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.
After selecting this option, you'll click "here" to proceed to CertifID.
This will launch a new browser within RamQuest which will open CertifID.
After signing in to CertifID your RamQuest file will be automatically linked. Your next step is to select the appropriate Recipient from the file to populate the fields.
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.
Once the recipient receives the request and responds to it, CertifID will send a copy of the PDF certificate to the File Scan Unassigned folder for the file that was linked to the request.
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 support@certifid.com.