-images/lazy-imgs/lazy-img-800x500.png) ![American Guardian Title - Logo](https://marketing.certifid.com/hs-fs/hubfs/American%20Guardian%20Title%20-%20Logo.webp?width=156&name=American%20Guardian%20Title%20-%20Logo.webp) > "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](https://no-cache.hubspot.com/cta/default/3485480/e10b7078-3fe1-4707-856d-32dba5003de8.png)](https://cta-redirect.hubspot.com/cta/redirect/3485480/e10b7078-3fe1-4707-856d-32dba5003de8) ![Generic_-_Real_Estate_Referral_PDF-1](https://cdn2.hubspot.net/hub/507386/hubfs/CLEAN-images/lazy-imgs/lazy-img-800x500.png?width=300&height=388&name=lazy-img-800x500.png)   ## Other Optional Resources A best practice to help you get better results is to communicate with all of your stakeholders about utilizing CertifID. [![Screen Shot 2021-10-28 at 10.58.17 AM](https://cdn2.hubspot.net/hub/507386/hubfs/CLEAN-images/lazy-imgs/lazy-img-200x200.png?width=197&height=200&name=lazy-img-200x200.png)](https://marketing.certifid.com/hubfs/Your_protection_is_our_priority.docx?hsLang=en) ##### **Buyer Email Template** Make buyers aware of the risk of fraud and what to expect from the organization using CertifiD [![Frame 1077242816](https://cdn2.hubspot.net/hub/507386/hubfs/CLEAN-images/lazy-imgs/lazy-img-200x200.png?width=155&height=200&name=lazy-img-200x200.png)](https://marketing.certifid.com/hubfs/CertifID%20-%20Landing%20Pages%20Assets/CertifID-Seller-Email-Template.docx?hsLang=en) ##### **Seller Email Template** Make sellers aware of the risk of fraud and what to expect from the Organization using CertifID [![CertifID MPP 1-Pager](https://cdn2.hubspot.net/hub/507386/hubfs/CLEAN-images/lazy-imgs/lazy-img-200x200.png?width=155&height=200&name=lazy-img-200x200.png)](https://marketing.certifid.com/hubfs/CertifID%20MPP%201-Pager.pdf?hsLang=en) ##### **Money Protection Plan** Share with your consumers the benefits of the additional Money Protection Plan offered by CertifID [![Frame 1077242817](https://cdn2.hubspot.net/hub/507386/hubfs/CLEAN-images/lazy-imgs/lazy-img-200x200.png?width=155&height=200&name=lazy-img-200x200.png)](https://marketing.certifid.com/hubfs/CertifID%20-%20Landing%20Pages%20Assets/CertifID-Introduction-B2B-Transactions.docx?hsLang=en) ##### **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](mailto:support@certifid.com) and your dedicated Customer Success Manager will help you add CertifID to your custom workflow.  ##### Title Goes Here Title Goes Here - Product - Services - About ##### Title Goes Here Title Goes Here - Best Case - People - Use This - Respect ##### Title Goes Here Title Goes Here - Column 3 - Sub Nav - Sub Nav - Testing 2 - Testing 3 ##### Title Goes Here Title Goes Here - Column 3 - Sub Nav - Sub Nav - Testing 2 - Testing 3 [![Horizontal lockup](https://marketing.certifid.com/hubfs/CertifID%20Logos/White/Horizontal%20lockup.svg "Horizontal lockup")](http://certifID.com) - Privacy Policy CERTIFID LLC © 2024 ![](https://px.ads.linkedin.com/collect/?pid=2531290&fmt=gif)