This document outlines a 7 step process for realtors to collect data from clients using PlanetVerify. Realtors can send data collection requests, clients can upload information on any device, and realtors can review, note, and close profiles while ensuring compliance with data legislation. PlanetVerify automates the process to make it more efficient for realtors and clients.

1. DATA COLLECTION
FOR REALTORS
2023

2. Step 1
Step 2
Step 3
Step 4
Send client (tenant or seller) a request to
share their data. Branded email is sent.
Clients can easily and quickly use a link to
submit all information using any mobile device.
Automatic reminders ensure profile is completed.
Review submitted information, check progress of all
requests, reject any incomplete profiles, assign to
another dashboard user. Make notes and add information
to complete profile.
Close profile to store or delete the
information.
PlanetVerify for Realtors 2
Data Collection Process

3. SEND A DATA REQUEST
PlanetVerify for Realtors 3
One click to send a data request or use API integration for automatic requests.

4. CLIENT UPLOADS THEIR DATA IN SECONDS
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5. EASY TO VIEW CLIENT PROFILES
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6. REVIEW AND CLOSE PROFILES
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7. PlanetVerify is quickly set up with full branding
for your company
RESULT:
• Automated process is much more efficient
• Provide a professional first impression
• Cyber security (no need to open risky attachments)
• Fully compliant with recent Personal Data legislation
• Reduced abandonment from applicants
2023 PlanetVerify for Realtors 7

8. PlanetVerify for Realtors 8
Realtors can use the platform to:
• Quickly send out a request for a tenant or seller to share their personal documents and data.
• Monitor and control what data is received, send automatic reminders, reject and re-request
documents.
• Automatic save or delete profile data.
• Pre-made templates used to ensure consistency-same data collected every time.
• Collaborate with other team members view progress and share data securely.
• API integrations allow automatic data requests to be sent or a link or QR code on any website
enables clients to start the process.
How does it work?

9. SUMMARY
Planetverify gives your clients a more
professional impression and reassurance that
their personal data will be managed in the
most professional way.
Easy and quick to set up, easy to use and
saves a ton of time.
Review of 2022 9