Give clients the living room experience

Just imagine your team are finalising a deal or onboarding a client in-person. Instead of double-handling buyer information and chasing down documents, they simply hand the client a tablet or phone. They follow clear guided steps to scan IDs and moments later our optical character recognition (OCR) tech has everything verified and filled in. No back-office bottlenecks, just smooth ID checks that don’t miss a beat. AML compliance so effortless your team and their clients will barely notice it - that’s the living room experience!

Our OCR feature guides step-by-step to quickly and seamlessly capture a client’s ID via phone or tablet. From there our software takes care of the rest: extracting key data fields (name, date of birth, etc.), flagging any mismatches, conducting verification checks, and storing records that are secure and audit-friendly.

Why your agents will love it:

• It’s fast - verification happens on the spot, so there’s no need for return visits or double handling information.
• It’s secure - images and extracted data are encrypted and stored securely against your customer’s profile.
• Better customer experience - clients will be wowed by your agents' swift, modern processes, done face-to-face in moments. The guided tour makes sure it’s super easy for clients of all tech abilities and keeps your team consistent.
• Less admin for your agents and their clients - automatically extracting key fields not only saves your agents and buyers time, it reduces human error too! Any mismatched fields are flagged with prompts for quick resolution.
• Stay compliant with confidence - our platform ensures you stay AML/CFT compliant with ID verification, secure storage and a clear audit-ready trail. Take out the human error and make compliance simple and easy for your team!

The living room experience keeps deals moving by enabling on the spot AML/CFT compliance. For real estate teams who want fewer mistakes and follow‑ups, faster closings and cleaner audit trails - this is the kind of small change that makes a big operational difference.

Want to see how the living room experience fits into your workflow? With no contract and no commitments, you can book a demo with us to explore the platform or get started with a free trial today.