Open the Link from Your Solicitor or Conveyancer
You’ll receive an SMS/Text invitation from your solicitor or conveyancer with a link to download the Checkboard application.
Tap the link to download the app and open it on your device.
Step 1: Log In and View Your Flows
Once you’ve downloaded the app and logged in, you’ll be directed to your home page. Here, you’ll see all the flows that have been sent to you.
If you have multiple flows assigned, each will display:
The type of flow(e.g. Property Landlord)
The sender’s name (solicitor or conveyancer)
The date sent
The Flow ID
👉 Select the correct flow that reads “Property Landlord flow” to continue.
Step 2 Review Property Details and Requirements
When you open the flow, you’ll see a summary of your Property Landlord Flow, including:
Property address
Monthly amount
Items you’ll need to provide
Typically, you’ll be asked for:
A valid ID (passport or UK driving license).
Proof of address issued within the last three months (e.g. utility bill, bank statement, mortgage statement).
Once you’re ready, tap Begin.
Step 3: Review the Consent Page
Before proceeding, you’ll see a page explaining what you’re consenting to.
By completing this flow, you agree to share the following details with Checkboard:
Automated flow submission
Email address
Identity verification
Address history
Background searches
Tap I’m ready to move forward.
Step 4: Flow Review
This page shows your progress:
Completed tasks will appear in green
Started but incomplete tasks will appear in orange
Incomplete tasks will remain in white
Step 5: Complete Each Step in the Flow
You’ll now see the different tasks you need to complete. These usually include:
Providing your email address.(How to enter my email address)
Verifying your identity.(How to complete the ID section)
Supplying your address history (How to add your residential address)
Uploading your proof of address.(How to upload your proof of address)
Work through each section at your own pace. Your progress will be automatically saved.
For help on each task you can click on the link tasks under step 5.
Step 6: Review and Submit
After completing your tasks, you’ll reach the Flow Review screen.
Once all tasks are complete, tap on Done.
Your flow will automatically submit after 30 minutes max if all tasks are finished.
If you need assistance or wish to stop the submission, contact [email protected] for support.