Add Proof Of Identity To A Vendor / Landlord Record

The guide below runs through how to add in the Proof of Identity from the Property Health Check to a Vendor / Landlord record

Click on the Property tab and select Property Health Check within Lists.

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From the left hand side, tick to show properties with no Proof Of Identity.

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To add the Proof of Identity click View next to the relevant property.

Select the Vendor / Landlord tab on the Property record and click on their name.

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From the Vendor / Landlord record click on the Other tab and click to edit the Money Laundering Summary.

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Next to Proof of Identity input in the type of identity used as proof and select Save.

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