Create an Identity verification for Xplan clients

From the Xplan integration page, click on the Open button next to the client you want to create an identity verification for.

Under Identity verification, click Create verification.

A pop-up will appear with all of your Xplan client's details already filled out. Once everything is set, just click Create to finish the process.

Check out this help article to learn more about creating Identity verification.
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Once the identity verification is completed, a copy of the certificate of verification will be pushed to Xplan and added to the client's file notes.