Caitlin
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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 i...
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 ei...
Mark A Vendor AML Check As Complete Or Failed Via A Listing
The AML Check feature allows you to update the outcome of a vendor AML check directly from within a listing in Grow CRM.Once a vendor AML check has been processed, it will need to be marked as eith...
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...
Update A Vendor AML Check Via A Listing
The AML Check feature allows you to make changes to an existing vendor AML check directly from within a listing in Grow CRM.Once a vendor AML check has been created, you may need to update it to re...
Create A Vendor AML Check Via An Appraisal
The AML Check feature enables you initiate and manage AML compliance checks for vendors directly from within an appraisal in Grow CRM. When creating a vendor AML check via an appraisal, the check w...
Create A Vendor AML Check Via A Listing
The AML Check feature enables you initiate and manage AML compliance checks for vendors directly from within a listing in Grow CRM. When creating a vendor AML check via a listing, the check will be...
AML Settings
AML Settings allow your agency to manage Anti-Money Laundering (AML) compliance directly within Grow CRM, ensuring all required checks are completed before key milestones are reached in your listin...
Send An SMS Via The Offers Section
The Offers section in Grow CRM lets you send SMS messages directly to potential buyers associated with an offer. You can send messages individually by adding a saved template, manually typing out t...
Send An SMS Via A Tenancy Application
The Offers section lets you send SMS messages directly to contacts associated with an application. You can send messages individually by adding a saved template, manually typing out the message, or...