Update A Vendor AML Check Via An Appraisal

The AML Check feature allows you to make changes to an existing vendor AML check directly from within an appraisal in Grow CRM.

Once a vendor AML check has been created, you may need to update it to reflect changes in the vendor's details or the status of the check. Updates can be made at any stage of the process, allowing your agency to keep AML records accurate and up to date throughout the appraisal's lifecycle.

This article will walk you through updating a vendor AML check within an appraisal.

1. On the side menu, click Properties.
2. Click Appraisals.
   
3. Click the appraisal address.
   
4. On right-hand side of the listings, locate the AML Check section.
5. Hover your cursor over the AML check.
6. Click Edit.
   
7. Click the Status field.
8. Click the appropriate option from the dropdown:
   • Not Started
   • In Progress
   • Complete
   • Failed
      
9. Enter or edit notes if required.
10. Click Save AML Check.