Guides
15 articles
- How to Use Experian Credit Reports and Open BankingGuide to requesting client consent, running Experian credit reports, using open banking data, and reviewing data differences in Smartr365.
- What to do when an AML check returns a 'Consider' result or a fitness-probity watchlist matchWhat a 'Consider' result on a Yoti/Comply Advantage AML check means, how to review the record, and what compliance steps typically follow a fitness-probity or other watchlist match.
- How to Use Yoti for Digital Identity VerificationGuide to using Yoti digital identity verification in Smartr365, including subscription management, starting verification sessions, and viewing results.
- How to Use GBG ID3 Global for Identity VerificationGuide to setting up GBG ID3 Global credentials and running identity verification checks on clients in Smartr365.
- How to Use ULS eConveyancer for ConveyancingComplete guide for using ULS eConveyancer to request conveyancing quotes, instruct solicitors, and track orders in Smartr365.
- How to add credentials for GBG ID3
- How can I do a GBG ID check for business protection?
- Where are Experian Credit Reports located?
- Where can I request Experian Bank Statements from?
- Experian Client Guide
- How does a client use Experian?
- How to Use YotiYoti is a secure digital identity verification tool that helps advisers and clients confirm identity quickly and safely. This guide explains how to use Yoti within Smart365.
- Yoti Identity Verification Subscription
- How to Send a Client Portal Invite and Start Identity Verification (IDV) from a CaseStep-by-step adviser guide: sending a client their HomeBuyer/Client Portal invitation from a case and initiating the identity verification (IDV) process through the portal.
- Yoti in Smartr365: who can help with which questionWho to contact about a Yoti check: Yoti for check results, Smartr365 Support for how Yoti works in Smartr365, and Customer Success for credits and subscriptions.