Client Identification
FULLY CUSTOMIZABLE & SIMPLE FORM
We will add your business card or photo and company name to the header.
Notifications can be sent to multiple emails simultaneously to notify other agents or brokers as well.
FILL IN THE FOLLOWING*:
Client First Name
Client Last Name
Client Email Address
Client Phone
Click "Agent Submit"
You will automatically receive an email with the attached information provided.
Your client will automatically receive the email below, indicating that they need to submit their ID.
*You may choose to enter all information yourself.
CLIENT EMAIL
The client will receive a professional email notification with your photo or business card attached.
They will be notified that company policy requires all clients to submit identification.
The client will be prompted to click on the
"Client Identification"
link.
CLIENT VIEW
The client will already see their name, email, and phone information filled in, which they can edit if needed.
The client can click on the blue button to open their camera and take a picture of their photo ID with their phone, or use it to upload a photo of their ID from their computer.
If the client has a vehicle, they will be prompted to provide the following vehicle information:
Year
Make
Model
License Plate
The following email will automatically appear in all of the email addresses you have designated:
