The views available in movebutler depend on your user role and the permissions assigned to your account.
- General Users can view their own transactions, as well as transactions assigned to other staff members within their branch.
- Branch Administrators can view and manage all transactions within their assigned branch.
- Account Administrators can view and manage all transactions across every branch within the agency.
Client Onboarding Views
The default tab displayed on the Client Onboarding page depends on your user role:
- General Users will see My Onboarding by default.
- Branch Administrators will see Branch Onboarding by default.
- Account Administrators will see All Onboarding by default.
You can switch between the available tabs at any time by simply selecting the one you wish to view.
Client Onboarding Filtering
Once you've selected the appropriate tab, you can use the filters to control which clients are displayed.
The available filters include:
- Date Range – Filter clients based on when they were added to movebutler.
- Search Type – Filter by the type of AML check carried out.
- Risk Level – Filter by the client's risk rating (Incomplete, High, Medium, or Low).
- Due Diligence – Filter by the client's due diligence status (Verified, Alert, or Incomplete).
- Incomplete – Display only clients with outstanding onboarding requirements.
- Requires Approval – Display clients awaiting approval.
- Requires In-Platform Verification – Display clients who require manual verification within movebutler.
You can also use the Search field to locate a client by name and select Clear Filters at any time to reset all applied filters.
Property Audit Views
The default tab displayed on the Property Audit page depends on your user role:
- General Users will see My Properties by default.
- Branch Administrators will see Branch Properties by default.
- Account Administrators will see All Properties by default.
You can switch between the available tabs at any time by simply selecting the one you wish to view.
Property Audit Filtering
Once you've selected the appropriate tab, you can use the filters to control which transactions are displayed.
The available filters include:
- Date Range – Filter transactions based on when they were added to movebutler.
- Search – Search for a transaction using the property's postcode or the first line of the address.