video1.0<iframe src="https://www.loom.com/embed/4eda68823f9842d1b7ab237502c12663" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/4eda68823f9842d1b7ab237502c12663-c4d51b6c8881641e.gif99.5991In this video, I walk you through how to integrate Brokerage with FastKey, a powerful tool for client ID verification and document requests, like CRA docs. Once set up, you can easily send requests directly from the mortgage participant section in Brokerage. The ID verification allows clients to choose from options like a driver's license or passport, while CRA docs will request two years of document history. You can track the status of these requests both in FastKey and under the documents section in Brokerage. If you haven't set up FastKey yet, make sure to enable third-party integrations in your settings.