CertifID Reviews & Product Details

I use CertifID to securely verify banking information for payoff wires and to confirm a person’s identity. The platform is easy to use, and helps protect against fraud which gives me peace of mind. Having this extra layer of security is invaluable in my line of work. I highly recommend CertifID to anyone who needs reliable identity and wire verification. Review collected by and hosted on G2.com.

It's not instant, but that's fine - I don't mind waiting few hours or even a day to get the information I need. Having peace of mind is worth a small wait! Review collected by and hosted on G2.com.

I use CertifID for fraud protection in my title agencies, and it provides us with confidence that we're dealing with the right people and that our clients' money is safe throughout the transaction. I appreciate the ease of use and like everything about the product. The features I value most are wire verification and payoff ordering, as they help protect our clients during major purchases. I find the thoroughness of the product and the speed of information verification to be great. I also value the smooth and seamless onboarding process, and the CertifID team is best in class. Overall, CertifID handles all wires in the transaction, which is a major reason why we switched from Qualia Shield. Review collected by and hosted on G2.com.

There have been a few issues with brokerage wires not being able to be verified and that has caused the team frustration. Review collected by and hosted on G2.com.

I have come to really like and appreciate the customer service with CertifID. When a client has an issue using the program, I can easily chat with a representative to figure out this issue--most of the time I have an answer within 5 minutes or less. Review collected by and hosted on G2.com.

My added remarks above address the issue I had previously raised--while it would still be nice to be able to see what the client sees to help troubleshoot, the outstanding customer service really helps in this area. Review collected by and hosted on G2.com.

I love the ease of requesting payoffs through CertifID, as they assist with follow-ups and ensure the payoff information is legitimate. I appreciate their customer service and having a dedicated person to contact with questions, making it easier as I get familiar with the representative and don't have to start over explaining issues each time. The process for ID verification is very simple for our clients, and even when they encounter issues, I can walk them through it over the phone. Compared to the previous process we used, this one is much better. Even if a glitch occurs with CertifID, they sort it out quickly when contacted. The initial setup of CertifID was easy, and I would rate my likelihood of recommending it as a 10 out of 10. Review collected by and hosted on G2.com.

It would be great to be able to send wiring instructions either to a phone or an email. You need to have both to be able to send them. And there are a lot of times where we need to rush and send those to the clients because of the due diligence period and when the contract doesn't include all of the clients information we are having to do research before we can send them wiring instructions. I think it would be great if we didn't need both their phone number and their email. If we have both I don't mind including it. Review collected by and hosted on G2.com.

It's great UI makes inputting and requesting information easy. Our representative at CertifID (David Ernest) is also great to respond to any support needs quickly and efficiently Review collected by and hosted on G2.com.

Sometimes the Banking Information Request/Collect will have questions that customers don't remember. Especially if they have many assets, sometimes they don't remember when they owned a certain car, etc. Review collected by and hosted on G2.com.

I like how quickly and easily I can perform tasks with CertifID, as it doesn't ask for too much information. I appreciate quickly getting on, entering a few things, and then the rest just happening. Review collected by and hosted on G2.com.

I would love integration with Qualia. I'd like for me to be able to put the buyer/borrower's email and phone number in the file then to be able to send instructions out easily through there without having to log into CertifID separately and re-enter the file, address, names, etc. Review collected by and hosted on G2.com.

Being able to send wire instructions securely, verifying payoff wire instructions, confirming customer's wire instructions. So easy and quick to use. Most all mortgage companies are in their database, even ones you wouldn't thing would be. Example: Hard money lenders. Review collected by and hosted on G2.com.

The downside is customers being leery of using. The fact that it has to go to their cell phone in addition to their email. Also, there seems to be some type of glitch where customers have to copy the link and paste it into their URL for it to work. Review collected by and hosted on G2.com.

I really appreciate the peace of mind this provides. Wiring can be a stressful process, but this product helps ease that anxiety thanks to the security and coverage it offers. Review collected by and hosted on G2.com.

At times, CertifID can seem like an extra set of hurdles, especially if the customer on the other end isn't very tech savvy. The most challenging aspect is often having to explain how the technology works and helping the customer troubleshoot any issues that come up. Review collected by and hosted on G2.com.

CertifID is a very user friendly platform for verifying identities and wire instructions, giving us the peace of mind that our wires will be going to the correct party(ies). Review collected by and hosted on G2.com.

Sometimes it is very difficult to get our buyers/sellers/borrowers to figure out what they need to do once the link is sent to them, often times leading to a rejection of verification. The complaints I hear from our clients range from the verification questions they are asked as they tend to contain very old information to be verified, or the questions do not pertain to them. This again leads to rejections. Review collected by and hosted on G2.com.

I like the ease of identity and business verification and the whole process is automated - by avoiding manual processes, the tool ensures accuracy and fraud prevention.

With proper verification, CertifID ensures that funds goes to the right place and this gives us peace of mind. Review collected by and hosted on G2.com.

Using CertifID is straightforward and everything has worked. No issues. Review collected by and hosted on G2.com.