StepOne and Engage


Once your clients have been invited and registered through the StepOne process, you can view their activity from to stay up to date on how to best engage with them. 

In the Engage page, simply click on the client's card in the Leads column. 


In the StepOne Column, you'll see the following activities related to the StepOne verification process:

  • Registered with Remine
  • Verified Identity
  • Received Credit Score
  • Created Saved Search

The StepOne tab of the Engage page will update automatically to reflect your client's progress. 

For more information on StepOne, check out the StepOne section of our Support Center. 

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