How to send a Digital Onboarding Invite

Adding a New Property & Vendor 

To digitally onboard a new vendor in movebutler, you'll first need to create the property and add the vendor's details. Once this has been completed, you can send the vendor a Digital Onboarding invitation, allowing them to complete their onboarding online.

1. From your Dashboard, click Onboard or Quote Client.
2. Select Onboard New Vendor.
3. Search for the postcode of the property being sold and select the correct address from the list. If you can't find the property, click Or enter address manually, enter the property details, then click Continue.
4. On the next page, you'll be prompted to obtain the Title Register. If you don't require it, select I don't need a Title Register.
5. Enter the property value (the asking price) and select whether the property is being sold by Private Treaty or Auction.

6. Select the Vendor Client Type and Legal Type. If you're adding a company, see Onboarding a Company Client.

   

7. Enter the vendor's title, first name, middle name (if applicable), and surname.

   

8. Enter the client's telephone number, email address, date of birth, and sex.

   

Note: If the client does not have their own email address, they cannot be digitally onboarded. While a telephone number is optional, a valid email address is required to receive the Digital Onboarding invitation. Clients without an email address should be onboarded in-platform instead.

10. Enter the client's correspondence address, or select Same as Transaction Address if they live at the property being sold.  

10. Select the client's capacity. Click Save and Continue.

You'll then be taken to the next page, where you'll see a confirmation message stating "Client was successfully added."

If you need to add another vendor, repeat the same process.

Once all vendors have been added:

11. Scroll down the page.
12. Tick the box to confirm that the client has consented to their information being added to movebutler.
13. Select Send Customer a Digital Invitation
14. Answer the question "From a money laundering perspective is there anything unusual or suspicious about this transaction or individual at this stage?"

15. Click Send Customer Digital Invitation

    

16. Chose whether you want the invite to also be sent via SMS by ticking the Notify client via SMS box.
17. Click Confirm and Continue

✅You've now successfully added the property and vendor(s), and sent a Digital Onboarding invitation.

At this stage, there's nothing further for you to do. Simply wait for your client to complete the Digital Onboarding process.

Once they have finished, you'll receive an email notification, and the client's status in movebutler will update accordingly.

Adding a New Buyer

Once you've added the property and vendor, you can add any buyers to the transaction.

1. From your Dashboard, navigate to Property Audit and click the transaction address.
2. From the Transaction Overview page, click Add New Client.
3. Select the Buyer Client Type and Legal Type. If you're adding a company, see Onboarding a Company Client. 

4. Enter the buyer's title, first name, middle name (if applicable), and surname.

5. Enter the client's telephone number, email address, date of birth, and sex.

   Note: If the client does not have their own email address, they cannot be digitally onboarded. While a telephone number is optional, a valid email address is required to receive the Digital Onboarding invitation. Clients without an email address should be onboarded in-platform instead.

    

6. Enter the client's correspondence address. If you can't find the address, click Or enter address manually, enter the address details, then continue.
7. Click Save and Continue.

You'll then be taken to the next page, where you'll see the confirmation message "Client was successfully added."

If you need to add another buyer, simply repeat the same process.

Once all buyers have been added:

8. Select Send Customer a Digital Invitation
9. Answer the question "From a money laundering perspective is there anything unusual or suspicious about this transaction or individual at this stage?"

10. Click Send Customer Digital Invitation

    

11. Chose whether you want the invite to also be sent via SMS by ticking the Notify client via SMS box.
12. Click Confirm and Continue

✅You've now successfully added the buyer(s) and sent a Digital Onboarding invitation.

At this stage, there's nothing further for you to do. Simply wait for your client to complete the Digital Onboarding process.

Once they have finished, you'll receive an email notification, and the client's status in movebutler will update accordingly.

Switching from Digital Onboarding to In-Platform

You can switch from Digital Onboarding or an Online Biometric ID Verification invitation to In-Platform onboarding at any time. 

However, once you have started In-Platform onboarding and have ordered or completed any in-platform AML checks, you cannot switch back to a digital onboarding route. This is because the client's verification journey has already begun and cannot be changed.

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