Using technology to facilitate compliance
As a specialist housebuilder management system, ContactBuilder understands the housebuilding process along with the importance of compliance, ensuring that you can make ID checks quickly and easily and supporting with adherence to GDPR and AML (anti-money laundering) legislation. We continually improve and update our integrations and features to ensure compliance is at the forefront of ContactBuilder, so you can focus your time on progressing sales and providing an exceptional service.
Easy, automated, identity verification
Via our integration with Credas, IDV and AML checks can be conducted remotely, instantly and to the highest data security standards, removing the burden of AML compliance checks. Credas uses cutting-edge biometric facial recognition technology and provides results in real-time, allowing for quick and easy ID verification. This not only ensures that you always have documented and backed-up evidence of AML compliance, it also allows this important process to be conducted quickly and easily – without the need to arrange face-to-face visits.
Keeping data safe, and GDPR compliant
The central tenets of the GDPR legislation are that personal data is used appropriately, for the purpose intended by the person whose data it is, that it is held securely, and that the individual can change their preferences about how their data is used at any time.
Customer data held in ContactBuilder fulfils these requirements with very little effort from your sales teams. The information is usually filled out by the individual themselves, ensuring that their details are correct. ContactBuilder also ensures you only contact people according to their stated preferences, meaning you cannot accidentally send a bulk email or SMS update to anyone who has opted out of these communications. Anyone wishing to unsubscribe from marketing communications is able to do so easily (i.e. by clicking “unsubscribe” on an email, and ContactBuilder will automatically update their new preferences so you don’t have to worry about keeping track of these.
Make signing contracts and taking payments easier
The advances in e-sign technology mean you are now able to complete forms legally, securely, quickly… and digitally. Our integration with Signable provides you with the ability to sign these forms online, meaning the whole process can be done remotely to save time. These forms also ensure accuracy by being pre-filled with the contact’s relevant personal and purchase information. By taking the steps to a seamless transition to a paperless sales process, you relieve the hassle of paperwork.
Our integration with Worldpay allows your team to process payments such as reservation fees and options and extras upgrades securely through ContactBuilder, even allowing you to set up automated payment reminders to help keep everything on track. All customer and purchase information are taken from the contact’s record, reducing the risk of any form-filling errors and helping to streamline the process. As the process is fully digitised, there’s no need to arrange face-to-face meetings, saving your team and customer’s time. Your sales team can securely access all the information they need in ContactBuilder.
To find out more about our features and integrations why not arrange a demo or speak with your account manager.