Using the ZipID Smartphone app

This article explains what ZipID is and how you can use it in your business.

What is ZipID?

The process of collecting a client's ID is paper-based which can cause delays and frustrations and can lack consistency. Connective has partnered with Veda to offer our members free access to the ZipID app which allows you to capture your client's ID information in a single PDF report, simply by using your smartphone.

No more having to understand each lender’s ID requirements, fill out the lender’s ID form, take copies of the ID documents, save them to your file and submit them to the lender. The ZipID functionality helps make your ID checks simpler, faster and safer.

What’s so great about ZipID?

You can submit the report as your client’s ID supporting document to any lender to prove your capture of ID at a face-to-face meeting. The benefits of conducting ID checks using the ZipID App are:

It takes significantly less time than current manual or paper-based processes
It captures all the ID information you need (including high-quality images of the required ID documents, a specimen signature, and client photo) in one simple PDF report
It securely manages your client’s personal information without leaving ID records on your camera roll in your mobile device, and
It helps you to ensure that you have met your compliance obligations with ID requirements on every file!