Profiles and applications
What happens to new product applications?
Learn what happens when a new product application is added to a profile, from task creation to application approval/rejection.
What happens to monitored product applications?
Learn what happens after a product application is approved, including what causes applications to go into review.
What happens to product applications in review?
Learn what happens when approved applications go into review, from performing checks to application approval/cancellation.
How are company associates onboarded?
Learn how to onboard and monitor officers, shareholders, trustees, and authorised persons.
Reject or cancel an application
Learn to reject a new product application or cancel an approved product application.
Approve or reject application escalations
Learn how to review applications that have been escalated to your team.
Filter and sort profiles
Learn how to filter and sort to see the profiles and applications you're looking for.
Add notes and files to profile Conversations
Learn how to use the Conversations section to leave messages and upload files.