We are excited to announce Vault, our new all-in-one FICA compliance solution for real estate. Vault will help you create customised FICA questionnaires, send onboarding links to clients, collect information and documentation, perform real-time ID verification and screening, apply risk ratings, and more – all wrapped in an innovative pay-as-you-use package.
Visit the Vault page to learn more about the key features and view our launch brochure, which includes:
- Create customised FICA questionnaires for your real estate agency or attorney office;
- Send onboarding links to your clients or let them scan a quick QR onboarding code in person;
- Collect customer info & documents;
- Perform real-time ID verification & AML screening for FICA compliance;
- Apply and track risk ratings;
- View detailed audit trails and manage all your information in secure storage;
- Pay-as-you use pricing that scales with your business;
Our focus is on saving you time and simplifying the sales or rental cycle with a proactive approach. You can quickly onboard buyers, tenants, or sellers and identifying potential risks early on in the process. Integration with our Base CRM, including Deal Tracking, is coming early next year to make things even smoother.
