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Using CertifID

Using CertifID

These articles help you access your account and get an understanding of how you send and receive requests.

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12 articles in this collection
Written by Bill Hook, Katie Stewart, and Nicole
Getting Started

How does CertifID work?

CertifID empowers any two parties to safely and securely exchange wiring instructions.
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Written by Bill Hook
Updated over a week ago

How does CertifID work for verifying lenders?

It is possible to use CertifID with a lender
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Written by Bill Hook
Updated over a week ago
Frequently Asked Questions

How do I select an Underwriter?

Here's an example of how to select the Underwriter in a request.
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Written by Nicole
Updated over a week ago

What is Two Factor Authentication (2FA)?

2FA is a very important step in security.
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Written by Bill Hook
Updated over a week ago

How long before a request expires?

Recipient has 30 Days to respond.
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Written by Katie Stewart
Updated over a week ago

What do the statuses mean?

Here are all of the possible statuses a request can have and what they mean.
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Written by Nicole
Updated over a week ago
Troubleshooting

I forgot my password, what now?

You can reset your password through a few easy steps.
Nicole avatar
Written by Nicole
Updated over a week ago

I am trying to register my account but cannot be identified - what now?

Not a problem. Please contact us at support@certifid.com
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Written by Bill Hook
Updated over a week ago

I am not receiving the Two Factor code while registering my account - what do I do?

Check with your administrator
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Written by Bill Hook
Updated over a week ago

I don’t have access to this phone - how do I get into my account?

Don't have access to the phone listed on your account? No problem.
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Written by Bill Hook
Updated over a week ago

I sent a request but the recipient never received it.

What to do if your client says they never received the email request.
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Written by Bill Hook
Updated over a week ago

The wiring instructions I want to send aren’t available?

Contact your Administrator
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Written by Bill Hook
Updated over a week ago