Protect your wires from fraud and receive your documents without leaving RamQuest
Before using the CertifID and RamQuest integration, you must have CertifID setup as an approved Trading partner. Check out THIS ARTICLE first.
After you have set up your file and have added the buyer and seller contacts, you will be able to launch closing market and submit a call to CertifID.
Note: CertifID validates people, not companies, so make sure the contact info has a person's email, phone, and legal name.
After selecting CertifID you will be provided an option to "Confirm" someone else's account information (i.e. a seller) or to "Send" your company's wiring information (i.e. a buyer) from the file.
This will launch a new browser within RamQuest which will open CertifID.
In the example above, Johnny Doe (the primary buyer) was selected and his information was automatically added to all of the fields. All that is left to do is select the escrow account that you are sending wiring instructions from.
Here is a quick video of sending company information to a buyer.
We hope you find this article helpful! If you have further questions or you are not sure how to proceed reach out to firstname.lastname@example.org.