CertifID Features

Requires verification of credit card, debit card, and money transfers prior to accepting payments

Monitors for and rids systems of bots suspected of committing fraud.

Constantly monitors system to detect anomalies in real time.

Alerts administrators when fraud is suspected or transactions have been declined.

Stores data from external or internal sources related to fake accounts, evaluating users for risk.

Actively gathers data on suspicious purchasing sources and characteristics of common committers of fraud.

Produces reports detailing trends and vulnerabilities related to payments and fraud.

View and track pertinent metrics to find patterns and gain insights from data

Tags users suspected of committing fraud and identifies them upon return.

Rates each transaction's risk based on specific factors and their benchmarked scores.

Prevents previous committers of fraud from future transactions.

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Electronic signing method that validates the authenticity and integrity of a digital document

Create, design and manage workflows for repetitive tasks

Import, collect, and capture data from multiple sources

Manage user consent requests and documents

Searchable repository of information about clients

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access software remotely via mobile devices

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

A record of all activities within the system, including user access, changes made, etc.

Connect with meeting participants remotely over video

Track visitors'/audience's responses across web pages and other optimized content

Application programming interface that allows for integration with other systems/databases

Track and manage adherence to policies for any service, product, process, or supplier

Supports access to crypto blockchains

A set of software tools and programs used by developers to create applications for specific platforms

Search and filter data across systems to locate required information by entering keywords or certain criteria

Determines the location of a device using GPS or an IP address

Use AI to generate content in the form of text, images, videos, etc.

Manage and support multiple languages

Plan availability and assign specific time slots for tasks and resources

Verify the identity of users/devices to enable secure access

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Manage the process of evaluating documents or requests submitted for approval

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Define levels of authorization for access to specific files or systems

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Securely stores data to prevent data loss or breaches

Verifies and confirms the accuracy of an address

Identify or authenticate a person's identity through biological data such as fingerprints or facial patterns.

Store, manage, and track all electronic documents in a centralized location

Store, manage and track all forms in a centralized location

Create, manage and track all task activities and progression

Allow organizations to streamline the check-in process for visitors.

Manage the maintenance of building facilities

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Monitor and record expenses such as purchases or charges incurred

Schedule predetermined or ad hoc maintenance services and labor requests

Manage, optimize, and automate tasks related to parking operations

Track and manage adherence to policies for any service, product, process, or supplier

Tracking previous payments, the next due payment and regularity in monthly rent collection from tenants

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, manage, and send invoices or bills to customers

Dedicated portal for tenants to submit their queries or maintenance requests, pay rent & interact with staff

Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)

Manage the cleaning and maintenance of rooms and common areas and track the work status of cleaning staff

Collect payments from tenants via online or offline mode, create recurring schedules and send reminders

Monitor the process of lease agreements

Import and export data to and from software applications

Set up connections to third-party platforms to improve business processes

Accept and process online payment transactions

Managing renters, rent payments, maintenance workflows & documents.

Keep track of vacant properties

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage, maintain and track the performance of assets and equipment

A collection of customer information such as contact details, demographics, previous interactions, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Process of a guest arriving at and departing from a hotel, resort, or any hospitality establishment

Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

Manage, organize, and store contact information

Manage various distribution channels, build relations with channel partners, and track their performance

Timed notification for any upcoming task, deadline, appointment, or activity

Store, manage, and track all electronic documents in a centralized location

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Monitoring & logging of information related to guests' activities, preferences & interactions within hotels, resorts, or events

Managing service requests, incidents, IT issues & support with a ticketing system

Handle activities like room booking, rent processing, lease agreement management, and client communication

Centralized database to track details of properties (including lease, tenant, and owner information)

Evaluate the criminal, financial, and employment history of tenants

Manage, track & record the usage and occupancy of physical spaces such as apartments, offices or meeting room

Plan, manage, and track the financial activities of an individual or organization

Track and monitor how vehicles are used

Used by retail investors and active traders/day traders

Graphical representation of data

Defines specific deal parameters to negotiate and secure deals

Interact with data visualization elements, such as charts and graphs, to drill down into data

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Used by appraisers

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Creating, assign, and track jobs and/or tasks for work orders

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Calculates a company's working capital which is the amount of money a company has available to run its business

Online portal through which end users can access the system, manage tasks, or obtain information

Generate one-off reports that meet information requirements

Notifications that are delivered to users as soon as an event occurs

Used by brokers

For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings

Receive data and information in real time

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Used by property managers

Notifications received when important dates and deadlines are coming up

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Receive and/or send email notifications for urgent updates, requests, or other information

Track and manage schedules and meetings via an integrated calendar

Track and document all activities across devices, networks, and other systems

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track, store, and access client contracts or licenses

A record of all activities within the system, including user access, changes made, etc.

Form predictions based on past and present data/trends

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Add, view, and edit details for commercial, corporate, or hospitality properties that are available for sale or rent

Alter the layout and content of reports

Private online space that lets businesses securely share documents and provide information access to clients

Set & manage permission levels based on user roles and restrict access to only authorized individuals

The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return

Compare and match accounting/financial records with corresponding bank statements

Centralized accounting record which tracks all financial transactions

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Manage bookkeeping for client trust accounts

Track money owed to a company's creditors/suppliers

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Manage and monitor rental payments, coordinate any tenant alterations, and handle lease amendments

Tools for the systematic analysis of various types of data or statistics

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Portal for property owners to manage property listings, upload documents, track payments and generate reports

Add, view, and edit details of all properties managed by an agency that are available for sale or rent

Track outstanding invoices and the money owed from clients

Create budgets based on historical data and future projections

Generate reports to assess the financial performance of an organization

Generate recurring invoices

Manage employee salary processes, data, taxes, and records administration efficiently

Plan, pay and track business related expenses.

View and track pertinent metrics to find patterns and gain insights from data

Create, design and manage workflows for repetitive tasks

For realtors, real estate investors, property managers, and other real estate professionals.

Manage, record and track all business exchanges in form of money and its related interactions in the system

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

More than one location

Addition of necessary external data, applications, tools, or features

Public or private sharing of digital files such as documents, audio/video, images, and more

Access software remotely via mobile devices

Tracking, calculating, and paying commissions and earnings to employees

Periodic reports with commission payout details

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Visualize locations on a map

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Engage with a lead throughout the sales process by actively providing information

Automatically identify and save contact information of potential customers

Pre-designed layouts that can be customized to match preferences and requirements

Preview and make real-time changes in the web content

Allow the audience to interact or engage with the content

Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.

Manage the process of attracting and converting business prospects into leads

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Create proposals based on costs of labor and materials

Charts that represent what are current market situation, prices, trends and more

Provides a channel for team members to share media files, communicate, and work together

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

Share and present designs

Support multiple types of devices

Adjust communications based on previous interactions or personal preferences

Making price adjustments to comparable property

Notifications via mobile devices

Import, collect, and capture data from multiple sources

Search and filter data across systems to locate required information by entering keywords or certain criteria

Add customized logos and colors to align with company branding

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Form predictions for optimal prices based on past and present data (market data, competitor products, special events, weather, etc.)

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Create and send email blasts/campaigns

Store, manage and track all forms in a centralized location

Measure and track time including hours worked and paid time off (PTO)

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Access the system via a mobile application

Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Digitally sign online documents

Track all opportunities for potential sales and convert them into recurring revenue

Create, save, and re-purpose templates for emails, forms, etc.

Track the status over time for a request, process, asset, or transaction

Integration with third-party CRM systems

Store and organize documents in a centralized system