Reapit Verify Self-Activation

Overview

Existing Reapit customers can activate Reapit Verify themselves, without a sales call or onboarding project. Activation takes around ten minutes and the office can send its first verification request the same day. This article covers:

• Before you activate
• Activating Reapit Verify
• Granting user access
• Your first verification

Master User or administrator access is required.

Before you activate

1. Confirm who in your business is the AML/CTF compliance officer — you will nominate them during activation.
2. Have your billing details handy. Verify is billed per completed verification, added to your monthly Reapit invoice; current pricing is shown during activation before you confirm.
3. Check that vendors' and purchasers' mobile numbers are being captured in your CRM — verification requests are sent by SMS by default.

Activating Reapit Verify

1. Sign in to the Reapit Connect admin portal.
2. Navigate to Products › Available products and find Reapit Verify, then select Activate.
3. Select the offices to activate. Activation is per office, and you can add more offices later.
4. Nominate your compliance officer — they receive flagged-case escalations and the monthly compliance summary.
5. Review the pricing and terms, tick to accept, and select Confirm activation.
6. Verify appears in your product switcher within a few minutes, and the Verify tab appears on listings and sales in Reapit Sales.

Granting user access

1. In the Reapit Connect admin portal, open Users.
2. For each user who will create or manage cases, open their profile, enable Reapit Verify on the Products tab and choose a role — User for agents, Compliance Officer for reviewers.
3. Select Save. Access applies at the user's next sign-in.

Note: Agents only need the User role to create cases and send requests. Keep the Compliance Officer role limited — it can approve flagged cases and override compliance settings.

Your first verification

1. Open a current listing in Reapit Sales and select the Verify tab.
2. Create a case for the vendor and send the request by SMS.
3. Watch the case complete on the dashboard — most customers finish within the hour.

Tip: Run your first case on a willing colleague's personal details before using it with a customer, so you have seen the customer-side experience end to end.