How Do I send a client my company's wiring instructions?

Use CertifID to protect your buyers and clients by sending your wiring instructions securely.

To start, you will enter the full legal name, email address, and mobile number for the recipient. A mobile phone number is recommended so that we are able to send the user text messages to verify their identity.



There are places for you to fill add a Reference Number or Description, but that is optional. You will then choose the Underwriter that is associated with your title agency.

You will then choose the Account that you will use to send wiring instructions to your client. 

There is a Notes section available to add any additional instructions for the user.

 

For any additional information, please contact your Customer Success Manager or reach us at support@certifid.com.