Overview

Rex CRM includes an integration with First AML, allowing you to connect your First AML account, sync office and user data, and create AML cases directly from Rex listings - keeping your compliance workflow in one place.


For detailed information on how to set up and use this integration from inside Rex CRM, see Rex CRM’s help centre: https://support.rexsoftware.com/hc/en-us/articles/56794889646361-First-AML-Integration-Introduction



Setting up the integration

To enable this integration within Rex CRM, you will need us to provision you with a First AML API Client ID and Client Secret. 


Before we can do this for you, we need to understand how you want your REX account/s to interact with your First AML platform.


Understanding your setup scenario


Your setup scenario
What you need to do
You have a single Rex account, shared by all your offices

Skip to Requesting your API Client ID and Client Secret below.
You have a single Rex account, only used by some of your offices
You will need to copy and complete the following spreadsheet to tell us how we need to provision your credentials correctly:
Rex <> First AML Mapping

Then, move to Requesting your API Client ID and Client Secret below.
You have multiple Rex accounts
You will need to copy the following spreadsheet to tell us how we need to provision your credentials correctly:
Rex <> First AML Mapping

Then, move to Requesting your API Client ID and Client Secret below.


Requesting your API Client ID and Client Secret

  • Contact First AML Onboarding Team onboarding@firstaml.com requesting your Client ID & Client Secret.
  • Let us know your setup scenario above, and please include a link to your Rex <> First AML Mapping if applicable.
  • Provide the name and email address of the First AML Compliance Admin we should send these credentials to.
  • We will send your credentials to the email address in a secure link.