Rex CRM is connected directly to APLYiD, allowing you to submit AML checks without switching systems or re-entering information.
PLEASE NOTE: This integration works with APLYiD's 'Core' product, not their 'Workflow' product.
How Rex and APLYiD Work Together
Rex connects securely to APLYiD behind the scenes.
When you submit an AML check in Rex:
- Contact details are sent securely to APLYiD
- APLYiD completes the verification
- The status and results are returned to Rex
You manage compliance from within your listing, while APLYiD handles the verification process.
What Agents Will See
Once APLYiD is enabled, agents will see:
- An AML section under Contact Compliance in the Listing View
- A list of relevant contacts linked to the listing
- Simple options to:
- Select which contacts to check
- Choose the AML check type
- Submit checks directly from Rex
- A Submitted view showing:
- Who has been submitted
- When the check was submitted
- The current status