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The QR customer intake, step by step

One QR code starts the whole deal on the buyer's phone. It takes about two minutes.

  1. Capture. The buyer scans the code and photographs their driver's license. DealSafe checks that the document is real, not just present.
  2. Verify. If anything needs a second look, the buyer confirms identity on their phone through out-of-wallet questions or a carrier-based check.
  3. Screen. Red Flags screening runs on every deal. OFAC screening is one click away on any deal you choose.
  4. Document. Results, consents and resolutions land in the deal record and your identity theft program log automatically.

A buyer who starts on their phone and stops can finish with your salesperson on the iPad. Nothing is lost.

Remote buyers complete the same flow by link before they arrive or before delivery.