Update A Purchaser AML Check

The AML Check feature allows you to make changes to an existing purchaser AML check directly from within a contract in Grow CRM.

Once a purchaser AML check has been created, you may need to update it to reflect changes in the purchaser'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 contract's lifecycle.

This article will walk you through updating a purchaser AML check within a contract.

1. On the side menu, click Properties.
2. Click Contracts.
   
3. Click the contract address.
   
4. On right-hand side of the contracts, 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.