When completing a check, it's essential to provide sufficient details to help your agent or solicitor understand the source and accumulation of the funds. Here’s how to ensure you provide the right amount of information:

1. Be Thorough and Transparent

To facilitate a smooth process, make sure you provide a comprehensive overview of each step. The more thorough and transparent your information, the easier it will be for your agent or solicitor to process your check.

2. Refer to the On-Screen Templates

Each screen in the Checkboard app includes templates that guide you on the key information required. These templates offer examples and instructions on what details to include. Following these guidelines will help ensure you don’t miss any critical information.

3. Complete All Sections on the Summary Page

The summary page is a crucial guide for your check. It consolidates all the information you've provided and ensures that nothing is overlooked. Make sure that every field on this page is filled out accurately and marked 'completed'. Incomplete information can delay the process or lead to follow-up requests for additional details.

By providing detailed and accurate information, you’ll help your agent or solicitor quickly understand the source of your funds, leading to a more efficient and effective check process. If you have any questions or need further assistance, don’t hesitate to contact us.