Using CertifID

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

14 articles in this collection
Written by Bill Hook, Katie Stewart, and Nicole

Getting Started

Selecting an Underwriter

Here's an example of how to select the Underwriter in a request.

Written by Nicole
Updated this week

How does CertifID work?

CertifID empowers any two parties to safely and securely exchange wiring instructions.

Written by Bill Hook
Updated over a week ago

How do I register my account?

Registration is a one-time two-minute process.

Written by Bill Hook
Updated over a week ago

What is the difference between Send and Confirm?

Send your wiring instructions or allow customers to Confirm their wiring information.

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

Written by Bill Hook
Updated over a week ago

Frequently Asked Questions

What is Two Factor Authentication (2FA)?

2FA is a very important step in security.

Written by Bill Hook
Updated over a week ago

How long before a request expires?

Recipient has 30 Days to respond.

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.

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.

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

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

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.

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.

Written by Bill Hook
Updated over a week ago

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

Contact your Administrator

Written by Bill Hook
Updated over a week ago