Mark A Vendor AML Check As Complete Or Failed Via An Appraisal

The AML Check feature allows you to update the outcome of a vendor AML check directly from within a appraisal in Grow CRM.

Once a vendor AML check has been processed, it will need to be marked as either Complete or Failed to reflect the outcome of the check. Marking an AML check as Complete or Failed is an important step in your agency's compliance process, and if AML restrictions have been enabled in your AML Settings, all checks associated with the appraisal must be marked as Complete before the appraisal can be set to Active.

This article will walk you through marking a vendor AML check as complete or failed from within a appraisal.

1. On the side menu, click Properties.
2. Click Appraisals.
   
3. Click the appraisal address.
   
4. On right-hand side of the appraisals, 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:
   • Complete
   • Failed
      
9. Enter any notes if required.
10. Click Save AML Check.