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Seamlessly and Securely Completing Client Intake
Prolegis has partnered with Treefort, a leader in digital identity verification (IDV), to deliver an integrated solution that transforms your initial client interaction. This partnership allows you to automate and secure the entire intake process, moving from initial contact to verified, accurate data entry in minutes.
Maximum Protection, Streamlined Compliance
Protect your firm and your clients against sophisticated identity and title fraud with Canada's most robust verification and monitoring solution.
IDV Core:
What it is: This efficient process utilizes advanced Face Match technology to verify the client against their government-issued ID.
Benefit: Ideal for quickly establishing a clear, verified identity during standard intake. The verified information is then automatically extracted and imported into the Prolegis matter file.
When to use IDV Core: when the primary goal is to meet regulatory requirements and the fraud risk is low.
Comprehensive IDV Options for Secure Intake (Powered by Treefort)
Prolegis provides you with flexible identity verification options that suit your specific due diligence needs and matter complexity during intake.
Protection Built into Every Matter
Two Simplified IDVs per Transaction
Every real estate matter includes access to two core IDVs (powered by Treefort), ensuring verified identity for both the purchaser and vendor/borrower as a standard practice for secure intake.
Protect Every Matter, Effortlessly
Prolegis makes incorporating ID verification into your workflow easy and essential. You can now implement this industry-leading verification on every single real estate matter, establishing a new, maximum level of protection and due diligence across your practice.